Guiding business owners in making great decisions that lead to successful outcomes is more than just our passion–it’s our purpose.
Quest is a business advisory firm located in North Charlotte (Davidson/Cornelius) that helps business owners reach their goals and prepare for transitions. By focusing on the drivers that will increase business value and personal net worth, including supporting the family’s estate and income tax mitigation plans, we help business owners realize liquidity goals in transition. We work with businesses throughout the Southeast.
No matter the stage of life your business is in, a good business advisor helps you navigate and overcome the challenges and obstacles that are in the way of achieving your goals in business–and in life.
Quest is your catalyst to facilitate learning, growth, and change to make business transitions and implementations seamlessly align with your business and personal goals.
We serve privately held business owners and family businesses throughout North Carolina, South Carolina, Georgia, Tennessee & Virginia with revenues typically in excess of $10M+. Industries we serve include, but are not limited to: Manufacturing, Construction, Distribution & Retail, Professional Services, Technology, Transportation, Industrial Services and Real Estate. From business valuations & M&A to succession planning & management buyout, we’re here to help.
Quest is a business advisory firm that provides a wide range of services, but, we need to ensure our solutions align with your business goals, plans & objectives. If these are not set, we’ll help you set them.
We are in business to consistently and routinely value your business for a variety of purposes but more specifically to measure the growth in value over time to support the objectives. We think the business valuation metrics should be part of consistent monthly, quarterly, and annual close processes of our client’s businesses. Learn more about our business valuation advisory services.
Our firm operates as an extended team to the business owner and their financial team as a project CFO to plan for mergers and acquisitions, perform outreach for ideal targets for mergers and acquisitions, negotiate the merger and acquisition options with the targets, confirm financing, organize the ideal business and tax structure, manage diligence and more. Inquire about our M&A services.
Ideally, we get an owner to exit on their terms with respect to timing, value, transition, and vision. We believe exit planning is an ongoing coordination to maintain the maximum flexibility to achieve the desired “Maximize their Quest” outcome. Learn more about our exit planning advisory services.
You’re a business owner–but first and foremost, you’re a person. Your business and your lifestyle are inextricably intertwined and Quest understands that. We may be a business advisory firm, but our services align directly with your business and personal goals to help you achieve a fulfilling outcome.
When you’re ready for the next phase of life, embrace the transition with our Change package. Now that the enterprise development plans are complete and the environment is favorable, we’ll coordinate a seamless exit while preserving the future of the company and the legacy you’ve built.
Our Legacy package protects all that you have built and ensures you move confidently and excitedly into the next phase of life, while preserving the future of the company and the financial security of your family. Achieve financial and lifestyle goals while securing your legacy.
Your business is your biggest asset. Your retirement plan. Your life. Your legacy.
You’ve invested countless time, energy, and resources into building a thriving company and you know where you want it to go, but you’re not quite sure the right steps to get there.
With Quest guiding your steps using our considerable expertise and innovative technologies, you’ll get insights into the health of your business and uncover opportunities for growth so you can move forward with certainty.
It’s like having a birds-eye view of the drivers that will increase your business value and personal net worth and help you realize liquidity goals in transition.
See how we’ve helped our clients gain millions of dollars through tax savings, increased net worth, increased revenue, and higher final sale prices.