Maximizing your way through M&A takes careful planning and a firm understanding that achieving optimal value requires action before, during and after the sale of your business.  At Quest, we recommend clients begin the planning process with the end in mind. This means that instead of setting the arbitrary aim of maximizing the sale price...Read More

With proper planning, time, and consideration of all contingencies, you can get the most out of prospective merger and acquisition (M&A) transactions as there are plenty of tax opportunities to protect and maximize business value. Achieving optimal tax outcomes begins with having a firm understanding of available strategies that defer, exclude gains, leverage deductions, and...Read More

Are you maximizing value where it matters? Begin with the end in mind There are many reasons why a business owner strives to maximize value during a sale, including achieving the highest amount of value or cash at close. These reasons include the opportunity for employees and continued employment, but also include a desire to...Read More

Are you focusing on one option or exploring multiple options? What does your buying pool look like? Who are your buyers and what are your options when selling your business? When selling your business, an advisor can help you locate your buying pool and understand your options. There are many different types of buyers that...Read More

Determining the ideal balance between profitability, growth and cashflow is as much about achieving the owner’s personal wants and needs as it is the current state of the business and trends across the industry as a whole. Scenarios exist where seeking to improve each of these three business initiatives makes sense. More than finding the...Read More

You might be surprised to learn that preparing your business to hit the market is just one of many reasons why business owners hire an outside consultant to do a business valuation. If any of these scenarios fit your situation, it’s probably a good time to discover how much your company is really worth. Judicious...Read More

As a business owner, you have a full stable of professional advisors at your disposal to answer questions and highlight best practices regarding finances, accounting, legal issues and more. It’s easy to see how hiring a business consulting firm could be seen as redundant. But the expertise and experience you get from a business consultant...Read More

A business owner who wishes their business to continue for all stakeholders involved has many angles to consider when preparing a business succession. Getting it right the first time requires diligent planning, and carefully weighing value realization against how business succession relates to employees, customers, vendors, family and business partners. Employees are the Engine and...Read More

Nobody starts a business without the vision of their creation one day outliving their working years. Whether the business will stay in the family or be sold to, owners wish to see their legacy protected – and for the business to continue to prosper, even after they’re gone. Which is why it’s surprising that less...Read More

Business consultants work closely with owners and leadership to identify challenges, expose areas for improvement, offer advice, and propose practical solutions. Providing a unique analysis from an outsider’s point of view, business consulting can be a valuable investment for any enterprise. Bring on Expertise & Experience Consultants are experts at what they do – and...Read More