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This is our first in what will be a new series of monthly blogs that will provide timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: The US economy bounced back from the weak first quarter highlighted by
In our last blog, we emphasized the importance of addressing the first three, key objectives in exiting a business: When? How much? To whom? Now that you have those three big areas addressed, what are some of the housekeeping tasks as well as more in-depth preparation you should be doing
Exit planning for business owners is without question an intricate, multifaceted task. For the past twenty years, we have advised our business owner clients and prospects to start with the same 3 questions. These answers provide the framework for the entire exit and what life looks like post-exit. 1. When
The gryphon is a legendary, mythical creature — half lion and half eagle. Its duty is to guard and protect family treasure and priceless possessions. At Gryphon Financial Partners, it is our goal and our honor to safeguard our clients’ lifestyle, business equity, personal wealth and legacy. Protect Family: The
As clients near retirement, it is obviously very natural to have changes to their overall estate plan. Clients have spent most of their life accumulating wealth and want to retain as much as possible to pass onto future generations in a tax efficient manner. When one hears estate planning, this
Most business owners spend 70-80 hours per week running their business. Their focus, as it should be, is on growing revenue, increasing margins, developing and managing their people and increasing the overall value of the business. This skill set is very unique and one that very few people possess which
We founded Gryphon Financial Partners around one theme — Client First. Everything we created and do on a daily basis is built around one fundamental belief: Success comes from doing the right things, in the right way, for our clients…every time. Today, we hear a lot about fiduciary or fiduciary
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325 John H. McConnell Blvd.
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info@gryphonfp.com
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614.929.2880
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513.800.1720
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419.379.3195
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