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Commercial Banking > Business Succession > Creating Your Team of Advisors

Creating Your Team of Advisors

Working with professionals who have had the experience of supporting other businesses through succession planning and business transition will provide you with relevant insights and proper advice. You may decide to coordinate most of the transition yourself, or you might feel more comfortable appointing a trusted advisor to spearhead the planning and represent your best interests. Whatever you decide, your team members can work with you – and with each other – to enable the successful transition of your business.

The following is a list of potential advisory team members. You may not need all of them at the same time, but you will probably require the services of most of them at some point during the process.

Expand - Accountant Accountant

Expand - Lawyer Lawyer

Expand - Family Members Family Members

Expand - Management Team Management Team

Expand - Business Valuator Business Valuator

Expand - Business Broker Business Broker

Expand - Mentor Mentor

Expand - Family Business Facilitator Family Business Facilitator

Expand - RBC Commercial Account Manager RBC® Commercial Account Manager

Expand - RBC personal financial advisor RBC personal financial advisor