Salt & Stone Advisors

Salt & Stone Advisors partners with founders and family leaders navigating growth, leadership development, and succession. Our work helps owners align family, leadership, and operations so the business is resilient today and transferable tomorrow.

Working with family-owned and closely held businesses across growth, transition, and generational change.

What We Do

Family Business Advisory

We help families navigate the unique dynamics of working together across generations. This work creates role clarity, healthy boundaries, and alignment between family, ownership, and the business.

Transition & Succession Planning

We guide family-owned and closely held businesses through thoughtful, structured leadership and ownership transitions. Our approach brings clarity to timing, roles, and readiness—protecting both enterprise value and family relationships.

Operations & Growth Advisory

We partner with owners to strengthen strategy, execution, and operating discipline. The result is a business that runs more smoothly, scales responsibly, and is less dependent on the owner day-to-day.

Leadership Development & Bench Strength

We help owners build leadership depth and prepare the next generation to lead. This work strengthens confidence, capability, and continuity while reducing leadership risk.

Business Development & Sales

We bring structure and discipline to growth by strengthening sales strategy, pipelines, and execution. This creates more predictable revenue and healthier, sustainable growth.

Consistent Outcomes

Clear direction

Aligned leadership

Stronger operating discipline

Predictive execution

Reduced owner dependency

Increased enterprise value

Transferable leadership

Greater confidence in future

Succession & Transferability Readiness Assessment

For owners thinking ahead, this assessment provides a clear pulse on succession readiness, transferable leadership, and long-term enterprise value.

Get Started

“Succession was only a concept when we met. Today, leadership and operating plans are in action, the business is aligned and executing, and I have confidence I can exit when I am ready.”

Founder-Led Business