About
Salt & Stone Advisors partners with owners of family-owned and closely held businesses who want to build something that lasts.
We work with leaders navigating growth, leadership development, and transition, often at pivotal moments when clarity, steadiness, and trusted guidance matter most. Our focus is helping owners strengthen the business today while intentionally preparing for what comes next.
Our work sits at the intersection of succession planning, operational excellence, leadership development, and family systems. We believe strong businesses are built not only on strategy and execution, but on aligned leadership, healthy decision-making, and thoughtful preparation for the future.
Our Philosophy
We believe succession and growth are not single events, but long-term processes that deserve both discipline and care.
Whether guiding a leadership transition, strengthening operations, or supporting a family navigating shared ownership, our approach is:
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Clear, structured, and disciplined
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Thoughtful and relationship-centered
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Focused on reducing risk and increasing enterprise value
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Grounded in long-term stewardship, not short-term fixes
The goal is not simply continuity, but transferable leadership, resilient systems, and businesses that can thrive beyond any one individual.
Who We Serve
Salt & Stone Advisors works primarily with:
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Family-owned and closely held businesses
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Founder-led companies preparing for transition
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Second- and third-generation owners and leaders
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Families seeking clarity around leadership, ownership, and continuity
Many of our clients are successful by traditional measures, yet sense the need for more intentional planning as their businesses and families grow.
