Business Succession

If you own a business the need to seamlessly transfer ownership of that business to the next generation, or to develop an alternative exit strategy, is a critical part of your overall financial plan. Without a succession plan your company may become a statistic:  one of the two-thirds of all family businesses which fail to make it from one generation to the next.

Gray Equity Management, in collaboration with Gray, Gray & Gray and your legal advisors, will help craft a dynamic succession plan that takes into account not only the essential financial aspects of the process, but also have great sensitivity for the very real personal and family issues that play such an important role.

Should family succession be impractical, we’ll develop an exit strategy that is most appropriate both financially and emotionally. This may be a sale to key employees, a buyout by a partner, or a sale to a competitor.

Our overall goal will always be to maximize your potential income, both immediate and over the long-term, with an emphasis on structuring any succession or exit to take advantage of the most favorable tax position.
 

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.  Investment advisory services offered through Gray Equity Management, LLC.  Gray Equity Management, LLC and 1st Global Capital Corp. are unaffiliated entities.  We currently have individuals licensed to offer securities in the states of CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, NH, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA, VT, WI and WY.  This is not an offer to sell securities in any other state or jurisdiction