Most people think of exit planning as the plan to sell a business, but here at Quest, we think of it as planning for life by replacing your time with the desired set of different activities than those for which you are currently responsible as a leader or owner in your existing business. Ideally, we get an owner to exit on their terms with respect to timing, value, transition, and vision. We believe exit planning is an ongoing coordination to maintain the maximum flexibility to achieve the desired “Maximize their Quest” outcome.
Our clients are successful leaders and owners of businesses. They care about their employees, customers, vendors, and relationships. They are seeking the perfect solutions to deliver their businesses. They are mothers and fathers, brothers and sisters; they have faith and religion, political views, leaders in the community, mentors to their employees, and have lived a successful life and built a successful businesses.
The one thing that most of our clients have never done is – “They typically haven’t ever sold or exited a business .” But that is precisely why our Quest team can provide support and value for business owners vulnerable to this experience.
Our clients generally fit one of Quest’s three service lines:
Have they considered desired financial targets of value to pass on to kids and grandkids?
Have they thought about what culture shifts are acceptable in the business if they were no longer in leadership?
What happens when travel, gold, and other hobbies wear off in retirement? Are there business activities that make sense to stay involved with?
What is the best option based on your desires?
As part of our Explore service – Quest’s exit planning advisors partner with your financial wealth advisory firms, your CPA firm where applicable, among other certified exit planning advisors you might have as part of your team. Quest anticipates a ten-time return on your investment with us as part of our service.