Gray Strategic Partners, LLC

Our Year End Planning Seminar is this week, and you don't want to miss it! Join us this Thursday, December 5, for a seminar filled with valuable insights that could make a big impact on preparing you for the opportunities and challenges that 2025 will bring. Experience a range of informational sessions, including our Economic Outlook Keynote, Client Panel on Strategic Business Planning, and Tax Update. Hurry - Registration is closing soon! Click below to learn more and register now. #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating #G3Events

Save Your Spot Today for Gray, Gray & Gray's Year End Planning Seminar! Join us in-person at our Canton office on Thursday, December 5th to hear from our expert presenters and panelists during our Client Panel on Strategic Business Planning, among other insightful sessions. This panel will help build your knowledge on what other business leaders are doing to create a more resilient company. Watch the video below as Gray, Gray & Gray Director, Bryan Pearce, highlights the key aspects of this panel discussion, including common mistakes often made by owners regarding the growth and valuation of their businesses, transitioning and enhancing leadership and your employees, as well as some of the opportunities they see for their businesses as they head into 2025. Register now to experience this client panel and other important sessions: https://bit.ly/4fzyQdl #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating #G3Events

Strive for Greater Success in 2025 at Our Year End Planning Seminar! What opportunities – and challenges – will 2025 bring? Has inflation finally been tamed? What can we expect in the post-election tax environment (based on what we know so far)? What are other business leaders doing to create a more resilient company? Get answers to all of these questions and more by attending our in-person Year End Planning Seminar on Thursday, December 5th! Advance registration required. Attendance is free, but seating is limited. Click below to learn more and register today. #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating #G3Events

What can you do to make 2025 your best year ever? Find out at Gray, Gray & Gray’s Year End Planning Seminar on Thursday, December 5th! As part of our informational seminar sessions, you will be able to build your knowledge on what’s ahead for the economy during our keynote session on Economic Outlook with City of Quincy Chief Financial Officer, Eric Mason. Learn from Eric the opportunities and challenges that 2025 can be expected to bring, how the November election will impact the economy, if inflation has finally been tamed, and much more. Learn more about this upcoming seminar and register today: https://lnkd.in/eCXmKhz2 #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating #G3Events

Registration Now Open! Gray, Gray & Gray's 2024 Year End Planning Seminar Join us on Thursday, December 5th for our seminar, Striving for Greater Success in 2025: Adapting and Innovating for the Year Ahead! This year's seminar will fire you up for 2025 with information and inspiration designed to give you a head start on developing the strategies and tactics to grow and prosper in the New Year. With the help of our expert presenters and panelists, you can build your knowledge on what’s ahead for the economy, the post-election tax landscape and how to prepare for potential implications, and what other business leaders are doing to create a more resilient company. Learn more and register: https://lnkd.in/eCXmKhz2 #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating

Save the Date! Gray, Gray & Gray's 2024 Year End Planning Seminar We are pleased to announce this year’s seminar, Striving for Greater Success in 2025: Adapting and Innovating for the Year Ahead, taking place on Thursday, December 5 at Gray, Gray & Gray's Canton Office. What can you do to make 2025 your best year ever? The future is what you make it, and we’re here to help! Gray, Gray & Gray’s Year End Planning Seminar will fire you up for 2025 with information and inspiration designed to give you a head start on developing the strategies and tactics to grow and prosper in the New Year. Stay tuned for more event details and registration coming soon! #ThePowerOfMore #StrivingForGreaterSuccess #Adapting #Innovating

Gray Strategic Partners, LLC is pleased to announce that Erik Jensen has joined the firm as a Managing Director. Jensen will work with both public and private companies at all stages of development, on both the buy-side and sell-side of transactions. Jensen brings more than 30 years of successful investment banking experience to Gray Strategic Partners. He has advised clients in multiple industries on all aspects of M&A, joint ventures, corporate financing, private equity, and complex transactions. Click below to read the full press release.

Entrepreneurs generally come to a point in their business journey where they find themselves in need of professional financial guidance. Investment bankers raise capital, execute mergers and acquisitions, and navigate complex financial transactions. Often, this includes the refinancing of existing debt, raising capital for business expansion, buying a business, buying out a partner or selling the business. Entrepreneurs are experts in their businesses and not necessarily in financial transactions. Which is why advisors can be helpful in these circumstances. Click below to read the full article.

We always appreciate receiving feedback about our work environment and are happy to share the kind and uplifting words from Will Mountzoures, Investment Banking Associate at Gray Strategic Partners. Our “one-firm” culture is a direct result of our people and extends to each of our g3 companies. We are looking forward to continuing this emphasis on a friendly and welcoming culture with summer fun approaching, including Summer Fridays and some exciting firm events! Visit our Careers page to learn more about how we offer more power over your career: https://lnkd.in/gsej2kZF #ThePowerOfMore

Is Now the Right Time to Sell Your Business? Everyone is broadly familiar with the private equity business. Private equity funds use pools of equity capital to acquire and/or make investments in businesses often using debt to “lever” their returns. They are in the business of buying and selling businesses. Accordingly, everything is for sale at the right price. Businesses owned by families and entrepreneurs are different. The business is often the primary livelihood of the principal owners, includes a lengthy family legacy, confers social status on the owner/operator and perhaps an emotional attachment. However, there are myriad reasons for owners to sell or seek some sort of liquidity event. These reasons include (among other things), retirement, generational succession, the buyout of other shareholders, or simply the rationale desire to “derisk” wealth concentration. Click below to learn more.