Strength and depth - How I am prepared to help you

The earlier a business owner undertakes the thoughtful preparation and planning of potential exit scenarios, the better the outcome can be, even if it is many years in the future. A liquidity event of any kind is a complex matter that involves a full range of personal, business, wealth management and family concerns. Preparation and planning are essential to the successful execution of a major liquidity event.

What is exit planning?

Exit planning is a multidisciplinary process helping business owners with the orderly transition of the management and ownership of their companies. Profitability and tax considerations are the key factors in exit plans. It's the most important decision an owner will make with their business, yet few owners know the value of their largest asset or have a plan to exit the business.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

RBC Wealth Management’s core competencies in exit planning

  • Business valuation
  • Pre-transaction due diligence
  • ESOP planning and funding
  • Private equity introductions
  • Mergers and acquisition guidance
  • Custom-designed credit facility
  • Business value-enhancement guidance
  • Key-person retention strategies
  • Planned vs. unplanned exit strategy (contingency exit planning)
  • Buy/sell funding
  • Exit process oversight
  • Succession planning and partnership management
  • Key-person insurance planning
  • Life after business (LAB) consulting
  • Access to investment banking specialists, RBC Capital Markets
  • Customized wealth planning and management