Guidance in establishing long-term goals, forecasting future needs and expenses, and creating a plan for achieving them across generations.
Strategic design of the investment mix that increases the probability of each family reaching its goals while minimizing the impact of market fluctuations.
Comprehensive analysis of risk exposure — both intentional and inadvertent — and the development of strategies designed to mitigate these risks.
Analysis of the potential benefit of using debt and strategic structuring of debt to help maximize tax deductibility and minimize personal liability.
Support for personal giving programs and charitable involvements to create a closer alignment between intent and the tax impact.
Strategic input for transitioning wealth with respect to family values in light of the current tax code.
Assistance in serving the long-term interests of each business’ stakeholders.
Strategic design of the sale of a business to help meet financial and personal goals.
Serve as the quarterback to our families’ team of professionals including their accountants, attorneys, and bankers to ensure lifestyle and multigenerational needs are being met.
The sale of a business is a time of excitement, opportunity and also considerable financial and personal complexity for business owners. It is the culmination of many years of hard work and sacrifice and holds the promise of an entirely new lifestyle for you and your family.
However, the multitude of options and decisions at this critical time can sometimes be overwhelming, and it is difficult to know where to turn and whom to trust. This is where Gryphon’s business exit planning team comes in.
We bring an uncommon level of experience with the personal and financial elements unique to the sale of a business. We stand beside you as your dedicated business and wealth advisor, offering guidance through this transition and providing ongoing financial leadership, wealth management and family support. Our proprietary method navigates the sale of your company first and then leverages an understanding of your values to define and protect your financial life for whatever comes next.
To learn more about our process for developing an exit strategy, contact us. Our Ohio-based team will set up a working session to discuss how our approach would address your objectives.
With over 20 years of serving corporate executives, we understand the demands on your time can leave little left for sorting through the details of your corporate plan and benefit program. We pride ourselves on helping executives like you maximize your available options to ensure you are appropriately protected for risk and that your plan is coordinated across your full team of professional executive financial advisors.
Our process begins by helping you articulate your goals, as well as what keeps you up at night. We then complete a comprehensive review of the corporate plans and benefit programs available to you and provide you with specific recommendations. We continue monitoring your options over time to ensure your selections remain appropriate as you and your family move through your career and your life.
Given the typical executive’s travel and meeting schedule, not to mention family priorities, you can count on us to serve as your trusted resource and analyst on compensation and benefits matters. Whether you need someone to evaluate your health care options and identify potential insurance gaps or to create a strategy to address the risk arising from holding a growing concentration of restricted company stock, we can be your partner to help.