Seek professional advice in determining your exit strategy

If you're considering an ESOP, MBO, or IPO for your business, it's important to take into account the complexity and time involved in planning and executing either type of deal successfully.

Hire a team of advisors - a CPA; a financial planner; an attorney with expertise in business, tax and estate planning; an ESOP consultant; an investment banker; an independent business valuation professional; an insurance agent; key employees - to help you consider all factors and options and design a successful plan.

The Business Exit Planning Advisors, Corporate & Executive Services, and City National Bank private bankers can help facilitate your desired exit strategy.

Read here for more information.

 

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

Strength you can trust

Distinguished by a long heritage of financial strength, 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.