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About Chartwell AMG of Raymond James

Welcome to Chartwell AMG of Raymond James, a seasoned team with a century of collective experience, ready to help accompany you on your path toward entrepreneurial excellence. Our strategies center around intensive market research and comprehensive planning tailored to your business and financial goals. • Fewer than 40% of business owners have had a formal valuation conducted in the last three years, and 65% have never had their financial statements audited. Source: Exit Planning Institute You have a tenacious entrepreneurial spirit and an appetite for success. Let’s explore your business ambitions, but above all, let’s explore your entrepreneurial potential. • 88% of business owners have no written transition plan, and 65% have not formalized exit planning. Source: Forbes, February 2017 Preparing your company for a successful transition can be far more intricate and challenging than many owners initially perceive. A successful transition requires an experienced team, detailed planning, and coordination to formulate an exit strategy that aligns with your situation and the prevailing economic environment. • 50% of all business exits are involuntary, forced by external factors known as the five D’s: Death, Disability, Divorce, Disagreement, and Distress. Source: Exit Planning Institute Our seasoned team with a century of collective experience and having worked extensively on 5 continents and in more than 60 countries, is ready to help accompany you on your path toward entrepreneurial excellence. Our strategies center around intensive market research and comprehensive planning tailored to your business and financial goals. We believe the future of your business starts today. Plan well. Live well. Chartwell. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

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