Our belief is that personal, family, business, charitable, and taxation goals should be aligned as you journey through significant transitions in life.
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.
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.
We love to work with privately held business owners, families, teammates, vendors, partners, etc. that share the same beliefs as Quest.
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 believe business owners are looking for like-minded teammates who understand their journey who offer best practices to help achieve goals and exceed expectations.
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 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.
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