Quest

Quest

Financial Services

Davidson, North Carolina 630 followers

Advisory-Business Succession-M&A

About us

Quest is an independent 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.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Davidson, North Carolina
Type
Partnership
Founded
2017
Specialties
Family Business Support, Mergers & Acquisitions , Succession Planning, Advisory, Tax Strategy, Valuation, Investment Banking, and Consulting

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