Video Library

Select videos demonstrating various aspects of the Practice Exchange Platform for Raymond James Financial Advisors.

Overview of the Onboarding process for Raymond James FAs.

Explore your Indication of Value using the Discounted Cash Flow income approach.

Use the Catastrophic Plan Builder to file your agreement with Raymond James.

Unique educational content, templates and resources created exclusively for Raymond James advisors.

Utilize the Map and List-based Search tools to discover likeminded partners.

1. Creating a Meeting Room

Short Overview of Seller Meeting Room creation process.

2. Building a Deal Teaser

Overview of Meeting Room Deal Teaser creation process.

3. Establishing Discovery Questions

Overview of the Non-Negotiable / Deal Killer creation process.

4. Specifying Match Preferences

Overview of a seller specifying what aspects of a prospective buyer and their practice are important to them.

5. Publishing Your Meeting Room

Overview of review and publishing Meeting Room.

1. Review & Invite Buyers

Reviewing prospective buyers and inviting to provide expression of interest and answer non-negotiable questions.

2. Buyer Submits EOI

Example of a prospective buyer responding to a request for an expression of interest.

3. Shortlisting EOIs

Example of a seller narrowing EOIs they are interested in pusuing.

4. Seller Requests NDA

Example of a seller requesting the NDA process be initiated with a specific buyer.

5. Buyer Executes NDA

Example Buyer Executing the non-disclosure agreement.

6. Seller Executes NDA

Example Seller reviewing Buyer executed NDA and executing themselves.

7. Entering the Negotiating Stage

With both buyer and seller executed NDA the parties are safe to discuss the opportunity on or online.

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