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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
How We Helped Three Business Owners Minimize Tax Exposure When Selling a C-Corp
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How Helping a Customer Bring a New Partner into their Business Led to Millions in Added Value and Savings
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How Internal Succession Planning Doubled the Size of One Company & Preserved the Founder’s Investment and Legacy
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Final Sale Price of Business Doubled Under Quest’s Advisement
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Quest Successfully Navigates a National Firm Integration for Financial Service Client
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Quest Guides Custom Parts Manufacturer to $7.2M Increase in Net Worth
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