quest

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Quest is a business advisory firm located in the Charlotte metropolitan area, servicing the Southeast region of the United States. We help business owners reach their goals and prepare for transitions. By focusing on the drivers that will increase business value and personal net worth, including supporting the family’s estate and income tax mitigation plans, we help business owners realize liquidity goals in transition. We provide business advisory services to companies throughout the Southeast.
No matter the stage of life your business is in, a proficient business advisor helps you navigate and overcome the challenges and obstacles that are in the way of achieving your goals in business, and in life.
Quest is your catalyst to facilitate learning, growth, and change to make business transitions and implementations seamlessly align with your business and personal goals.
We serve privately held business owners and family businesses throughout the United States, including North Carolina, South Carolina, Georgia, Florida, Tennessee & Virginia with revenues typically over $10M+. Industries we serve include but are not limited to Manufacturing, Construction, Distribution and Retail, Professional Services, Technology, Transportation, Industrial Services, and Real Estate. From business valuations & M&A to succession planning & management buyouts, we’re here to help.
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  last updated on October 24th, 2024