Success Beyond Today
Our Mission & Purpose
Granite Financial Partners coordinates the financial affairs of business owners with specific expertise serving multigenerational family businesses to achieve their business, life and legacy objectives.
Our mission is to create customized wealth preservation strategies which unlock the full power of human, intellectual, social and financial capital through our comprehensive wealth planning process and ongoing coaching.
Our Mission & Purpose
Granite Financial Partners coordinates the financial affairs of business owners with specific expertise serving multigenerational family businesses to achieve their business, life and legacy objectives.
Our mission is to create customized wealth preservation strategies which unlock the full power of human, intellectual, social and financial capital through our comprehensive wealth planning process and ongoing coaching.
Independence & Objectivity
As an independent advisory service firm and fiduciary, we are not affiliated with any banks, broker-dealers or insurance companies. This enables us to be agnostic & unbiased in our recommendations while working toward meeting the individual needs of each client. In addition, our holistic team approach is supported by our significant commitment to industry leading designations.
Independence & Objectivity
As an independent advisory services firm and fiduciary, we are not affiliated with any banks, broker-dealers or insurance companies. This enables us to be agnostic & unbiased in our recommendations while working toward meeting the individual needs of each client. In addition, our holistic team approach is supported by our significant commitment to industry-leading education.
Stewardship & Governance
Our commitment to stewardship and governance provides the foundation for our clients’ on-going peace of mind. We take this responsibility very seriously as demonstrated by our Global Financial Steward designation.
As fiduciaries, financial stewardship represents the care, planning, and management of our clients’ financial resources.
Stewardship & Governance
Our commitment to stewardship and governance provides the foundation for our clients’ on-going peace of mind. We take this responsibility very seriously as demonstrated by our Global Financial Steward designation.
As fiduciaries, financial stewardship represents the care, planning, and management of our clients’ financial resources.
Startups
You inherently know that strategy is the key to building a scalable business and getting the long term results. Unfortunately, there never seems to be enough time for strategic planning. You touch every part of your business each day and all too often your personal needs take a back seat to issues at hand, often cash flow, clients and employee issues.
Understanding how challenging the startup stage can be, we provide consulting and solutions to key questions including:
- Is your vision and mission attracting the right clients and employees?
- Is your business structure optimizing your tax consequences?
- Are you exposed to any liabilities?
- Is your family fully protected if you cannot work tomorrow?
- Are any of your partners or key employees vulnerable to recruiters?
- Are you working so hard in the business that you don’t have time to work on the business?
These are only a few questions that we can help you address.
Growth & Expansion
As your business grows you need to play a different role. You need to understand your options and risks. You may be facing some challenging questions:
- What would happen to my business in the event of my retirement, disability or death?
- What are my risks, if my partner or a key employee should suddenly get sick or leave?
- Can I attract the right people with my current compensation and benefit programs?
- Is my family protected if for whatever reason I can’t work ?
- What’s the best strategy for meeting my growth and exit objectives?
- Who should I start to groom as my successor? Who should I promote into leadership? Who is most qualified; family, friend or new hire?
- How can I develop a strategy that motivates and aligns my team to build the value needed to achieve my exit objectives?
These are only a few questions that we can help you address.
Exit Planning & Succession
A comprehensive business continuity plan is crucial to successful exit planning. Business continuity planning helps owners protect against the unexpected, while strengthening the foundation of their business and provides the answers to many key questions such as:
- What is my business worth?
- What amount of annual income do I need post exit?
- What do you want to achieve upon exiting?
- What aspirations do you have for myself and my family after I exit?
- Who is the right successor? How do I choose and maintain my relationships with family and friends?
- How do I align incentives and compensation to maintain culture and performance when I’m gone?
These are only a few questions that we can help you address.
“If you are tired of being a slave to your business and want to take control over your life, you need to stop working IN your business and start working ON your business.”
~ Michael Gerber, author E-Myth
