MISSION
SKA Wealth Strategies of Raymond James helps successful founders navigate the journey from idea through exit and beyond.
TAKE ME TO SKA WEALTHCOMPANY OVERVIEW
Acting as your personal financial strategists, we put in the time to develop a deep understanding of your unique situation. Equipped with tools you probably didn’t know existed, you’ll set the priorities as we capitalize on opportunities and carefully avoid pitfalls. You’ll be empowered by these financial insights, strategies and readiness not only in your business life, but also in your personal life. And not only for today’s needs, but tomorrow’s as well.
We’ve built a deep network of well-vetted professionals in the fields of law, accounting, private equity, and VC funding, as well as investment banks well versed in middle-market mergers and acquisitions.
EO MEMBER BENEFITS
We’re happy to offer the following analyses to EO Members at no cost.
Pre-exit analysis: Founders often struggle with the question “How much is enough?” when it comes to determining the value their company will need to sell for their desired post-exit lifestyle. Using a robust software planning program we use stochastic analysis to inform the decision to sell at a given valuation. The same tool can also be used to determine if taking on additional debt or equity financing makes sense.
Retirement plan review: Working closely with the Institutional Fiduciary Services group at Raymond James, we can identify the degree of fiduciary liability you have with your current plan structure and provide alternatives to reduce your exposure. We can also analyze your investment costs and available investment choices, both of which are also important elements to mitigating your fiduciary risk.
Personal and business financial risk analysis: Using decades of experience advising founders, the resources of Raymond James and our own training as Certified Exit Planning Advisors, we can help you identify areas of exposure you may not be aware of. These can include risks related to business structure, fiduciary liability, key person issues, as well determining appropriate strategies to transfer risk to insurance companies.
FORUM TOPICS
Invite us to speak at your Forum (contact info below)! Here are some potential topics:
How to get the most out of investment bankers and business brokers.
Earning more on your cash balances.
Unique uses of debt to optimize both sides of your balance sheet.
Determining the exit valuation you’ll need.
Using philanthropic planning to mitigate taxes.
Tools to retain key employees.
Personal risk mitigation strategies
Tax advantaged retirement income strategies.
CONFERENCE ROOM AVAILABILITY
Our offices sit on the amenity floor of the new 5 MLK building in Portland. We have a boardroom that seats 14, a conference room with AV which seats 40, an outdoor entertaining area with fire pits and panoramic views of the city which accommodates 75+ people, and a theatre room, all of which we can make available to EO members at no cost. We would happily provide space for EO meetings and events.
Forum Meeting: Yes
Accelerator Meeting: Yes
EO member company staff/team meeting: Yes
Seats available: Up to 40
Address: 5 SE MLK Jr. Blvd, Ste 600, Portland, Oregon 97214
Contact Jason Saunders at [email protected].
