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(704) 831-8777
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​info@questnow.net
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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
      • Estate Planning
      • Family Office Services
      • CFO Support Services
    • By Package
      • Explore
      • Grow
      • Change
      • Legacy
  • Resources
    • Testimonials
    • Case Studies
    • Blog
  • Work With Us
    • Careers
  • Contact

Case Studies

business meeting handshake

How We Helped Three Business Owners Minimize Tax Exposure When Selling a C-Corp

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business meeting with partners

How Helping a Customer Bring a New Partner into their Business Led to Millions in Added Value and Savings

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manufacturing and production

How Internal Succession Planning Doubled the Size of One Company & Preserved the Founder’s Investment and Legacy

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Business' office space

Final Sale Price of Business Doubled Under Quest’s Advisement

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Business professionals outside a building

Quest Successfully Navigates a National Firm Integration for Financial Service Client

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Warehouse and factory staff

Quest Guides Custom Parts Manufacturer to $7.2M Increase in Net Worth

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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
  • CFO Support Services

By Package

  • Explore
  • Grow
  • Change
  • Legacy

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