Our ultimate goal is to empower 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
  • Mergers and Acquisitions
  • Family Office Planning and Support (personal and business)
  • Industry Benchmarking
  • Business Advisory and Planning
  • Risk and Gap Management/Support
  • Valuation/QoE
  • Financial, estate, tax strategy​
  • Post-transition guidance
Our Explore, Grow, Change, & ​Legacy Packages
​align directly with the goals and personal net worth of the business owner
​ over time.

Case Studies

Significant Tax Savings, $5M increase in final sale ​


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"Quest's value exceeded their fees tenfold."

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Final Sale Price of Business Doubled Under Quest's Advisement


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"The return on investment was more than 10 times what we paid Quest." ​
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$7.2M Increase in Net Worth


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"Quest managed our other advisors and put their fee up to a guarantee. No one else had ever done that." ​
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Internal Succession Planning Doubles Size of Company, Preserves Founder's Legacy ​
"Quest allowed me to take a step back without losing all control."
$6M Increase in Revenue After Economic Downturn

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​"We took advantage of change when others were closing up shop."

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