Advising ESOP companies and their owners since 1989

Insight and experience for entrepreneurs and exceptional families

Over the last 30 years, we learned that to our clients, business is personal. Your business is your passion and likely one of the greatest accomplishments of your life. So, when you consider stepping back, there is a lot at stake—your family’s financial future, your employees’ livelihood and of course, the legacy you have worked so hard to create.

Selling a business can be a time of uncertainty; however, it should really be all about optimism and new possibilities—with sights clearly set on the best possible terms, transition and strategy for whatever comes next. For us, there is no greater priority than helping business owners plan a thoughtful exit strategy, so they can take life’s next big step with the same passion that helped them build their business in the first place.

We have advised hundreds of business owners throughout the country who have trusted our ability to help them achieve the best outcomes for their families, employees and those next in line.

Learn more about how we help business owners.

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.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Financial data display

Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more

Pleased to serve you in Atlanta

We invite you to contact us to set up a meeting in our office:

Atlanta, GA office

3550 Lenox Road NE, Suite 1950
Atlanta, GA 30326


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