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Financial Services Giant Retains Broomfield-Based Quist Valuation for National Program

Charles Schwab & Co, one of the nation's largest brokerage houses, has retained the services of Quist Valuation, a leading national business valuation firm based in Broomfield, CO.

In January of this year, Schwab launched the Schwab Advisor Transition Support program (www.schwabtransitions.com) in order to help Registered Investment Advisors buy and sell advisory practices. Now Schwab is ramping up for the second year of the program and the company recently announced the addition of Quist Valuation as the latest of several ancillary services to assist with transition planning.

Says Quist President Brett Suchor: "We are very pleased to have been chosen as the valuation resource for the Schwab Transition program. We look forward to working with Schwab and its partners - providing advice and information on valuation is a vital component of the transition planning process."

Quist will be an active participant in an ongoing series of workshops around the country on transition planning. Next January and February the company will be participating in a series of seven 3-day seminars slated for New York, Chicago, San Francisco and other major cities nationwide.

Broomfield-based Quist Valuation, Inc. is one of the nation's leading independent business valuation and securities analysis firms. Founded in 1984, Quist provides unbiased business valuation expertise to public corporations, privately-held companies and private investment entities.