Quest - Advisory, Business Succession, M&A

Quest is a business advisory firm dedicated to helping 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 help our clients realize opportunity, value, and a path forward through inventive, smart solutions that deliver measurable growth -- guaranteed.

Quest's services include business valuation, M&A, exit planning, succession planning, business financial planning, estate planning, family office services, CFO support, ESOP, income tax planning, management buyouts and more.

Quest is dedicated to improving the lives of underserved children. 10% of gross revenue is donated to children in need through the Make An Impact Foundation.