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.
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.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.
Read more in Global Insight Monthly
The ESOP Group
Leslie A. Lauer, CFP, ChFC, CEPA
Rebecca T. Glasgow, CFP, CEPA
Curt Rubinas, CEPA
August 14, 2025
Meet our team
December 4, 2025
Year-end checklist
The One Big Beautiful Bill Act
Understanding employee stock ownership plans
President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.
