Quest is a premiere business advisory firm that empowers privately held and family business owners to make great decisions as they manage business transitions to successful outcomes. Our team’s experience includes mergers of public companies in the billions to navigating sales of lower middle market businesses with annual revenues of $10M – $100M. We specialize in business succession planning and structuring practical tax solutions for estate and income purposes, and we realize value as we facilitate transactions to close.


We’re not your average business consultants. Here’s how we’re different: