Quest - Advisory, Business Succession & M&A

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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. Our focus involves a range of areas that typically include succession planning, exit planning, estate planning, valuation, strategy, M&A consulting and broker services.