Business
New Data From Raymond James Shows Business Owners Prioritize Unlocking Concentrated Wealth to Pursue New Ventures
88% of business owners plan to transition some or all of financial stake within 10 years, but few aim for retirement, new study findsSt. Petersburg, Fla., Dec. 30, 2025 (GLOBE NEWSWIRE) -- A new Raymond James survey of more than 500 owners of privately held businesses asked how they’re approaching their livelihoods, their futures and the places where the two intersect. The resulting data reveals the coming need for a comprehensive wealth plan for many as 88% plan to financially exit their busine
About this update from Raymond James Financial, Inc.
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