Succession planning

How to sell your business

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.

A cheat sheet for selling your business

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 manage the emotional impact of sudden wealth

A sudden influx of money—the kind that comes from an inheritance, settlement, sale of a business, or similar big money event—can come with emotional strings attached. In fact, large paydays

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

4 life insurance tips

At Quorum Private Wealth, we don’t sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.

How to build generational wealth

There’s a proverb about wealth that’s so prevalent we see versions of it across countries and cultures: shirtsleeves to shirtsleeves in three generations. In other words, family wealth never survives

A recent study showed 70% of wealth is lost in the first generational transfer, and a full 90% by the third. We look at ways to avoid the trap and build a legacy.

You inherited money—now what?

Inheriting a significant amount of money is rarely a bad thing. But it does come with a unique set of challenges that aren’t always apparent. If you don’t have experience

Many people don’t know where to start when it comes to receiving an inheritance. We review taxes, investing, and overall money management.