Are you doing all you can to optimize your business or practice?

If you are like most business owners and professionals, you have dedicated a significant part of your life to making it a success. But is your business doing all it can for you?

  • Are there additional tax strategies that would preserve more of what your business earns?
  • What planning techniques could help leverage your efforts to enhance your business productivity, revenue and value?
  • Are there strategies that could draw money out of your business tax free and allow you to diversify your wealth with outside investments?
  • Are you doing all you can to protect your liability exposure?
  • Do you want to be freed up from the personal financial management so you can focus more time on building your business and enjoying your family?
  • What succession plan do you have in place to help assure you receive the best price for your business sale?
  • What role could Private Equity, ESOP and other funding sources play in helping optimize that sale?
  • What strategies can protect that transaction from excessive tax erosion?
  • How can you ensure the future success of your business and assure your most loyal key employees?
Over 60% of small businesses (and professions) either lose money or just break even, and thus fail to enrich their owners’ personal wealth*
We can assist business owners and professionals with services that help them reach their business goals
*National Federation of Independent Business’ Education Foundation annual survey,



© 2020 Nautilus Wealth Advisors 

Securities offered through Raymond James Financial Services Inc. 


Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Nautilus Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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