What Does Your
Quest Look Like?

You know where you want to go. Getting there is the difficulty. That's where we come in. 

Who We Are

Quest is an independent business advisory firm dedicated to helping business owners reach their goals and prepare for transitions. By focusing on the drivers that will increase business value and personal net worth, including supporting the family's estate and income tax mitigation plans, we help business owners realize liquidity goals in transition.
​
We help our clients realize opportunity, value, and a path forward through inventive, smart solutions that deliver measurable growth -- guaranteed.

​Serving middle-market businesses, $10M-$100M in annual revenue, within a 4 hour plane ride of Charlotte, NC.

Our Most Utilized Services

Our ultimate goal is to send forth business owners with all the knowledge, tools, and ongoing support they need to enact change in their organizations. By leveraging our services you'll advance your goals — whether your focus is on individual career development, team empowerment, succession planning, igniting growth, or overcoming any of the numerous challenges your business is facing.

Succession Planning

Financial, Estate, Tax Strategy

Valuation Services/QoE

Mergers & Acquisitions

Business Advisory and Planning

Industry Benchmarking

Family Office Planning

Risk & Gap Management/Support

Post-transition support

Our team has a lot to be proud of
YEARS IN BUSNESS
MILLION DOLLARS CONSULTED

What Our Clients Are Saying

/

  • 1
  • 2
  • 3
  • 4
  • 5
Quest successfully navigated the sale of our family company to a publicly traded company at a time when the economy was putting others out of business.

Tim Victory

President
/
Victory Infrastructure Construction

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Quest was critical to driving the financial metrics of our business to allow for an opportune sale.

Tommy Morrison

President
/
Stanley Environmental

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Quest played a lead role in navigating a significant internal succession with key employees and partners.

Lea Burt

CEO
/
MCI HVAC

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Quest helped us navigate the downturn in the economy and expanded our firm's operations.

Keith Pehl

President, CEO
/
Optima Engineering

  • 1
  • 2
  • 3
  • 4
  • 5

/

  • 1
  • 2
  • 3
  • 4
  • 5
Quest was able to identify estate and income tax opportunities while selling our business at a price significantly ahead of our expectations.

Jim Lanier

President
/
Earth Farms Organics

  • 1
  • 2
  • 3
  • 4
  • 5
  • 0
  • 1
  • 2
  • 3
  • 4

    Stay in touch with Quest

215 S. Main Street, Suite 303, Davidson, NC 28036 
​(704) 831-8777