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Quest Logo
  • Home
  • About Us
    • Our Team
    • Make an Impact Foundation
    • Waypoint Securities
  • Services
    • 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
    • By Package
      • Explore
      • Grow
      • Change
      • Legacy
  • Resources
    • Testimonials
    • Case Studies
    • Blog
  • Work With Us
    • Careers
  • Contact

Blog

Passing the Keys for Succession Planning

What is a Business Exit Plan and why is it important?

•May 17, 2023
Passing the Keys for Succession Planning

Why Succession Planning is Essential for Your Business

•April 11, 2023
Businessman standing on urban balcony

Is our Legacy package right for you?

•April 29, 2022
Mature couple hike above lake Lugano in the morning

Prepare for retirement in 5 steps

•April 28, 2022
Male executive smiling while reading document in office

7 easy steps to exit your business

•April 27, 2022
Business meeting with client

How to Find the Right Buyer for Your Business

•March 7, 2022
Mergers & Acquisition

Maximize Business Value Before, During and After the Sale

•February 15, 2022
Tax Opportunities

Top Tax Opportunities Before, During, and After M&A Transactions

•February 15, 2022
Sales employees working

What is most important to you in a sale?

•January 17, 2022

Quest M&A

A professional business advisory firm located in Charlotte (Davidson) North Carolina, that services clients in the entire Carolinas / Southeast U.S. region. 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

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