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.

Bulletin board

Business owner succession and exit planning solutions

 May 16, 2022 - RBC Wealth Management

Business owner succession and exit planning solutions

An innovative approach to business valuations

 May 20, 2022 - RBC Wealth Management

An innovative approach to business valuations

An innovative approach to business valuations

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.

Meet our team

Learn more about us. 

Latest Insights

Business man looking at documents

Unlocking your company’s worth: A guide to valuation for business owners

A valuation can help you improve operations today, as well as help you prepare for a future sale.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields
Disclosures

Steve Sheresky is currently registered to conduct business with residents of the following states: AR, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WV.

Steve Sheresky, NMLS # 530373, Jeffrey L. Sheresky, NMLS # 530372, Jeff Samsen, NMLS # 530350, and Kenneth Sheresky, NMLS # 1677630 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Jeffrey L. Sheresky is currently registered to conduct business with residents of the following states: AR, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WV.

Jeff Samsen is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MO, NJ, NY, PA, SC, TN, TX, VA, WI, WV.

Kenneth Sheresky is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, FL, HI, IL, MA, MD, ME, MI, MO, MS, NH, NJ, NM, NY, PA, TX, VA, VT.

Read additional advisor disclosures.