Oxbow Private Wealth of Raymond James

12/23/2025

For many business owners, their company is both their greatest asset—and their greatest dependency. The real question is: how and when do you unlock that value?

Whether the goal is growth, liquidity, or legacy, thoughtful planning can make all the difference. Key considerations include:

- M&A sell-side advisory and capital raising (debt & equity)
- Private equity as a tool to fund growth and create liquidity
- Purpose-driven exit planning—because selling is a transition, not just a transaction
- Early tax planning to preserve more of what you've built
- Turning business success into long-term personal wealth and independence

If you advise business owners, or are one yourself, let's start the conversation. My team and I are always happy to collaborate and help unlock the full potential of what you've built.

11/19/2025

9 questions owners should be asking as they plan for a successful family business transfer:

raymondjames.com

11/13/2025

Oxbow Private Wealth recently hosted its first annual Business Owner Strategy Summit — a private gathering designed exclusively for owners and executives of closely held companies on October 29th.

We partnered with local industry experts in M&A, Private Equity, Tax, Estate & Wealth Strategy to help owners gain clarity and confidence as they look forward to the the next stage of their business and personal financial journey on topics including:

• Value drivers in today's M&A market
• Legal and tax strategies to maximize after-tax outcomes
• The "risk balance sheet" every owner should understand before a transition

Our goal is simple: to help business owners transform complexity into clarity — aligning business readiness with personal readiness so legacies last for generations.

The conversation continues year-round through our work with owners and families navigating liquidity events, succession, and wealth transfer. To join the discussion and learn more about how we support privately held businesses please reach out to our team.

11/12/2025

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. That invites more nuance and more negotiation into planning for a successful future:

raymondjames.com

09/11/2025

May we never forget September 11, 2001.

01/15/2025

06/07/2022

While not a fan of wrestling I am now a BIG fan of John Cena. What an incredible act of kindness!!

www.wsj.com

03/31/2022

Real assets – you may have heard the term but might not be sure what it encompasses. In today's economy, with an eye toward the possibility of rising inflation, real assets are getting more airtime. Here's why.

www.raymondjames.com

02/24/2022

Chief Investment Office Larry Adam and other Raymond James investment thought leaders discuss the impact of inflation, the path of Fed tightening, earnings season, COVID, geopolitical risks and the D.C

www.raymondjames.com