Contact Broker
Po Box 1959,
Davidson, North Carolina 28036
(View Map)
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
Cash Flow: $1,088,000
United States Agent: Ron Niekro Home Improvement & Décor Window Treatements Retailer & Installer
The subject Company is a service business that sells blinds, shades, shutters, drapery and associated installation services. The Company has a large residential client base and provides design solutions, product advice and installation services in an efficient time frame. Their reputation has often brought them repeat clients, multi-home projects, as well as referrals.The Company has multiple locations in a growing market and focuses on providing high quality goods and installation to their clients. The Company’s success lies in the products offered, efficiency and customer service. The ability to work efficiently from quoting and advising on the product to implementation and installation of the products sold creates a growing client base with repeat customers. Customers are often leaving reviews and going out of their way to show appreciation for the level of service offered. Referrals and word of mouth offer a large portion ... Less
Cash Flow: $215,000
North Carolina Agent: Ron Niekro Artisan Iron & Wood Where Craftsmanship Meets Opportunity Includes Real Estate
General Business Info:• 30+ year history• 10+ employees• Hand forged ornamental and architectural ironwork pieces• Live edge slabs from domestic treesCompany Info and Strengths• Each piece is custom designed and handmade to customer specifications• Talented crew of 8 blacksmiths and woodworkers• Fully equipped facilities, including showroom, metal shop and wood shopThe Company is an artisan ironwork business in the Southeast, specializing in crafting unique pieces for upscale residential homes and corporate environments. In addition to ironwork, it creates distinctive household items from live edge wood slabs.Thanks to the expertise of its skilled crew, the Company offers a diverse range of custom creations, including hand-forged railings, mantelpieces, door and drawer hardware, stools, tables and more. They also maintain a selection of over 2,000 live edge ... Less
Cash Flow: $718,000
United States Agent: Ron Niekro
View Details Awning Manufacturer
The Company is a full-service provider specializing in awnings, canopies, and architectural aluminum products. Their offerings include both standard and fully customized solutions, supported by in-house design, manufacturing, and installation services.The Company has built a solid reputation, primarily serving commercial clients across multiple U.S. states. Its longstanding industry presence and commitment to quality have earned it a loyal and growing customer base. Less
Cash Flow: $4,000,000
United States Agent: Ron Niekro
View Details Commercial and Residential Contractor
The Company is a family-owned contractor in the Northeast with strong contractor relationships, specializing in new home build and commercial construction.The commercial sector of The Company delivers high-quality projects, particularly custom metal buildings and steel roofing. The Company uses a Design-Build approach with in-house steel crews to ensure seamless execution, control, and craftsmanship throughout every phase of construction.The Company’s residential division collaborates with a team of designers in house to carry out home design when crafting new and custom home builds, renovations, and floor plans.Offering a “hands on” approach, The Company maintains a state-of-the-art home design showroom for customers to explore and learn about products and materials before building. With four experience-building decades, The Company has gained recognition and become a pillar in the community known for completing comprehensive Less
