The Quest team brings over 30 years of collective experience in manufacturing, providing expert financial and strategic guidance to help businesses navigate challenges and seize opportunities. Whether you’re scaling operations, managing financial complexities, or preparing for a transition, we deliver the insights and expertise needed for long-term success.
Quest is a leading financial and strategic advisory firm dedicated to helping manufacturing businesses succeed. We specialize in financial management, strategic planning, and business transitions, providing manufacturers with the tools and insights needed to streamline operations, maximize profitability, and achieve long-term success.
Our team includes industry-focused professionals such as strategic planners, CFOs, controllers, M&A experts, and chief family officers, with 67% having direct experience in manufacturing. This deep expertise allows us to understand the unique financial and operational challenges manufacturers face, from supply chain disruptions to rising production costs and capital investments.
We offer tailored advisory services to optimize financial performance and drive sustainable growth. Whether you need financial planning, capital structure optimization, or guidance on mergers and acquisitions, our holistic approach ensures your business is well-positioned for the future. At Quest, we go beyond financial advice—we become trusted partners, helping you navigate challenges, seize opportunities, and scale with confidence.
At Quest, we have a proven track record of helping manufacturing companies stabilize operations, drive profitability, and navigate complex transitions. For a $30M industrial manufacturing company, we served as a Fractional CFO, implementing financial efficiencies and vendor negotiations that generated over $1M of increased business value.
In another case, we guided a $75M industrial manufacturing company through leadership and financial transitions following the loss of its principal executive. Our strategic exit planning and pricing negotiations resulted in $2M in retroactive price concessions and $5M+ in increased future revenues. Whether optimizing financial strategies or preparing for an ownership transition, Quest delivers measurable results that drive long-term success.
We don’t just focus on one aspect of your business; we bring all the financial and strategic pieces together to ensure sustainable growth.
Whether you’re in the early stages of growth, preparing for expansion, or planning an exit, we tailor our approach to your specific needs.
We specialize in helping family-owned businesses grow and transition wealth across generations.
Many of our team members have owned, managed, bought, or sold manufacturing businesses, giving us firsthand experience in the industry.
We have a track record of success, helping manufacturing businesses achieve financial security, growth, and successful transitions.
With decades of experience serving manufacturing companies, we understand the unique financial, operational, and regulatory challenges of the industry, allowing us to provide targeted strategies that drive measurable results.
The Quest team was incredibly professional and went above and beyond in guiding me through the sale of my company. They didn’t just focus on selling—it was about selling it the way I wanted, which gave me a great deal of comfort. As someone who had never sold a business before, they provided invaluable guidance, presented me with options, and even negotiated with potential buyers to increase my company’s value.
Dale provided invaluable advice on how to market and sell our business, leveraging his experience in the CPA firm to bring exceptional value to us. He knew exactly what he wanted, how to get it, and how to strategically navigate negotiations to secure the best outcome for both companies. His expertise and meticulous approach ensured everything was in place for a successful transition.
The Quest team was exceptional at structuring the deal to maximize value from a tax perspective. They truly understand financials at a deep level—often better than their clients—which allows them to craft a deal structure that ensures long-term benefits post-merger. I would highly recommend working with Quest to anyone considering their services.