Quest is a business advisory firm dedicated to helping 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.
No matter the stage of life your business is in, a good business advisory firm 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 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.
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.
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.
Quest helped us navigate the downturn in the economy and expanded our company’s operations.
Quest was able to identify estate and income tax opportunities while selling our business at a price significantly ahead of our expectations.
Quest successfully navigated the sale of our family company to a publicly traded company at a time when the economy was putting others out of business.
Quest was critical to driving the financial metrics of our business to allow for an opportune sale.
Quest played a lead role in navigating a significant internal succession with key employees and partners.