What Does Your
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Who We AreQuest 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 PlanningFinancial, Estate, Tax StrategyValuation Services/QoE |
Mergers & AcquisitionsBusiness Advisory and PlanningIndustry Benchmarking |
Family Office PlanningRisk & Gap Management/SupportPost-transition support |
Our team has a lot to be proud of |
YEARS IN BUSNESS
MILLION DOLLARS CONSULTED
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What Our Clients Are Saying
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