Start your Quest with us!

Quest is a premiere Family Business Advisory firm that empowers our family owned and privately held business owners to make great decisions as they manage their business transitions to successful outcomes. The firm’s team has experience that includes mergers of public companies in the billions to navigating sales of lower middle market businesses up to $50M to helping small businesses execute small transactions. The firm has a specialty in business succession planning to prepare owners for accomplishing their goals, we structure practical tax solutions for estate and income purposes, and we realize value as we facilitate the transaction to close.

Family Business & Family Office Support

Our belief is that personal, family, business, charitable, and taxation goals should be aligned as you journey through significant transitions in life.

Competitive Market Test

Our proprietary financial modeling and methodology creates real time market information using the best industry and financial data available for the privately held business owner.

Mergers & Acquisitions

Our competitive process is designed to achieve the best value, the ideal tax solutions, and the right cultural fit as we execute on the goals of the privately held business owner.

We believe that our family office process will also include other teammates that should include our clients’ legal, financial, wealth, and risk advisors.  We are committed to empowering our family business owner to make great decisions.

Are you a fit for the Quest journey?

We love to work with privately held business owners, families, teammates, vendors, partners, etc. that share the same beliefs as Quest.

We work as a TEAM in partnership with all of our stakeholders. We are dedicated to LOVE for our community as we give 10% of all net revenues to the Make An Impact Foundation to serve underprivileged children. We treat our customers situations as if they were our own and we handle with CARE. We are CATALYSTS to facilitate learning, growth, and change to ease implementation. We CELEBRATE the completion of milestones and accomplishment with the humility of CHAMPIONS.

The Quest Advantage

WE CARE ABOUT YOUR BUSINESS

We genuinely care about our clients and their families, our team and their families and our communities and charities and believe there is no obstacle that is insurmountable.

WE'RE TEAM PLAYERS

We believe business owners are looking for like-minded teammates who understand their journey who offer best practices to help achieve goals and exceed expectations.

THE QUEST GUARANTEE

Our fees will be recovered based upon identified value increases to the owners net worth along with identified tax savings during our work together.

WE HELP YOU WIN

We believe business owners in transition expect: Trusted, competent advisors delivering a high level of best in class services, a competitive selling process to maximize their business exit and their personal gains, and forus to help them win.

Our Core Team

Quest is a premiere M&A Advisory firm that empowers family owned and privately held business owners to navigate their business transitions to successful outcomes. The firm’s team has experience that includes mergers of public companies in the billions to navigating sales of lower middle market businesses from $50M to helping small businesses execute small transactions. The firm has a specialty in business succession planning to prepare owners for accomplishing their goals, we structure practical tax solutions for estate and income purposes, and we realize value as we facilitate the transaction to close. Our clients are within 3 to 4 hours via plane or car from the Charlotte, NC region.

Contact US

Contact us with any questions or feedback below.

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  • PHONE 704.831.8777
  • E-MAIL Info@QuestNow.net
  • MAIL PO Box 1959, Davidson, NC 28036
  • ADDRESS 215 S. Main Street, ste  303, Davidson, NC 28036