Cal Pearce

Background

About Cal Pearce

Our process begins with a Tax Mitigation Analysis (TMA) for a business owner considering a liquidity event. Liquidity events can include a sale, a partial sale, a growth capital recap, or divestiture. We work closely with multiple sell side advisory firms and can provide confidential introductions to evaluate options. Family office services for families begin post-liquidity event. These services include- Tax Planning - Cash Flow Planning - Private Banking and Lending (through Raymond James Bank)- Risk Management (through a partnership with MARSH)- Investment management (multiple custodial options)- Direct private investing - Family governance 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. Raymond James does not provide tax service or tax advice. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm