No two valuation assignments are the same, and we love the challenge of variety. Grounded in more than 25 years of experience, Quist brings a holistic approach to our business. Bringing the A Team, every time. Our staff of analysts has a wide breadth of experience – ranging from investment banking to asset management, corporate finance and financial advising.
Top Three Metrics Driving SaaS Company Valuations
Software as a Service (“SaaS”) businesses are unique and require special considerations when valuing them. Over the past decade the SaaS industry has exploded in size driven by continuous product innovation and constant optimization of business models. According to Deloitte, the size of the global SaaS market went from $210.0 million
Inflationary Impacts on M&A Activity
According to a recent S&P Global webinar, 53.7 percent of participants polled believe that inflation will have a significant impact on M&A activity. First quarter 2022 has proven this belief to be true so far: M&A activity is being driven by three primary factors: Bottom Line: the tables have turned from
How to Preserve Dealership Value: Focus on the Customer
Recent headwinds facing the globalized economy have afforded car dealerships some of the most profitable years in decades. The average new car sales price reached $46,000 as of February and new and used car prices increased 12.2% and 40.4% year over year, respectively. It’s an awful time to buy a car,
2022 Colorado State of Owner Readiness™ Survey
We are excited to invite you to take the 2022 Colorado State of Owner Readiness™ survey, sponsored by the State of Colorado, Quist Valuation, and other strategic partners. This research has been conducted in over 11 markets across the country. Your participation will help us better understand business attractiveness and owner
Personal Goodwill in a Merger & Acquisition Transaction
Summary: When a business is sold as an asset sale, a separate sale of a shareholder’s personal goodwill associated with the corporation can result in the gain from the sale of the goodwill being taxed to the shareholder at long term capital gains rates. Personal goodwill can be present when the
The Perfect Storm
We are busy – and the abundance of activity is a result of essentially “the perfect storm,” due to not one, not two, but three fundamental drivers. The recipe for this storm situation is as follows: Taxes (or the avoidance thereof) Buying and selling + lots of dry powder Litigation and Shareholder
Popular Estate and Gift Tax Planning Techniques – Are They Doomed?
In response to instructions under the budget resolution passed by the U.S. House of Representatives, Ways and Means Committee Chairman Richard Neal offered an amendment on September 13 that includes several tax changes in the area of estates, gifts, and trusts. The two most relevant proposed changes that will impact valuations
Best Practices: Discounts for Lack of Marketability (DLOM)
Discounts for lack of marketability (DLOMs) have frequently been the subject of controversy in valuations. The reason: applying a DLOM – an amount or percentage deducted from the value of an ownership interest to reflect the relative absence of marketability – can result in significant value reduction compared with the pro
Quist September Newsletter
Hello, Welcome to Fall! Here’s our latest viewpoints and an event about corporate structure strategy you won’t want to miss: As we move into the last quarter of 2020, the Alphabet Soup of recovery predictions remains — how do your scenarios align? As we continue to work through the effects of
Quist August Newsletter
Hello, here’s news and updates from the Quist team — What will the U.S. recovery look like? There’s an alphabet soup of shapes to consider: V, W, U, L or a Nike swoosh? Important to consider is that no matter which scenario ultimately emerges, the economic cost of the coronavirus will
What Does Each of the Recovery Scenarios Mean?
On June 8th, The National Bureau of Economic Research (NBER) officially declared a recession, noting that the U.S. economy had fallen into contraction starting in February 2020. This marks the first U.S. recession since the Great Recession, which began in December 2007 and lasted until June 2009. V-Shaped Recovery Under a V-shaped
How to Account for Forgivable PPP Loan Proceeds
The first thing you want to consider is what basis of accounting is being used for your financials; cash or accrual basis or GAAP. A lot more nuance, interpretation, application of standards applies if the financials are on the GAAP basis. Cash or Accrual Basis – Practical Application – the legal form of the
Quist July Newsletter
Hello , let’s jump right in to our second newsletter of the summer! Valuations In COVID Times The onset of COVID-19 has had a significant impact on capital markets, driving increased market volatility. There are many new considerations when applying the income and market approaches. Valuation is more complex today than
How to value a company in the era of COVID-19?
We are often asked by clients, what valuation methodologies should be considered in the era of COVID-19? There is no silver bullet answer to this question. Given the significant impact on capital markets and increased market volatility, a business appraiser must think “outside the box” and rely on multiple points that
Political Outlook – Following Closely As Challenges Arise For Majority
The latest EPI Rocky Mountain Chapter meeting on June 4th with Jim Carlisle from Bank of America’s Federal Government Relations team featured a bipartisan overview of what potential effects to expect from the upcoming November elections. “Political Environment and Outlook” covered the developments across the landscape to date, as well as