Our ServicesCapital
Private equity-backed capital for cash buy-outs, infrastructure investments such as staffing and hiring, and other advisor M&A.
Business Consulting
[work with advisors to understand their books, P&L, cost saving through benefit of scale] + [majority of GCG advisors service successful business owners so extensive knowledge within (peer advisors/network of advisors) of business-owner specific client solutions [liquidity events, legacy transfer, valuations]
Equity partnership opportunities
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Succession
Path to retirement curated to fit you and your business’ specific needs -
(timeline, deal structure, funding [mix cash/equity, etc.] + successor search (if needed)
Support
Full middle and back-office support available to you. GCG will handle staffing, real estate, office management operations, and compliance, as well as cover all the business expenses.
Valuation
Transparent throughout the valuation process + provide education
A hybrid platform for designed for flexibility, efficiency, and scalable growth
Private equity-backed strategic capital
*advisor MA, partner buy-outs, monetization
CapitalOur Personal CFO platform uses cutting edge technology to aggregate all your assets, liabilities, income, and expenses in one place, in real time. We then organize your most important documents into your digital vault, so you never have to search for that crucial piece of paper again. Utilizing that same technology, we can identify where your dollars might be better spent and determine the most effective way to prioritize your spending to saving ratio. Through our quarterly review process, we will collaboratively create the discipline needed to help achieve your most important life goals.
SuccessionSupportIn order to create a plan, you have to be asked the right questions. We take the time to understand your values and priorities.
No matter where you are in life, we can provide guidance, coaching and tools to prepare for life’s uncertainties. Our first step towards building a relationship is getting to know you. You will work hand-in-hand with one of our trusted professionals to uncover your financial DNA. We will help you prioritize your life goals, and in the process, design a financial plan to help achieve them.
Business ConsultingThe reality we have seen time again is that the more you achieve, the more you can lose. Once we identify your specific risk profile, we will go about implementing a three-pronged risk management approach:
• Risk minimization through lifestyle and behavioral changes
• Risk transfer through legal contracts and insurance policies
• Risk reduction through loss control and engineering
*All Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
Equity Partnership opportunitiesWith a better understanding of you and your family’s needs, we can help find ways to improve your financial health. Investment returns hold little value if they are not used to drive progress and improvement. The goal of Wealth Management is to guide you through unexpected life events while staying on course to meet your financial goals.
TransparencyAt GCG, our team will help you optimize how your assets will be distributed under a unified estate plan, based on current tax law. We can help you document your wishes to minimize the administrative burden of future generations and maximize the value entrusted to the people and causes you treasure.
*Woodbury Financial Services, Inc. and its representatives do not provide tax and legal advice.
Please consult your tax advisor or attorney for such guidance.