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Quest Logo
  • Home
  • About Us
    • Our Team
    • Make an Impact Foundation
    • Waypoint Securities
    • CenterPoint CFO
  • Services
    • By Package
      • Explore
      • Grow
      • Change
      • Legacy
    • By Service
      • Business Valuation
      • Mergers & Acquisitions
      • Exit Planning
      • Succession Planning
      • Business Financial Planning
      • Income Tax Planning
      • Estate Planning
      • Family Office Services
      • CFO Support Services
      • Employee Stock Ownership Plan
      • Management Buyout
      • Business Sales and Recaps
  • Resources
    • Represented Industries
    • Testimonials
    • Case Studies
    • Planning Tools
    • Blog
  • Work With Us
    • Careers
  • Contact

Blog

calculating the profit margin of a business

5 Industry-Specific Factors That Can Impact Your Business Valuation

•April 29, 2025
two people discussing succession planning for a business

Tailoring Succession Plans for Small Businesses vs. Large Enterprises

•April 22, 2025
two adults discussing budgeting in an office

Budgeting A Family Office

•April 16, 2025
learning the difference between fair market value and strategic value

The Difference Between Fair Market Value and Strategic Value in Business Valuations

•March 18, 2025
selling vs transitioning exit path for businesses

Selling vs. Transitioning: Choosing the Right Exit Path for Your Business

•March 11, 2025
dale gillmore

Quest’s Dale Gillmore Featured on the I See What You’re Saying Podcast with Michael Reddington

•March 6, 2025
meeting with fractional CFO to maximize ROI

Top 5 Questions to Ask Your Fractional CFO to Maximize Your ROI

•February 19, 2025
strategies to maximize the business value of your business’s worth before selling

How to Maximize Business Value Before Selling: Strategies for Exit Planning

•February 7, 2025
mergers and acquisitions for growth

Leveraging M&A for Your Growth

•January 27, 2025
successful business succession plan

Top 5 Critical Steps in Developing a Successful Business Succession Plan

•January 14, 2025
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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.

Quest M&A

A professional business advisory firm located in the Charlotte Metro Region that services clients throughout the Carolinas / Southeast U.S.. We have Years of Competency in the areas of M&A, Succession, Exit Planning, Valuations, Estate Planning, Trust Services & CFO Support.

Contact Info

Phone: (704) 831-8777
Form: Get In Touch

Physical:
215 S. Main Street, Suite 303
Davidson, NC 28036

Mailing:
P.O. Box 1959, Davidson, NC 28036

By Service

  • Business Valuation
  • Mergers & Acquisitions
  • Exit Planning Services
  • Succession Planning
  • Financial Planning
  • Estate Planning Services
  • Family Offices Services
  • Income Tax Planning
  • CFO Support Services
  • Management Buyout
  • Employee Stock Ownership Plan
  • Business Sales and Recaps

By Package

  • Explore
  • Grow
  • Change
  • Legacy

Markets

  • Washington, DC
  • Atlanta, GA
  • Savannah, GA
  • Baltimore, MD
  • Asheville, NC
  • Charlotte, NC
  • Greensboro, NC
  • Raleigh, NC
  • Charleston, SC
  • Columbia, SC
  • Greenville, SC
  • Myrtle Beach, SC
  • Nashville, TN
  • Richmond, VA

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