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.

Choosing & 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.

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 and private capital advisory services through Harris Williams, a global investment bank. Clients worldwide rely on Harris Williams to help unlock value in their business and turn ambitious goals into reality.

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. 

Equity Capital Markets Advisory & Investor Relations & Corporate Communications Services

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

Solebury Strategic Communications 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.

Managing Wealth Now & for Future Generations

PNC Private Bank℠ 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 planning [1]
  • Family dynamics, governance, mediation and communication

Ready to Get Started? Let's Talk.

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

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.

Please complete the form below to tell us more about the areas you are interested in. We're ready to help.