01Candid before comfortable
The plan has to survive the hard questions.
We surface weak assumptions early, distinguish evidence from momentum, and say what still needs to be proven before an owner acts.
About Alden
Built around the owner.
Not the transaction.
Alden exists for the years when a closely held company, a family balance sheet, and an owner’s future can no longer be planned separately. We bring those decisions into one coordinated picture.
The hardest part is rarely a lack of advice.
It is advice that does not connect.
A business owner can have a capable CPA, attorney, banker, investment adviser, valuation professional, and leadership team—and still be left alone to reconcile six different answers.
Alden was built to close that gap. We begin with the owner’s outcome, expose the assumptions connecting the business to the personal plan, and give every professional a clearer decision to support.
GGFounder · CEPA®
Gregory Garone, CEPA®
Business-owner and private wealth planning
Gregory works with closely held business owners to connect the value of the company with personal independence, family priorities, and the stewardship of wealth after ownership.
An Air Force veteran and Certified Exit Planning Advisor, he brings a preparation-first mindset to decisions that are too consequential to improvise. The objective is not to manufacture urgency. It is to make the owner, the business, and the advisory team ready before urgency takes control.
Based inRochester, New York
Planning lensBusiness + personal
RelationshipDirect and senior-led
The standard is clarity
before consequence.
Good advice is measured by whether the owner can see the tradeoffs, challenge the assumptions, and act without being pushed by the loudest voice in the room.
02Concurrent by design
The company and the owner prepare together.
Business value, personal financial independence, family priorities, and life after ownership move as connected workstreams—not disconnected projects.
03Coordinated without overreach
Each expert stays accountable for their discipline.
Alden connects the decision picture. Attorneys, CPAs, valuation professionals, bankers, business consultants, and transaction advisers retain their independent roles.
Trust is not a tone.
It is a way of working.
Reliability comes from disciplined questions, visible assumptions, clear responsibility, and the willingness to revisit the answer.
- 01Begin with the ownerThe desired life, family outcome, and definition of independence come before a product or transaction.
- 02Make the business legibleValue, transferability, risk, leadership depth, and owner dependence must be visible enough to challenge.
- 03Name the unresolved questionsA polished plan is dangerous when its most important assumptions have not been tested.
- 04Revisit the decisionThe right answer may be to grow, transfer internally, explore a sale, or keep preparing. Readiness creates that choice.
Senior-led advice.
No false claim to do it all.
The owner should not have to become the project manager of every professional involved. Coordination matters—but so do clear boundaries.
Remains the decision-maker.
Your priorities, family, timing, and definition of enough set the direction. The process should sharpen your judgment—not replace it.
Connects the full picture.
We organize the owner outcome, personal financial framework, business assumptions, open questions, and coordinated next actions.
Answers what requires specific expertise.
Your existing advisers remain important. When another discipline is needed, the work is defined clearly before a professional is brought in.
The business decision and the personal decision are the same decision.
The point of planning is not simply to complete a transaction. It is to create a business that can transfer, a financial plan that can support the owner, and a life the owner is prepared to enter.
See how the process works →Your Gateway to Enduring Financial Legacy
At Stock Option Guy, we envision a world where your financial acumen today blooms into a legacy of abundance for your family tomorrow. Our ethos is deeply rooted in the age-old commitment to not only provide for our kin but to instill a legacy of financial assurance that propels them to chase their dreams fearlessly, and to venture into realms they are passionate about with a robust financial wind at their backs.
We recognize that the cornerstone of this vision is a stable, flourishing financial groundwork. A groundwork that not only meets the needs of today but unfolds a horizon of opportunities for the generations to come. It’s about crafting a financial narrative so strong, it becomes the bedrock from which your family’s dreams and aspirations soar.
The realm of stock options, when navigated with precision and strategic insight, unveils a potential pathway to this enduring financial legacy. It’s more than just numbers and transactions; it’s about harnessing the potential of these financial instruments to sculpt a future brimming with promise, comfort, and the luxury of choice.
Our endeavor at Stock Option Guy is to be the compass guiding you through the complexities of stock options, unveiling strategies that optimize your financial assets to craft a legacy of generational wealth. Wealth that resonates with security, freedom, and a profound sense of empowerment for your loved ones.
As you traverse through our tailored strategies, envision a future where your children and their children step into a world abundant with financial resources, where the narrative of financial empowerment is a cherished family heirloom, passed down with pride and reverence.
Stock Option Guy is not just a financial advisor; we are your ally in embarking on a journey towards a rich financial legacy. A legacy that resonates through generations, fostering a culture of financial sagacity, ambition, and the pursuit of a life enriched with purpose and financial serenity.
Your aspiration for a prosperous future for your family is a voyage we are honored to be a part of. Let’s commence this journey of shaping a financially affluent legacy, ensuring the seeds of wealth you sow today blossom into a future of boundless possibilities and enduring financial prosperity for your lineage.
A private starting point
You do not need a finished plan to begin.
Use the guided journey to organize the questions—or tell us directly what is in front of you.