Who We Are

Guiding business owners in making great decisions that lead to successful outcomes is more than just our passion–it’s our purpose.

What We Do

Quest is a business advisory firm located in the Charlotte metropolitan area, servicing the Southeast region of the United States. We help 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 provide business advisory services to companies throughout the Southeast.

No matter the stage of life your business is in, a proficient 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 the United States, including North Carolina, South Carolina, Georgia, Florida, Tennessee & Virginia with revenues typically over $10M+. Industries we serve include but are not limited to Manufacturing, Construction, Distribution and Retail, Professional Services, Technology, Transportation, Industrial Services, and Real Estate. From business valuations & M&A to succession planning & management buyouts, we’re here to help.

Plan for today—and what’s next

Services By Type

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.


Understand The Value

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.


We Handle the Details

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.


Exit on Your Terms

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.


Establishing Successful Transitions

Our succession planning is typically focused on the internal team and the family members involved with the business as well as what possible new roles could be recruited for. Learn more about our succession planning services.

Plan for today—and what’s next

Service By Package

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.


The Possibilities

In our Explore package, we meet your business where you are today to plan for tomorrow. Here we’ll put our best thinking and innovative technologies together to assess your strengths and growth opportunities so you can make informed key decisions.


With Confidence

Our Grow package is where we put all the discoveries made during the Explore phase into action. We’ll help you grow smartly over time to prepare for your eventual transition, all while keeping your personal and business goals at the forefront.


Your Future

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.


Protecting What's Next

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.

You know where you want to go, we can help you get there

About Quest

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.

Quest Partners

At Quest, we value collaboration for mutual success. Through strategic partnerships with like-minded organizations, we leverage shared principles and objectives to deliver innovative solutions and exceptional value to our customers.

Grow Your Value

Case Studies

See how we’ve helped our clients gain millions of dollars through tax savings, increased net worth, increased revenue, and higher final sale prices.

How Internal Succession Planning Doubled the Size of One Company & Preserved the Founder’s Investment and Legacy

Final Sale Price of Business Doubled Under Quest's Advisement

Quest Successfully Navigates a National Firm Integration for Financial Service Client

Quest Guides Custom Parts Manufacturer to $7.2M Increase in Net Worth


Stories of Success

  • Quest helped us navigate the downturn in the economy and expanded our company’s operations.

    Keith Pehl
    President/CEO, Optima Engineering
  • Quest was able to identify estate and income tax opportunities while selling our business at a price significantly ahead of our expectations.

    Jim Lanier
    President, Earth Farms Organics
  • 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.

    Tim Victory
    President, Victory Infrastructure Construction
  • Quest was critical to driving the financial metrics of our business to allow for an opportune sale.

    Tommy Morrison
    President, Stanley Environmental
  • Quest played a lead role in navigating a significant internal succession with key employees and partners.

    Lea Burt

It’s never too early to begin working with a strategic business advisor

Wherever you are in your business life cycle, discover how Quest can help you reach your goals and prepare for what’s next.