For business owners
You built the business. Greybridge helps you get the transition right.
For most entrepreneurs, more than 80% of their net worth is tied up in their business. We help avoid common pitfalls and protect value.
Transitions touch wealth, legacy, and future - yet most owners underestimate the risks until it’s too late. Greybridge helps you see the full picture and avoid costly missteps.
If you already work with a trusted wealth advisor, we integrate seamlessly with their plan. If you don’t, we’ll help you build the right team for what comes next.
Frequent Business Owner “Traps”
Most owners only do this once. That’s why they misstep - and why those mistakes are so costly.
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Misjudging Readiness
The owner may be ready, but not the
business. Or vice versa. Or neither.
A transition stalls if either one isn’t.
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Business Success = Deal Success
Building a great business is not the
same as selling one.
They are different sports - with
different playbooks.
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Preliminarily Eliminating Options
Too many owners prematurely rule
out exit paths that might achieve
their goals.
Keep options open - until they aren’t.
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Cherry-Picking “Facts”
The friend who got a 9x multiple in
another industry? Irrelevant.
What matters: telling your company’s full story.
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Controlling the Process
Some owners overcome the DIY urge - only to micromanage their advisors.
Build a team. Then trust it.
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Sequential Solving
“Let’s get the deal done, then we’ll talk planning.”
That’s backward.
Today’s decisions shape outcomes tomorrow.
