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Resource Library

Through our 40+ year history, we’ve stayed at the forefront of recognizing clear paths to better outcomes. We encourage you to now read through the content we’ve composed to give you ideas worth considering for the future of your business.

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Resource Library
Case Study

One location today. A three-location business tomorrow?

A market-based “estimate of value” baseline for Lube Station II, an expansion scenario, and an assessment of the intangible-asset risks that could determine whether growth creates transferable value and a viable exit. An estimate of value, an expansion scenario, and a risk assessment Lube Station...

October 14, 2026

Case Study

Quist Insight’s Advanced Valuation and Assessment solution enhanced Exit Options – revealing a path to higher valuation and enhanced transferability

A Wealth Advisor’s 30-year-old HVAC contractor used our advanced software valuation model and company-specific risk assessment framework to estimate current and potential enterprise value and identify specific intangible asset risk reduction actions and priorities needed to enhance Exit options and increase valuation. Uncovering $1M in...

October 8, 2026

Podcasts

The Exit Series featuring Shina Culberson

Business valuation is more than a number—it can be a roadmap for building value before an exit. In this episode of The Exit Series, Quist Valuation President Shina Culberson joins Bob Roark to discuss why business owners should understand what their company is worth well...

August 24, 2026

Blog

40 Years of Getting It Right: Why Experience Is the Most Important Variable in a Business Valuation

When a client asks what their business is worth, the answer they get depends heavily on who they ask. A number produced by an algorithm, an inexperienced analyst, or a firm that treats every business the same is not a valuation. It’s an estimate with...

July 2, 2026

Blog

Your Client Thinks Their Business Is Worth More Than It Is. Here’s How to Have That Conversation.

It’s not a math problem. It’s a pattern — and knowing how to address it is what separates advisors who guide great outcomes from those who just witness them. Almost every business owner overestimates what their business is worth. They see the revenue, the growth,...

July 2, 2026

Blog

What’s Really Driving a Lower-Than-Expected Valuation

It’s you. And the good news is, that’s fixable — if you start early enough. After more than 10,000 business valuations, one pattern shows up more consistently than any other: business owners tend to be surprised with their valuations. The number they’d been carrying around,...

July 2, 2026

Blog

When to Elevate the Valuation Conversation: From Benchmark to Formal Valuation

In many coaching engagements, valuation enters the conversation long before a transaction is on the table. A client may be evaluating a potential acquisition, preparing for a partner buyout, considering an eventual Exit, or simply asking whether operational improvements are increasing the value of the...

April 13, 2026

Blog

Introducing Business Valuation Early: A Practical Approach for Coaches

For business coaches, conversations about growth tend to naturally evolve into conversations about value. Clients often want to understand what they are building, what it could be worth in today’s market, and whether their current strategy is actually increasing enterprise value. Many coaches hesitate to...

April 3, 2026

Blog

What Buyers Want in 2026, and How Advisors Should Frame Valuation

Valuation conversations today require more than a review of financial statements. Buyers in 2026 are disciplined, selective, and focused on risk. In a market shaped by volatility and uncertainty, they are prioritizing strong, well-prepared, high-performing companies with a focus on durability, transferability, and future cash...

February 26, 2026