Quest - Advisory, Business Succession & M&A
For Quest - Advisory, Business Succession & M&A
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Overview
10 - 49
Employees
2015
Year Founded
ABOUT QUEST - ADVISORY, BUSINESS SUCCESSION & M&A
Build the life, business, and legacy you imagined.
At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our goal is to support you in achieving your objectives and preparing for changes in both your business and personal life. Visit our website or reach out to us today to learn more about our extensive range of services, including business valuations, estate planning, and financial planning for businesses. The experienced consultants at Quest are here to help you build your legacy. Let us collaborate with you to succeed in both your business endeavors and personal life.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2015
Year Founded
Services
Focus
Industries
Clients
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
About the Team
OUR STORY
Having personally experienced business ownership, our team deeply understands the delicate balance between growing a business and nurturing personal life, family, and dreams. With over 200 years of combined expertise serving clients ranging from Fortune 50 companies to mid-market leaders, we specialize in uncovering what business owners truly desire for both their enterprises and lives. Our mission is to pave clear, innovative paths forward through tailored solutions that enhance business value and personal net worth. Rooted in teamwork, care for clients, community passion, and fostering growth, we embrace a culture of humility and celebration. Committed to giving back, we actively support community initiatives like the Make an Impact Foundation, reflecting our dedication beyond business success.
Locations
Headquarters
215 South Main Street Suite 303
Davidson, North Carolina, United States 28036
