Before the Deal.
Beyond the Numbers.

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.

25+ years in M&A Advisory

Advising owners across industries from $20M to $500M in enterprise value.

$450M+ in AUM support

in 4 years

Helping wealth advisors protect and expand client assets through transitions.

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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
  

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