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
  • 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
Quest is dedicated to improving the lives of underserved children. 10% of gross revenue is donated to children in need through the Make An Impact Foundation.

Case Studies

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


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​"Quest's value exceeded their fees tenfold."
$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." ​
$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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