Business Succession Planning Process


Our experienced team can help you develop a succession plan that best suits your business.


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Plan For Your Future By Building a Succession Strategy Today

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.

Assemble the Right Team

Engage a team of advisors to help you build a bridge from running the business to a rewarding retirement. Include your:

  • Certified Public Accountant.
  • Family and business attorneys.
  • Investment banker.
  • Wealth management advisor.
  • PNC Commercial Relationship Manager.
  • PNC Private Business Strategist.

Take a Disciplined Approach

We’ll take you through an efficient and organized discovery and implementation process that will provide:

  • Objective advice on your ownership transition options.
  • Insight to help you holistically integrate your business and personal objectives.
  • Best practices to help you anticipate and avoid counterproductive changes and conflicts.

Ensure Stability

To build a successful bridge from running the business to a rewarding retirement, it’s important to maintain stability by taking time to:

  • Focus on your customers and competitive strategy.
  • Assess whether it’s time to upgrade your IT systems.
  • Attract and retain the right talent.
  • Address insurance and environmental issues.
  • Ensure your management team can complete the transition.

Establish a Communication Plan

What’s the best way to convey your business transition decisions to family, employees and other stakeholders? We will help you:

  • Create the right financial blueprint.
  • Coordinate with your legal, accounting and financial advisors to implement your plan.
  • Develop a communication approach for your stakeholders.

Integrating Wealth Management Into Your Strategy

Coordinating Personal and Business

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:

  • Have you revisited your overall personal / family’s wealth strategy recently?
  • When was the last time your estate documents were reviewed?
  • How well do you feel your personal/ family’s wealth strategy aligns with your business strategy?

Taking a 360-degree Approach to Wealth Management

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:

  • Access to a broad array of investment solutions.
  • A culture of risk management, fresh ideas and clear communication.
  • An objective point of view.
  • Private banking services facilitated by dedicated consultants.

More Insight For Your Business

We offer a virtual library of information to help you understand your wealth management and succession planning options so you can make the best short-term and long-term decisions.

Putting You First

When it comes to wealth management, “You are not just another client. You are unique.” 

Watch Video »

What is My Business Worth?

Understanding these three valuation techniques is key to knowing your company's value.

Read Article »

When Should I Transition My Business?

It’s about more than setting a date. These four factors can help you know if it's the right time to step aside.

Read Article »

How Should I Transition My Business?

Deciding which exit strategy option to select depends on your business and personal objectives.

Read Article »

Ready to Get Started? Let's Talk.  

Are you ready to explore the ways PNC can help you build your business?

If you have questions or would like additional information, please fill out this short form so we can get in touch with you. By completing this form, you are authorizing us to contact you (via email and/or phone) to answer your questions and provide information about PNC products and services.

PNC’s Commercial Banking group serves companies with $5 million to $50 million in annual revenue.
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Important Legal Disclosures & Information


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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