Our business and exit planning services include:

  • Employee Stock Ownership Plans (ESOPs)
  • IRC Section 1042 Tax-Deferral Strategies
  • Business Sales to Private Equity or Strategics
  • Management Buy-outs
  • Captive Insurance
  • Structured Settlement Tax-Deferrals
  • Planning and Asset Allocation
  • Traditional and Alternative Investments
  • Philanthropy and estate planning services
  • Corporate Retirement Plans

Advising business owners on their exit strategy 

Ownership of a business frequently represents years, if not decades, of hard work and entrepreneurial savvy. Still, even the most astute business owners are often unfamiliar with the complexities and meticulous preparation that must go into a successful succession strategy. 

Whether you're contemplating transferring your business interest to family members, liquidating assets or selling your share to current management or an outside party, you have decisions to make and complex issues to address.

If you're considering selling or transferring your business, you should begin to plan your transaction at least two years before you hope to complete it. 

The transaction of a lifetime

Exiting the business you've built and nurtured over the years is not a simple task - financially or emotionally. Whether you choose to transfer your business to family members or sell it to existing management or a third party, assiduous planning is critical, as is the support of an interdisciplinary team with the expertise to help you articulate and achieve your objectives. 

Aaron’s team specializes in working with corporate executives with pre- and post-IPO planning at RBC Wealth Management, one of the top global banks in the world. Aaron has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and engages his clients with a hands-on approach to illuminate a path that helps them navigate through their financial complexities and understand their options to move forward and stay ahead. He has developed and refined a process called “Financial Circuit Solutions” that puts every piece of a client’s financial puzzle together as their life unfolds and their needs evolve. Aaron understands risk management is paramount, so he makes this a cornerstone of his practice, often taking on the role of personal CFO, or Comprehensive Family Organizer.

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Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.