The Quest team brings over 30 years of collective experience in financial and strategic advisory services, helping professional, scientific, and technical service firms navigate industry complexities and achieve long-term success. With a deep understanding of knowledge-driven businesses, we provide tailored solutions to optimize financial performance, enhance operational efficiency, and support sustainable growth.
Quest is a trusted financial and strategic advisory partner for a broad spectrum of professional service providers. Our clients include engineering and architectural firms, research institutions, management and IT consulting agencies, legal practices, marketing agencies, software and technology companies, and a growing number of healthcare-related businesses such as private medical practices, dental and orthodontic clinics, and multi-specialty medical groups. We recognize the unique needs of these knowledge- and service-based organizations and provide expert guidance grounded in practical, real-world industry experience.
Our multidisciplinary team includes financial strategists, fractional CFOs, controllers, M&A specialists, and business transition advisors, all with extensive backgrounds in supporting firms that rely on intellectual capital, specialized talent, and highly personalized service delivery. Whether you’re leading a boutique law firm, running a multi-location dental practice, managing an architectural studio, or scaling a venture-backed tech company, we understand the operational and financial complexities you face—from recruiting and retaining high-value talent to managing cash flow, navigating regulatory environments, and planning for succession or sale.
We offer tailored advisory services built to meet the needs of firms at every stage of growth. For early-stage companies, we help lay the foundation for scalable success through financial modeling, budgeting, and strategic planning. For established businesses, we support performance optimization through margin improvement, internal process refinement, and capital structure planning. And when it’s time to transition—whether through a sale, merger, or internal succession—we bring the clarity, structure, and negotiation expertise necessary to protect your legacy and maximize value.
What sets Quest apart is our holistic, relationship-driven approach. We don’t just deliver reports or provide one-size-fits-all advice—we embed ourselves as long-term strategic partners, working alongside your leadership team to help you meet challenges, seize opportunities, and make confident decisions backed by data and experience. Whether you’re preparing to grow, pivot, or exit, our team delivers practical, high-impact insights that drive meaningful results and long-term success.
At Quest, we have a strong track record of helping service-based firms achieve financial stability, drive profitability, and execute successful transitions. For a $25M technology consulting firm, we served as a Fractional CFO, streamlining financial operations and implementing cost controls that resulted in a 15% increase in annual revenue. In another case, we guided a $50M engineering firm through an ownership transition, leading to a $3M increase in business valuation and a seamless succession process.
Whether optimizing financial strategies or preparing for an ownership transition, Quest delivers measurable results that drive long-term success.