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How To Prepare For The Sale of A Business: My Personal Experience Selling Quick & Reilly

Are you considering selling your business in the near future? It can be exciting to think about the possibilities, but selling a business can greatly impact your family, colleagues, and personal life. It’s imperative to understand how the right professionals, like attorneys and advisors, can help you streamline the sale and enhance your proceeds. It’s also important to put a financial plan in place for the proceeds, considering what your life will look like after the sale. To read more, press the download button now.

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Third Quarter 2019 - Market Newsletter

As we prepare for Halloween and the swarms of costumed trick-or-treaters banging down our doors, I thought I’d share a spooky excerpt from the IMF’s latest World Economic Outlook publication: “The global economy is in a synchronized slowdown, with growth for 2019 downgraded again…its slowest pace since the global financial crisis.”

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James McGurren Joins MQS as a Managing Director and Client Advisor

We are pleased to announce that Jim McGurren has joined Massey Quick Simon as a Managing Director and Client Advisor. In this role, Jim will offer financial planning and investment management advice, helping clients navigate the complexities of their financial lives. We are thrilled to offer a local presence to our clients on Long Island!

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The Top 5 Financial Planning Challenges Of Generational Wealth

Do you want to leave a lasting legacy that spans generations to come? If you’re like most of our clients, the answer is a resounding yes! And while this is a noble goal to have, many wealthy individuals underestimate the unique challenges that come with leaving behind generational wealth. Today we’re going to talk about the top 5 financial planning challenges of generational wealth (and what you can do to combat them).

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White Paper: 5 Important Financial Tools To Use When Preparing For An IPO

An Initial Public Offering (or IPO) is a big step for an entrepreneur to make. Making an initial public offering demonstrates that the business has provided enough value to sell its equity to the public, with the intention of raising significant capital. Successful IPOs also give the public confidence in the company when the offering is priced correctly and share prices rise. However, there are many complexities that a business owner should consider both prior to and after each IPO, like increased income as well as estate tax liabilities. An IPO may result in a significant windfall for the business owners, and there are five key financial tools that we’ve used to guide business owners during and after the IPO process; those key financial tools are GRATs, IDGTs, CRTs, 10b5-1 plans, and equity award plans (RSUs).

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Helping a Young Entrepreneur Organize His Finances

Josh Jones is a young entrepreneur who recently launched a successful technology start-up company after working as an Investment Banker on Wall Street for five years. He opened a brokerage account after his first few years of working and has been adding to it over time. He has always enjoyed following the stock market and picking single name stocks for fun. However, since his business takes up most of his time, Josh is no longer able to monitor his account closely.

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Video: Market Insights Discussion: Opportunity Zones

Get an in-depth view of opportunity zones in our Market Insights Video, led by Client Advisor, Loraine Salvo and featuring our CIO, Chris Moore and Head of Investment Research, Wayne Yi. They cover the basics of OZ funds, speak about investment strategies, and explain how we are implementing the strategy into client portfolios.

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What I’ve Learned In My 30 Years Working For A Family Office

When you are part of a successful family, the intricate details of wealth and lifestyle management can be overwhelming. Thankfully, there are people dedicated to helping families build and preserve their wealth while managing the complex challenges that come with it. My long career has been focused on doing just that.

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What's New At MQS: Summer Update

At Massey Quick Simon, we work hard to provide our clients with peace of mind so they can focus on what matters to them, which may include time at the Jersey Shore with family and friends this time of year. As always, we would like to thank all of our clients, team members, and friends of the firm who have positively impacted Massey Quick Simon so far this year. Continue reading to learn about our newest initiatives, offices, and blog posts!

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