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.

Advice 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 Monthly

Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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.