Quest

Our business valuation covers the explore, grow, change and legacy services. Through the valuation, business owners have the opportunity to realize the value and path forward that will grow their business accordingly.

Quest provides merger and acquisition consulting for buyers and sellers of businesses. Our firm operates as an extended team to the business owner and their financial team as a project CFO to plan for mergers and acquisitions, perform outreach for ideal targets for mergers and acquisitions, negotiate the merger and acquisition options with the targets, confirm financing, organize the ideal business and tax structure, manage diligence, execute the closing, navigate the transition integration, and confirm the post-transition plan. For a client that is buying multiple businesses, we perform this merger and acquisition consulting process multiple times.

Most people think of exit planning as the plan to sell a business, but here at Quest, we think of it as planning for life by replacing your time with the desired set of different activities than those for which you are currently responsible as a leader or owner in your existing business. Ideally, we get an owner to exit on their terms with respect to timing, value, transition, and vision. We believe exit planning is an ongoing coordination to maintain the maximum flexibility to achieve the desired Maximize their Quest outcome. Contact us to learn more about our exit planning advisory services.

Most people think of succession planning as the retirement of a leader seeking to replace their role with a new person. At Quest, we strive to understand the existing positions of the entire leadership team, the processes of all of the critical functions of the business, and the missing pieces that would make the company more valuable in the process. Our succession planning is typically focused on the internal team and the family members involved with the business as well as what possible new roles could be recruited for.

The goal of business financial planning with Quest is to set the trajectory strategically and to create financial modeling to support forecasting, budgeting, and ultimately actual results with gaps to achieve the desired goals.

Quest serves our clients as they navigate their business in increasing their wealth via business value creation, focusing on increasing their net worth, and ultimately liquidating realization.

Quests estate planning services serve our customers by organizing complicated financial information in a simple way so that our clients can think about the organization of their assets to maximize their estate planning options. With regard to estate planning services, we view the planning process as a consistent continuous plan that is constantly evolving due to changes in family dynamics, shifts in the economy, legislative and tax law changes, along with new opportunities that arise that contribute to the assets of the family, etc. Once estate documents are signed the assets still need to be managed, retitled, reported on, and monitored in a consistent manner.

Most of our family-owned businesses dont articulate their advisors and internal support team as their family office and havent engaged in creating their family office. With Quests Legacy package, we provide family office services aimed at developing processes and improving internal systems to identify the value of privately held family holdings on a timely basis. Our services include strategic decision-making, value creation, liquidity considerations, family planning, support for family meetings, estate and trust management, optimization, income tax optimization, etc.

Quests customers include privately held businesses that dont always have acting CFOs. In fact several of our clients are wearing multiple hats within their business and oftentimes the owner is acting as the CFO although they dont consider themselves CFOs. As our team is here to support the strategy, planning, and the capital needs of the business we often become temporary CFOs or fractional CFOs for their companies. This works best when the firm has adequate staff to maintain the books and records consistently so that we can focus on analysis and decision making in support of the overall strategy of our customers.

Quest serves as a facilitator and project manager for their customers via our Change package which focuses on significant changes to equity of a business inclusive of Employee Stock Ownership Plans (ESOPs). These are services performed for lower middle market business owners and their businesses.

Quest operates as an extended team to the business owner and their financial team as a project CFO to plan for Management buyouts and internal transitions, we negotiate the business sale options with the management team, confirm financing, organize the ideal business and tax structure, manage diligence, execute the closing, navigate the transition integration, and confirm the post transition plan.

Quest can help our clients achieve liquidity from the existing business with support from minority equity and debt options that can support internal buyouts, family transitions, and dividend recapitalizations to support our clients liquidity and diversification goals. When a client has all of their wealth in their business and are thinking they want to maintain the culture of their company and transition from within the leadership team or within the family a recap can be a great solution without actually selling or even giving up control of the business.