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Business Ownership for Business Owners and Pre-Retirees

Serving Columbus, Ohio and clients nationwide

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Most of What You’re Worth Is Sitting in One Place

When most of your net worth sits in one business, diversification isn’t optional.

Coordination
Personal and business finances.
Diversification
Owner’s wealth concentrated in business.
Exit/Growth Plan
Clear plan for what comes next.

One solution

One team. One strategy. One point of accountability.

Who This Is Built For

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

Business Owners

Running and growing a company, 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 former owners themselves.

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

Business Owners

  • Entity structure and rising tax exposure
  • Institutional-style access as income grows
  • Exit, sale, or succession timing

Retirees / Pre-Retirees

  • Proceeds from a prior sale
  • Diversifying out of concentrated positions
  • Legacy planning after the business
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
  • Pre-sale tax positioning only works if it starts years before a sale.
Retirees / Pre-Retirees
  • Concentrated proceeds from a sale need a plan before they land.

Meet your partners.

Kevin Gray

CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Brian Sweeney

MBA, CFP®, EA®, CEPA®
Partner, Wealth Advisor
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Teresa Russell

Partner, Wealth Advisor
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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 Business Ownership Planning in Columbus, Ohio