Quest is a premiere Family Business Advisory firm that empowers our family owned and privately held business owners to make great decisions as they manage their business transitions to successful outcomes. The firm’s team has experience that includes mergers of public companies in the billions to navigating sales of lower middle market businesses up to $50M to helping small businesses execute small transactions. The firm has a specialty in business succession planning to prepare owners for accomplishing their goals, we structure practical tax solutions for estate and income purposes, and we realize value as we facilitate the transaction to close.
