Do you have a tough financial decision in your business?  Let us help.

Small Business Owner

Roelofs Capital Group specializes in helping Small Business Owners make tough financial decisions.  We have identified five separate phases in the life of a business owner, with which we can help.

Growth/Expansion

Should I expand?

How do we find the right people?

Should I borrow money from the bank?

What are the pros & cons of bringing on investors?

What is the cost of equity?

 

 

Mature

What should my day-to-day look like?

Can I take some time off?

How much control should I give up?

Can I take off a month of work and have the business grow? 3 months? 6 months?

 


 

 

Transition

Who will continue my legacy?

Should family take over the business?

What about my kids not working in the business?

What's the business worth?

Should I sell to a third party?  A competitor?

Should I give the business to my employees?  

How would they pay for it?

 

 

Windfall

Do I have the right plan to make my money last?

Should I take the same amount of risk as I did as a business owner?

How is taking money out different from putting money in?

Are taxes going to be significantly different without the business deductions?

What am I going to pay for advice?

Private Investment

How much of my wealth should be in publicly traded stocks and bonds?

Should I invest some money in real estate?  What type?

What's the risk in buying in as an equity investor in a private business?

Should I have an equity stake in a business or should I invest as a limited partner?

 
 
 
 
 
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Roelofs Capital Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC.

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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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P: 480-686-9734

Roelofs Capital Group | 8765 E. Bell Rd., Suite 112 | Scottsdale, AZ 85260 | T: (480) 686-9734 | F: (480) 686-9737 |

E: roelofscapitalgroup@raymondjames.com