Contact Broker
Davidson, North Carolina
About the Company
Quest is a business advisory firm located in north Charlotte, NC (Davidson) that helps 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.
We work with businesses throughout the Southeast.
No matter the stage of life your business is in, a good business advisor helps you navigate and overcome the challenges and obstacles that are in the way of achieving your goals in business–and in life.
Broker Biography
Introduction
Your business is your biggest asset. Your retirement plan. Your life. Your legacy.
You’ve invested countless time, energy, and resources into building a thriving company and you know where you want it to go, but you’re not quite sure the right steps to get there.
With Quest guiding your steps using our considerable expertise and innovative technologies, you’ll get insights into the health of your business and uncover opportunities for growth so you can move forward with certainty.
It’s like having a birds-eye view of the drivers that will increase your business value and personal net worth and help you realize liquidity goals in transition.
Services Provided
Quest's services include business valuation, mergers and acquisitions, exit planning, succession planning, business financial planning, estate planning, family office services, CFO support, ESOP, income tax planning, management buyouts and more.
We serve privately held business owners and family businesses throughout North Carolina, South Carolina, Georgia, Tennessee & Virginia with revenues typically in excess of $10M+. Industries we serve include, but are not limited to: Manufacturing, Construction, Distribution & Retail, Professional Services, Technology, Transportation, Industrial Services and Real Estate.
Areas Served
Professional Affiliations
Quest’s founder Dale Gillmore holds a Master of Science in Taxation from Walsh College and a BSBA from Central Michigan.
Business For Sale Listings
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