FOR Businesses

Business Consulting

Business Consulting

We understand how much of yourself you devote to your business.

You have outside interests and personal goals you aspire to accomplish, and your business is critical to realizing those dreams.

Our business consulting services help you plan effectively to fulfill the ultimate goal – balance in your work and your life.

Growing Your Business

You do not have to choose between expanding your company or maximizing your personal time. You can and should do both. We offer quarterly coaching sessions and a collection of planning tools that will help you navigate concurrent personal and business growth.

Business Succession Planning

It is never too early to create a succession plan. You’ve invested your time, talents, energy and money into your business. It is critical that you have a plan in place ready to implement whenever the time is right for your situation. Our 40+ years of experience can provide expertise and guidance through this planning process.

KOLBE™ Consulting

KOLBE™ is a measurement that identifies a person’s conative strengths – the way a person takes action and makes decisions. Our certified KOLBE consultant can conduct these evaluations for your company and interpret the implications for you and your team.

Business Consulting and Kolbe offered by Keating & Associates, Inc. and is not a service offered by Raymond James.

Industry Disclosures


Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

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. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

Raymond James’ Privacy Policy may be found here.

Raymond James’ legal disclosures may be found here

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.