Business Owners

Make the Most of Your Money

Learn how we helped business owners like you protect and grow their wealth.

Case Study

Michael & Cecilia

The Clients

Our clients, whom we will call Michael and Cecilia, are passionate about their business, and through hard work, dedication, and smart planning have built a successful practice generating millions of dollars in revenue. As this couple approaches retirement in the next five to eight years, they are ready to begin a succession plan that would provide financial security and flexibility to consult part time and travel to see their three adult children after they retire.

The Challenge

The owners have more than half of their net worth tied to their business. With the busy day-to-day demands of running a fast-paced business and life, they had little time to plan their exit strategy. They knew they had critical decisions to make soon but didn’t know where to start to obtain the comprehensive guidance they needed to plan their future.

Their Needs

The couple wanted guidance on tax-efficient strategies, transitioning their business to their children, and navigating personal and business matters.

The Solution

Confidence and Preparedness Throughout Their Business Journey

For this business-owning couple, the close connection between their personal and business finances presented unique challenges for staying on track and protecting their legacy. With a balanced approach, we help ensure every element is optimized, coordinated, and aligns with their goals, starting with the following four services:

Personal CFO

Following a recommendation from their CPA, the clients engaged Quantum as their dedicated Personal CFO. We helped the couple create a comprehensive financial strategy that is tax-efficient and forward-thinking — integrating tax optimization, investment management, succession planning, and retirement preparation.

Comprehensive Financial Planning

Our holistic approach gives the couple clarity, identifying and addressing challenges and providing solutions that align with their personal and business priorities.

A Deep Pool of Resources

In addition to our in-house team, we tap into our own network to connect the couple with trusted professionals and resources — including an estate attorney and insurance agent — who support every aspect of their financial lives and help them reach their long-term goals.

Ownership Transition and Next-Generation Planning

It is also critical to prepare the next generation for ownership. We facilitated open conversations with the family and helped craft a succession plan that helps ensure a smooth transition for all. Our clients feel confident their business’s legacy will be preserved according to their wishes.

Our Services

Financial Planning
Cash Flow and Budgeting
Estate Plan Design

Investment Management
Risk Management
Sudden Wealth Support (Divorce & Inheritance)

Business Exit Planning
Tax Minimization Strategies
Stock Option and Restricted Stock Planning

Our Process

1.

Schedule a Call

Connect with an advisor to see if we might be the right fit for you.

2.

Share Your Goals

Meet with us so we understand your goals and confirm we are a good fit.

3.

Build a Plan

Partner with your dedicated advisor to design your personalized financial strategy.

Are We the Firm for You?

Finding the Right Advisor
is Important.

We may be a good fit if:

You want a clear financial plan and investment strategy to reach your goals
Getting and keeping your entire financial house in order is a priority
You value having an ongoing relationship with a trusted partner

Download Our
Whitepaper

Download our white paper “Managing Wealth with Confidence in Uncertain Times: How Executives and Business Owners Thrive,” to learn more about how we can help guide you to reaching your financial goals.

Download the Whitepaper