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Case Studies & white papers

Objectives Driven. Outcome Focused.

Have You Bridged the Gap Between Personal and Corporate Finances?

RBG Capital focuses on advising middle market companies (defined as those with enterprise values between $5 and $200 Million) wishing to develop and execute a business disposition, acquisition or goal-oriented merger plan.

Our team of experienced professionals have been advising on M&A transactions since 1986, developing complex succession and financial plans. We work closely with our clients to guide them through the mergers, acquisitions, and divestiture process while our unparalleled experience in financial planning and modeling focuses on the creation of a solid financial blueprint which guides the transaction.

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IB Case studies & White Papers

IB Case studies & White Papers

We create strategies that are tailored to your needs and goals.

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WM Case studies & White papers

WM Case studies & White papers

Years of experience have prepared us to guide you through your life transitions.

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Financial Learning center

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Why do Renters Have to Save More?

Why do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rbgcap.com |  (602) 230 - 0444