SKA Wealth Strategies of Raymond James
Mission
SKA Wealth Strategies of Raymond James helps successful founders navigate the journey from idea through exit and beyond.
COMPANY 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 Jason.Saunders@raymondjames.com.
Meet jason saunders, vice president, investments
Jason takes a lead role working with the team’s founder/entrepreneur clients, and is SKA’s primary liaison with Raymond James Investment Banking and Raymond James Institutional Consulting Services Group.
When not at SKA’s Pearl District office, you can usually find him at Cafe Umbria, hosting small get-togethers on his and Stephanie’s Pearl balcony, and a few times a year wandering the streets of Palermo Hollywood in Buenos Aires, Argentina.
Jason began his wealth management career in 1996 and worked at A.G. Edwards and Morgan Stanley before founding SKA Wealth Strategies of Raymond James in 2013. He received his BA from the University of Oregon, where he majored in something entirely unrelated to finance.
Jason is committed to the community and has served on the boards of the Pacific NW College of Art, the Museum of Contemporary Craft and is an active volunteer and mentor at New Avenues for Youth.
His colleagues will tell you that Jason enjoys drawing workflows and diagrams on big whiteboards, and he gets quite excited when doing it. While they think it’s a little quirky, they rarely make fun of him for it.
Contact: Jason.Saunders@raymondjames.com
Meet jeri richard, financial advisor, investment management consultant
Jeri coordinates the team’s marketing strategy and business development efforts within the entrepreneurial community. Like Stephanie, she’s particularly committed to empowering women founders and enjoys elevating other women through mentoring and volunteering within the community.
Jeri began her wealth management career in 2014 when she joined SKA Wealth. For eight years prior to joining SKA Wealth, Jeri held an executive management role within a Fortune 500 company.
When not working for the founder community, you can find Jeri on a trail somewhere in the Columbia River Gorge or prepping for her next summit attempt. She and her fiancé, Jared, are Portland natives who always have travel on the agenda when they’ve got time to get away, with favorite destinations including New Orleans and wherever their favorite band happens to be touring.
SKA Wealth Strategies of Raymond James
5 SE MLK Jr. Blvd
Ste 600
Portland, Oregon 97214
503-944-5382
Raymond James and its advisors do not provide tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James & Associates, Inc. Member New York Stock Exchange / SIPC