Winning Your Exit: Are You Ready to Sell Your Business?
A Free Live Webinar With Simon Quick Advisors
Thank you for registering for our webinar, Winning Your Exit: Are You Ready to Sell Your Business? taking place on October 21 at 12:30PM EST.
Please check your inbox shortly for a confirmation email with event details and access information.
Your Exit Is a Once-in-a-Lifetime Event
Selling a business is one of the most significant financial and personal milestones in an entrepreneur’s life. Done well, it can unlock extraordinary wealth, freedom, and opportunity. Done poorly, it can leave millions on the table — and create regret that lasts for years.
The reality: most business owners only exit once, and nearly 75% report feeling unprepared for life after the sale. Without a clear strategy, critical tax, estate, and investment considerations often get overlooked.
In this webinar, Darcy O’Brien (CMO) and a panel of Simon Quick advisors will walk you through the strategies, pitfalls, and planning levers that drive successful exits — helping you protect your wealth, secure your legacy, and plan your next chapter.
What you will learn during the webinar
73% of privately held companies will change hands in the next decade. Learn why timing and preparation make the difference between a smooth transition and costly missteps.
Explore how tax strategy, estate planning, investment diversification, liquidity planning, and risk management work together to preserve wealth.
Understand why net proceeds matter more than headline sale price — and how to maximize what you keep after taxes and fees.
Walk through case studies of business owners who turned complex exits into long-term financial success — and what they did differently.
Discover how to prepare not just your company, but yourself and your family for life after the exit.
Learn why a coordinated wealth, tax, estate, and risk management team can add 400–500% more value to your exit outcome.
Don’t Leave Millions on the Table — Register Now
Fill out the form below and secure your spot today. Gain professional insights, eye-opening case studies, and practical strategies to ensure your exit is a launchpad for the future you envision.
Thank you for requesting access to our webinar, Exit Planning for Private Business Owners. We’ve sent the recording directly to your inbox. Please check your email for a link to watch the session at your convenience.
About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too.
In 2004, Leslie Quick was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide independent, fiduciary management for his family and others. Similarly, J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, opened a family office to protect and grow their family’s legacy.
In 2017, these two firms united to form Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we continue their mission to deliver wealth management that’s built on trust, not transactions.
The Trust We’ve Earned
When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein.
No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.