Advising ESOP companies and their owners since 1989

Maximizing Business Transition Outcomes. Creating Lasting Value.

For more than three decades, we’ve discovered that to our clients, their business is far more than just a venture—it’s a deeply personal endeavor. Your business reflects your dedication, your dreams, and often stands as one of your life’s proudest achievements. When the moment arrives to consider stepping away, the stakes are incredibly high—your family’s financial stability, the livelihoods of your team, and the legacy you’ve worked tirelessly to establish all hang in the balance.

While the process of selling a business can feel daunting, it should also be a time of hope and forward-looking possibilities. The focus should be on achieving the most favorable terms, ensuring a seamless transition, and crafting a strategy that sets the stage for what lies ahead. Our mission is to support business owners in designing a well-rounded and intentional exit plan, enabling them to embrace the next chapter of their lives with the same enthusiasm that drove them to build their business.

Over the years, we’ve guided hundreds of business owners nationwide, earning their trust as we’ve helped them secure the best outcomes for their families, employees, and future leaders.

 

Why Clients Choose Us

Experienced
Our team of ten investment professionals includes an experienced Chartered Financial Analyst®, three CERTIFIED FINANCIAL PLANNER™ professionals, four Certified Exit Planning Advisors, a Chartered Retirement Planning CounselorSM, a Chartered Alternative Investment Analyst (CAIA®), and a Chartered Financial Consultant®.

Focused 
We maintain a low client-to-team-memebr ratio to deeply understand our clients' priorities and the challenges they face. Our deep connections within RBC Wealth Management expedite our ability to deliver solutions to our clients. 

Multigenerational
We are a multigenerational team spanning three generations, backed by the full resources of one of the world’s largest wealth management firms, RBC Wealth Management. Having managed assets through four recessions, our senior partners bring wisdom and experience, while younger partners bring relevance and continuity to our clients.

Driving Results for Decades 

  • 35+ Years in business as a team
  • $15+ Billion of liquidity created for business owners through successful transitions
  • 800+ ESOP transactions

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 Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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

 

Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

Read more
Disclosures

as of January 2025

  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

Leslie Lauer is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. California Insurance License # 0H67708.

Rebecca T. Glasgow is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0F20227.

Curt Rubinas is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 4063357.

Read additional advisor disclosures.