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You’re An Expert In What You Do

But You Don’t Have To Do It Alone

Offering Financial Guidance To Benefit You, Your Employees and Your Bottom Line


You started a business so you could spend your days doing what you love. And chances are, researching and weighing the options of your financial obligations isn’t what you’re passionate about. At Grey Fox, we help ease the burden business owners feel by offering simple solutions and insightful knowledge about their options.


We Can Help You With


Employee Retirement Plans

  • 401(k) & 403(b) Plans
  • SEPs & SIMPLE IRA Plans
  • Pension Plans
  • ESOPs
  • Nonqualified deferred compensation plans

Employee Group Insurance

  • Disability
  • Life
  • Health
  • Dental
  • Vision
  • Critical Illness

Owner & Executive Solutions

  • Exit Planning
  • Buy-Sell Strategies
  • Buy-Sell Review
  • Informal Business Valuation
  • Transfer Strategies
  • Employee Stock Ownership (ESOP)

Owner & Key Employee Benefits

  • Nonqualified Deferred Compensation Plans
  • Compensation Design
  • Executive Bonus Plans

Could Your Business Use a CFO?

We’re Here to Help