Greyson Private Wealth colored logo
Schedule Assessment

Equity Compensation for Business Owners and Pre-Retirees

Serving Columbus, Ohio and clients nationwide

Schedule Assessment

Equity Pays You Back — If the Timing and Taxes Line Up

Equity compensation comes with its own tax rules, timing windows, and risks.

Timing
When to exercise, buy, or sell.
Taxes
Minimizing complex tax issues across ISO, NSO, RSU, ESPP.
Concentration
Protect and diversify net worth from company stock.

One solution

One team. One strategy. One point of accountability.

Who This Is Built For

Equity complexity looks different depending on where you are.
A business owner in his fifties in conversation with his advisor across a walnut table

Business Owners and Executives

Compensated partly in equity, generally $400K+ in income.
A couple in their sixties talking over coffee in a bright sitting room

Retirees / Pre-Retirees

Generally $1M+ in assets, often holding vested company stock.

If your finances are still simple, you likely don’t need this yet — and we’ll tell you that directly.

Business Owners and Executives

  • Exercise timing across grant types
  • AMT and tax-timing exposure
  • Concentrated company stock risk

Retirees / Pre-Retirees

  • Diversifying vested equity before retirement
  • Tax-aware liquidation sequencing
  • Coordinating equity with the rest of the plan
Greyson Integrated Wealth Framework™

Four disciplines. One strategy.

Most firms hand you specialists who operate independently. We integrate tax, investments, risk, and estate into a single framework designed together so every decision reflects the full picture.

CAPITAL ARCHITECTURE · PHASE I

Build the engine.

  • Portfolio construction & asset location
  • Cash flow and liquidity design
  • Institutional & alternative manager access
  • Concentration and diversification policy
  • Rebalancing and drawdown discipline
Read more  ›
RISK MANAGEMENT · PHASE II

Protect what you’ve built.

  • Concentrated position & liquidity risk
  • Business continuity & key-man exposure
  • Entity-level liability review
  • Insurance gap analysis
  • Personal & business risk alignment
Read more  ›
ESTATE & LEGACY ENGINEERING · PHASE III

Decide who, when, and how.

  • Trust structure and titling review
  • Beneficiary and account alignment
  • Gifting and exemption strategy
  • Business succession & buy-sell terms
  • Family meeting and document handoff
Read more  ›
TAX STRATEGY · PHASE IV

Keep more of what you earn.

  • Multi-year projections before December 31
  • Entity structure & compensation mix
  • Charitable and concentrated-stock planning
  • Asset location & loss harvesting
  • Direct coordination with your CPA
Read more  ›

Why Now?

Business Owners and Executives
  • Exercise and sale timing decisions are often irreversible once made.
Retirees / Pre-Retirees
  • Concentrated stock carried into retirement compounds risk every year it’s held.

Meet your partners.

Kevin Gray

CFP®, EA®, CEPA®
Partner, Wealth Advisor
Read bio

Brian Sweeney

MBA, CFP®, EA®, CEPA®
Partner, Wealth Advisor
Read bio

Teresa Russell

Partner, Wealth Advisor
Read bio

Schedule an Integrated Wealth Assessment

A focused conversation to look at what you’re doing today and figure out honestly whether we’re the right fit.

Schedule an Integrated Wealth Assessment

Not Ready to Schedule a Call?

Get Our Guide to Equity Compensation Planning in Columbus, Ohio