Is the day-to-day management of your business keeping you from planning for a successful transition? You could sell your business to members of your family, to your employees or a third party. PNC, along with your current advisors, can help you evaluate the benefits and risks of each option. Talk to a PNC Commercial Relationship Manager to learn more about how we can help you plan for the future.
Engage a team of advisors to help you build a bridge from running the business to a rewarding retirement. Include your:
We’ll take you through an efficient and organized discovery and implementation process that will provide:
To build a successful bridge from running the business to a rewarding retirement, it’s important to maintain stability by taking time to:
What’s the best way to convey your business transition decisions to family, employees and other stakeholders? We will help you:
It’s crucial to integrate an efficient and flexible wealth management strategy into your succession planning. We can help you achieve financial well-being for you, your family and your employees with the answers to key questions:
PNC Private Bank℠ can work with you to design a customized investment program that helps you and your family easily manage your estate by providing:
When it comes to wealth management, “You are not just another client. You are unique.”
Understanding these three valuation techniques is key to knowing your company's value.
It’s about more than setting a date. These four factors can help you know if it's the right time to step aside.
Deciding which exit strategy option to select depends on your business and personal objectives.
http://www.exit-planning-institute.org/wp-content/uploads/2019/03/2019_CEPA_Appendix_2019-PHX-APR_FINAL_20190304.pdf
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private Bank℠ to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Bank deposit, treasury management and lending products and services, and investment and wealth management and fiduciary services, are provided by PNC Bank, National Association ("PNC Bank"), a wholly-owned subsidiary of PNC and Member FDIC.
“PNC” and “PNC Bank” are registered marks of The PNC Financial Services Group, Inc. “PNC Private Bank” is a service mark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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