Greybridge Advisory LLC
Where Wealth Management Meets Business Transition
Most wealth advisors are masters of the wealth plan. Few are trained to manage the business-side risks of a transition. That’s where Greybridge steps in.
Business Transition Insight for Wealth Advisors
At Greybridge, we help wealth advisors guide business owners through high-stakes transitions with clarity and confidence.
We've sat on both sides of the table: decades of M&A execution and years inside wealth management. We know how advisors work, how owners think, and how transition decisions ripple through estate, tax, and legacy planning.
We’re independent advisors, not bankers or brokers—bringing deal-tested insight that complements your firm’s expertise.
The result: stronger client trust, smoother transitions, and better outcomes when the stakes are highest.
Trusted. Independent. Deal-Tested.
25+ years in M&A Advisory
Advising owners across industries from $20M to $150M in enterprise value.
$450M+ in AUM support
in 4 years
Helping wealth advisors protect and expand client assets through transitions.
Independent, non-competing partner
No money management, no product sales, just transition expertise.
Featured Insight
“I'm in Charge Here.”
When Owners Lose Control in Transition
In every transition, there's a moment when ownership and authority collide with new realities. Without preparation, the owner who once called every shot can quickly lose control of the process - and the outcome.
Our services
Basic
Standard
Premium
Customer reviews
Special features
Best Quality
We guarantee your full satisfaction
Family business
A professional, personalized experience
24/7 Support
Our phone support is always available to you
Follow
Our Work with Wealth Advisors
The wealth plan is your domain, but the business transition is ours. Together, we protect the owner’s legacy.
- Extend your toolkit with transition-focused expertise
- Strengthen client trust during high-stakes moments
- Bridge business outcomes with estate, tax, and planning strategies
- Provide execution-tested insight to complement your team
- Serve as an independent, non-competing partner
- Help protect and grow client wealth through smoother transitions
You guide the owner. Greybridge guides the transition.
Our Work with Business Owners
We keep the process moving, the voices aligned, and the focus on what matters most - protecting wealth, legacy, and peace of mind.
- Assess transition readiness - before missteps cost value
- Shape succession and continuity plans that secure your legacy
- Clarify the full landscape of transition options
- Select and coordinate the right advisor team (M&A, legal, tax, accounting)
- Provide an experienced sounding board in pivotal moments
- Keep your wealth, family, and business goals connected
You built the business. Greybridge helps you transition it right.
