For Wealth Managers
You already lead the wealth plan. Greybridge ensures the business-side decisions don’t derail it.
Before the Deal.
Beyond the Numbers.
You’ve built trust with a successful business owner — but now they’re starting to talk about what’s next. That’s when complexity rises.
Should they sell? Keep it in the family? Transition to management? Do something else entirely?
Most owners think they know.
That’s when costly missteps can occur.
Greybridge helps wealth advisors protect and grow client wealth by guiding owners through key business decisions - shaping transitions that align with the overall wealth plan.
Why Advisors Bring Greybridge to the Table
√
We broaden your tool kit.
You already have subject matter experts — trusts and estates, tax, financial planning. But business planning is different. We lead that conversation and tie it to your planning.
√
We deepen your client relationships.
Transitions are emotional. Bringing in Greybridge reinforces your role as a trusted advisor - and shows the client that you’re covering all the bases.
√
We have your back.
If you’re not active in the business transition, it’s an opening for other wealth advisors - especially those tied to investment banks. Greybridge gives you better control.
√
We drive better outcomes.
With more preparation and reduced uncertainty, transitions unfold more smoothly. The owner has better command of the process - and you expand AUM.
√
We complement, never compete.
We don’t manage money or sell products. Our sole focus is helping your clients make better business transition decisions.
√
We add deal-tested experience.
Decades in M&A and wealth advisory let us anticipate risks and keep the process on track.
When to Call Greybridge
- The owner isn’t sure what path to take - but wants to be ready.
- Buyers keep calling - but the owner has no clear strategy or next step.
- There’s family tension over the future of the business.
- The owner is fixated on a number - not a strategy.
- The advisory team sees complexity coming - and wants to lead the conversation, not chase it.
- The owner’s trying to figure it out alone - but this isn’t a DIY situation.
