Graybridge Advisory is a consulting firm headquartered in Houston, Texas, serving clients nationwide. We help RIA owners and wealth management teams plan ownership transitions, determine firm value, and prepare for transactions with clarity and confidence. Our team delivers tailored strategies, trusted insights, and practical documentation across succession & continuity planning, practice valuation , M&A readiness, equity & compensation design, and post-transaction integration & communications. By pairing institutional-grade rigor with close, senior-led attention, we provide step-by-step plans, templates, and governance frameworks that protect continuity, align incentives, and preserve enterprise value. Mission: To equip advisory leaders with the tools, insights, and strategies to build, value, and transition their firms.
| Website | https://www.graybridgeadvisory.com |
| Employees | 4 (3 on RocketReach) |
| Founded | 2021 |
| Address | 1301 McKinney St, Houston, Texas 77030, US |
| Industry | Business Consulting and Services |
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Graybridge Advisory Questions
Roman Caleb is the Managing Partner of Graybridge Advisory.
3 people are employed at Graybridge Advisory.
Graybridge Advisory is based in Houston, Texas.
Top Graybridge Advisory Employees
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Roman Caleb
Managing Partner at Graybridge Advisory
Houston, TX, US -
2
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Barbara Randall
Senior M and A Consultant at Graybridge Advisory
Houston, TX, US
