Jake Kopczyk

About Jake Kopczyk

Maybe I’ll sell this one day….\"Business owners how often have you said this to yourself?A few times, I\'m sure. But the problem is you don\'t know when the \"perfect time\" is to sell. Unfortunately, you need to find the right timing - your future cash flow could hang in the balance of how much you sell your business for.and what tax liabilities you\'re subject to.Unfortunately, you’re playing Uncle Sam’s game and he makes up the rules as he goes.Planning for the \"perfect exit\" alone is difficult.sometimes nearly impossible.Let me show you how I\'ve helped business owners simulate ideal times to exit AND reduce their pre and post-exit tax exposure.It starts with implementing my Exit Hacking™ Strategy.which leverages our in-house software to project ideal times for you to exit your business based on market conditions and tax regulations.From there we can explore IRS tax codes to potentially minimize your capital gains taxes during a sale.leading to better cash flow.So, do you want to know when an ideal time would be to exit your business?Message me and let\'s find out together.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

1. Financial Advisor

   Raymond James & Associates, Inc

   Jan 2022 — Present

   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.

Education

• University of Miami

  Bachelor, Communications & Education

  2009 — 2012