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Business Succession Planning Solutions at PNC

Expert advice, insight and implementation for your transition plan

PNC's experienced team can offer you the knowledge and guidance to help determine the transition plan that best suits your business – including sales to family or management, financial or strategic buyers, an ESOP or an IPO.

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Choosing and Implementing the Right Succession Plan

If you’re like most business owners, the need to eventually transition your business is always on your mind. But where to start? PNC can put you on the road to success by taking you through an efficient and organized discovery and implementation process. We can provide objective advice on your ownership transition options and how to holistically integrate your business and personal dynamics and objectives.

Together, we’ll address questions like these:

How should I transition my business?

There are many alternatives available to you when looking to transition your business. The approach that is appropriate for your business depends on a variety of personal and business objectives.


When should I transition my business?

Competitive dynamics, capital market conditions, the attractiveness and readiness of your business, as well as personal, shareholder and stakeholder objectives will all help determine when you should transition your business.

What is the value of my business?

Numerous factors can impact the valuation of your company, both operational and financial. Avoid valuation traps. Meeting with advisors/professionals early in your planning process can help to identify opportunities to maximize the value of your company.

Who should benefit from the wealth created?

Potential beneficiaries of the wealth you have built in your business include your family, charities and employees. 

How can I design, implement and communicate my plan to my family?

Business owners need to determine the pros and cons of available transition options, as well as the financial implications. Communication is key.

PNC’s Business Succession Planning Solutions

Powerful M&A Advice for Middle Market
Companies

PNC offers M&A advisory services through Harris Williams. Harris Williams is a global investment bank that advises and advocates for clients through critical milestones and during the lives of their business to strategically create value.

Equity Capital Markets Advisory & Investor Relations and Corporate Communications Services

Solebury Capital is a premier Equity Capital Markets advisory firm providing independent transaction management services to management teams and owners.

Solebury Trout is a well-established Investor Relations and Corporate Communications firm, offering a wide range of services to both private and public companies across multiple industries.

Relationship-Based ESOP Expertise

We understand the complexities and opportunities that ESOPs present and take them into account to assist you in creating appropriate solutions at every stage of your ESOP.  

Managing Wealth Now and for Future Generations

PNC Wealth Management® clients are connected to a team of experienced financial professionals with specialized knowledge to help you meet your goals. 

The Succession Planning Team

Our team of private business strategists strives to build owners a successful bridge from running their business to a rewarding retirement.

We coordinate with your PNC Relationship Manager and advisors to develop strategic financial plans for how and when it’s best to transition your business while attaining financial peace of mind.

PNC then works with you and your team to identify and prioritize your objectives and develops tailored solutions to help achieve them.

We can help you:
 

  • Anticipate changes in your business and personal life
  • Identify gaps between current and optimal planning
  • Set an action agenda
  • Create efficiency, harmony and a seamless transition for your business and shareholder wealth

The PNC team offers experience and expertise to help you plan:

  • Business succession
  • Short- and long-term strategies
  • Corporate finance
  • Executive compensation and incentives
  • Entity, tax, buy-sell and valuation
  • Employee Stock Ownership Plans
  • Mergers and acquisitions, shareholder consolidation and mediation

The team’s individual personal financial planning skills include:

  • Investment
  • Cash flow
  • Asset protection
  • Insurance, tax, estate and philanthropic planning1
  • Family dynamics, governance, mediation and communication

Joseph J. Fahey, CFA

6805 Old Dominion Drive
McLean, VA 22101
P 703-506-2952
C 301-787-6574
E joseph.fahey@pnc.com

Joseph J. Fahey, CFA

Senior Vice President and National Director
Business Succession Planning

Corporate & Institutional Banking

Joe Fahey leads the effort to serve PNC's business owner clients, helping them make one of the most important financial decisions of their life – how and when to transition their businesses through Keep, Sell or ESOP. 

He manages a team of approximately 30 private business strategists who facilitate a deep and dynamic discovery process to achieve a mutual understanding of a client’s family, business and financial goals. From the discovery, the team identifies opportunities to enhance value for and maximize benefits to shareholders and stakeholders. 

Fahey has served as a financial advisor to owners of privately-held and family-controlled businesses for more than three decades. He has brought to PNC industry-leading tools and processes that integrate and align the strategic plans of businesses and their shareholders. 

He earned a bachelor of science in finance from the University of Maryland; a master’s degree in finance from George Washington University and a Chartered Financial Analyst (CFA) designation from the CFA Institute. 

Fahey has been a frequent guest speaker at various business transition, investment, estate planning conferences and family business forums. He has also served as a faculty member for the American Banking Association and Private Wealth Management Academy, teaching advanced financial planning for business owners. In addition, he has developed several internal training programs supporting business succession planning.


Meet Joe Fahey, CFA

Senior Vice President and National Director, Business Succession Planning

Joe Fahey has served as a financial advisor to owners of privately-held and family-controlled businesses for more than three decades. He has developed integrated strategic plans for businesses and their shareholders. His main focus is on ownership transition and aligning with the family’s wealth planning objectives.

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PNC’s private business strategists have devoted most of their careers to providing broad and deep business advisory and personal financial planning for private and family-owned businesses.

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Important Legal Disclosures and Information

PNC General Disclosure

1. Estate planning considerations are discussed only in conjunction with a client’s attorney, accountant, and/or other business advisors.

The PNC Financial Services Group, Inc. (“PNC”) provides 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 provides specific fiduciary and agency services to individual clients through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC provides various discretionary and non-discretionary investment, trustee, custody, consulting, and related services to institutional clients through PNC Bank. 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.

“PNC” and “PNC Bank” are registered marks of The PNC Financial Services Group, Inc.

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