For high-net-worth individuals (HNWIs) or families, estate planning is pivotal for seeking to ensure their wealth is preserved and transferred efficiently to future generations. When it comes to receiving an inheritance, accepting it might seem like a no-brainer. The idea of disclaiming interest may be difficult to grasp. But in fact, disclaiming interest is a...Read More

In any successful business, financial management is a critical component. Key financial roles include the Chief Financial Officer (CFO), Controller, and Accountant, which are integral to managing a company’s finances. However, their distinct roles and responsibilities in financial management can be confusing. This article explores the distinct roles and responsibilities of a CFO, Controller, and...Read More

Mergers and Acquisitions (M&A) are pivotal in shaping the future of businesses, providing opportunities for expansion, synergy, and growth. However, the real measure of success in M&A lies not only in a high sales price but in ensuring post-sale benefits are fully realized in unlocking long-term value. Quest, a business advisory firm located in the...Read More

When selling or merging businesses, the common choices for advisors are business brokers, investment bankers, and consulting firms like Quest. Selecting the right advisor can help you navigate the process and profoundly affect the outcomes. While business brokers, investment bankers, and Quest provide essential services, their roles and expertise vary significantly. Recognizing the differences can...Read More

In the dynamic business environment, maintaining a financially sound and strategic vision is critical for business success. One key position that can help businesses achieve these goals is a Chief Financial Officer (CFO). However, many businesses, especially small and medium-sized enterprises or start-ups, may not afford to hire a full-time CFO. This is where fractional...Read More

Family offices have long been held as a subtle yet powerful strategy in wealth management. In recent years, however, they have emerged as a necessity in the financial sector. This shift has not gone unnoticed, causing significant attention throughout the traditional financial landscape. One of the greatest ways of managing wealth and assets for ultra-high-net-worth...Read More

Business consultants partner closely with business owners and leadership teams to identify challenges, highlight areas for improvement, offer strategic advice, and propose practical solutions. By providing an outsider’s perspective, business consulting can be a highly valuable investment for any enterprise. 1. Harness Specialized Knowledge Consultants bring a wealth of expertise, drawing from their experience with...Read More

What is the ideal way to maximize value in my business before, during, and after-sale? Begin with the end in mind Confirm what the value of your company needs to be before an impending sale. Work with an advisor who can also support your personal planning issues so that you can determine what cashflow goals...Read More

No one knows what tomorrow looks like, but business owners need to start imagining. As business owners consider business succession, one of the biggest considerations beyond the financial picture is how they envision their personal future. “If you like to travel or play golf, what will you do when you get bored of all of...Read More

As a business owner, you have a full stable of professional advisors at your disposal to answer questions and highlight best practices regarding finances, accounting, legal issues and more. It’s easy to see how hiring a business consulting firm could be seen as redundant. But the expertise and experience you get from a business consultant...Read More