Business Planning


Supporting your business through change

Your business is growing and you need management support. Or, your business has changed and you need financial support. But where do you turn for help? We’re not your average accountants. At RLB, we take a balanced approach to business planning, bringing the right amount of technical skill and business acumen, while approaching projects with personal attention and down to earth client communication. Join us for a free consultation to see if we are the right fit for your business.

Having used their services in both business matters and personal matters for decades, our next generation of family entrepreneurs carry on that tradition. RLB have and continue to provide excellence and sage advice in the rendering of their services. Great team execution all around.

– Greenway Group Holdings Inc.

Where do you turn for help planning for your business?

Financial planning

Whether your business is just taking off or facing challenges, our professionals know what you are going through. RLB offers a wide range of consulting services to support you no matter your business stage.

Services include:

  • Cashflow and budgeting
  • Access to financing
  • Designing an effective organizational structure
  • Documenting standard operating procedures

The team can act as an extension of your management team and help you make the sound decisions that will ensure your business remains competitive in any economy.

Growing your business

From the solopreneurs to small and medium-sized businesses, all the way to business enterprise, we want to help position you for success. Our clients often tell us they don’t know who to turn to as a sounding board for business advice. Their businesses are growing, but they haven’t reached a size to have advisors like a CFO or CHRO on their permanent team. That’s where RLB fits in. If you need ongoing part-time help or project support, we’re here to help.

We help with:

  • Business purchase or sale
  • Strategic planning
  • Cross board expansion
  • Performance management

Succession and Legacy Planning

What will happen to your business when you are no longer involved? Do you have a succession plan in place? Our experienced advisors are here to help you transition your life’s work to the next generation of owners, whether they are family members, key employees or an outside third party. Working alongside our expert business valuers and tax team, we help you navigate the emotional and technical components of planning for business transition and succession.

Contact us for a complimentary consultation to learn more about how we can help your business.