Customized exit planning for founders, business owners, and executives

There are many definitions of a successful exit. Our primary purpose is to help you find yours. Often an exit is the most significant financial windfall of your life, and we take a bespoke approach to exit planning. We partner to learn about your ideal financial outcome and create a plan to reflect your goals. The ultimate objective is to set forth a plan that lasts well beyond the sale of your business. We have an experienced team that understands the complexities and challenges of developing an exit plan. Two of our partners, Steve and Jeff Sheresky, began their careers as entrepreneurs. They founded a cosmetics business and successfully exited before entering the wealth management field in 1982. Serving the entrepreneurial community has been our focus ever since.

Here are a few of the most common questions we receive:

  • How do I implement a tax considerate strategy for my liquidity event?
  • How do I develop a comprehensive plan for post-exit?
  • How do I gain access to investment banking firms?
  • If I am not quite ready to exit, can you help facilitate introductions for a capital raise?

We welcome the opportunity to answer these questions as well as any others. Contact us today to learn more.

Customized solutions for business owners

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. And with a significant portion of your personal wealth most likely concentrated in your business, you need a personalized plan that will work for you. That’s why at RBC Wealth Management, we offer a set of business owner solutions that can be customized to meet your needs. Whether you are dealing with issues like cash management, retirement plans, personal investments, or business succession planning, we are committed to working with you, your business and your family in a way that simplifies your decisions and your financial life. Contact us today to discover how we can be of service to you.

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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.

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