Insights

Four years in business: What we learned

September 16, 2025

Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what’s next.

A cheat sheet for selling your business

August 19, 2025

It’s easy to get lost in the many moving parts of selling a business. In this cheat sheet, we’re breaking down the various components and players to help you keep

It’s easy to get lost in the many moving parts of selling a business; we break down the various components and players to help you keep track of who’s who and what’s what.

How to sell your business

August 19, 2025

If you had to boil “selling a business” down to one word, we might pick complicated. Selling a business requires owners to think through tax, legal, and financial considerations for

Selling a business requires owners to think through tax, legal, and financial considerations… for both themselves and the business. We help you get started.

August 2025 market update

August 15, 2025

July recap and August outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material

July was filled with tariff news, shock firings, surprise data releases, and the President feuding with the Fed and the richest man in the world.

Why even wealthy families need budgets

August 12, 2025

At its core, budgeting is about money coming in and money going out. Anyone who earns and spends money has a budget. (Similarly, anyone who eats food has a diet.)

If you earn and spend money, you have a budget. Here’s how wealthy families can use cash flow to help optimize their finances.

Inheritance? Settlement? If you’ve had a big payday: WATCH THIS

August 8, 2025

A sudden influx of money—the kind that comes from an inheritance, settlement, or similar big money event—can come with emotional strings attached.

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