About the Webinar
In this Simon Quick Advisors session, Preparing for a Successful Business Exit, firm advisors Garrett, Chris, and Shai share guidance on planning and executing a smooth transition. The discussion highlights the importance of assembling the right advisory team early, maintaining confidentiality throughout the process, and communicating thoughtfully with employees at the right time. Speakers emphasize that proactive preparation helps business owners protect their interests and minimize risks when going to market. The webinar concludes with a reminder that while every exit is unique, all benefit from early planning and trusted professional support.
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.
