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

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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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