Independent capital advisory · Holmdel, New Jersey
Capital decisions, built on bedrock.
Greystone Capital Advisory is an independent capital advisory practice for owner-led and mid-market companies. The name is the standard: advice with the weight and permanence of stone, laid down so the next decision has something solid to stand on. We help with financial planning, capital and debt strategy, and the ongoing counsel that turns a set of numbers into a decision you can defend.
Professional ServicesLight ManufacturingConsumer BrandsHealthcareLogisticsConstructionWholesaleReal EstateWhy Greystone
Solid ground first. Then the next move.
Greystone
The footing we build on
A capital decision made on shifting numbers costs more than the decision itself. We lay the foundation first: a model of the business you can trust, so the plan still holds when the market and the lenders change their minds.
Capital
The question we answer
How much, from where, on what terms, and what it will really cost over the life of the business. We put the whole capital picture in one place and in writing, before the deadline does it for you.
Counsel
Advice, not a product
We advise. We do not sell financing, take referral commissions, or carry a product to push. Independence is what makes a recommendation worth having.
Services
Three disciplines, applied to one balance sheet.
Most businesses do not have a numbers problem. They have a decision problem the numbers were supposed to answer, usually under pressure. Greystone Capital Advisory builds the financial picture first, then works the decision with you until the pressure comes off.
01
Financial Planning & Forecasting
A working financial model of your business: cash-flow forecasting, operating budgets, margin analysis, and scenario planning. You get a model you can actually run, not a static deck, so you can test a hire, a price change, or a new location before you commit to it.
Cash flowBudgetingScenarios
02
Capital & Debt Strategy
Structuring the right side of the balance sheet. We assess existing obligations, model the true cost of available capital, prepare the financial package lenders and partners expect to see, and help you weigh the terms in front of you against the ones worth waiting for.
Capital structureLender readinessRisk
03
Ongoing Advisory
Senior financial counsel on a retained basis for companies that need the judgment of a CFO without the fixed cost of one. Monthly reporting cadence, review of major commitments, and a standing seat at the table when the consequential decisions get made.
Retained counselReportingBoard support
How we work
Defined scope. Written deliverables. Nothing left hanging.
Engagements are bounded and specific, the work stays owned by the people inside the business, and every step ends with something in writing.
01
Listen
A working session on your business, its operations, and the decision actually in front of you, before anyone opens a spreadsheet.
02
Frame
We put the situation in writing: the problem, the constraints, the options, and their financial consequences over the long run. You approve the framing before the work proceeds.
03
Partner
We work alongside your team against a defined scope, timeline, and fee. You keep the deliverables and continue to use them long after the engagement ends.
About the practice
Independent counsel, held to a written standard and set in stone.
Greystone Capital Advisory serves businesses that have outgrown their bookkeeping but do not yet need, or want, a full-time finance department. The name was chosen as a standard to be held to: advice solid enough to build on, and a client who can see exactly what they are standing on.
Every company's financial landscape is its own. That is why the work begins with listening and ends with something written: a model, a framing, a recommendation you can hold up to a lender, a partner, or a board and have it hold together.
A senior advisor on every engagement
Fixed-scope, fixed-fee proposals
Written deliverables, not just slide decks
Independent by design, with no referral commissions
“The number is rarely the hard part. Knowing which number the decision turns on, and what it will cost the business over the life of the capital: that is the work.”
Anthony Mannino Greystone Capital Advisory
Get in touch
Ready to put the next decision on solid ground?
Request a complimentary introductory consultation. We follow up within one business day to schedule a thirty-minute call.
