Blog

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.

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

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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

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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

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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

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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

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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

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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

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Personal and Estate Planning – Use a Legacy Expert!

This is the second of a two part series on Personal and Estate planning, emphasizing what’s important to consider right now.  As you probably know, now is THE time to consider transferring assets out of the estate due to lower valuations. As you work with business owners to plan a tax

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Managing Change in Personal and Estate Planning

This is the first of a two part series on Personal and Estate planning. With the COVID-19 uncertainty, now is the time to take a very close look at current estate and personal plans, as both a checkup measure and to also potentially take advantage of new positives in the marketplace.

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Why Valuation is Important – Right Now

Today’s environment is ever-changing, with the advent and spread of COVID-19 affecting markets across the globe. Almost every company – small, midsize, and enterprise – is being impacted in some manner, and each day brings a new paradigm and shifting business conditions. Now more than ever, setting up a business valuation

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A Message from Our President – 3.26.20

Dear Partners, Clients and Friends, At this unprecedented time, I want to let you know that we at Quist are thinking about you. Through our 35 year history we have certainly been through many ups and downs in the financial markets. And, while there are lessons to be learned by examining

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Dividing Your Business: What Happens in Divorce?

As part of the divorce process, many assets and liabilities will have to be divided between the two spousal parties through a process called equitable distribution. Essentially, a court will classify property as either marital or separate, place a value on the property, and then distribute amongst the spouses. A bank

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Cannabis Industry Outlook and Trends – What Lies Ahead for 2020

The Cannabis industry continues to attract growers, retailers and other entrepreneurs in large numbers. While sales have increased substantially over the last several years, it is becoming apparent that a focus on fundamentals is becoming more important to stay solvent or become an attractive acquisition target. We recently participated in a

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