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.
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
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.
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
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
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
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
3 simple steps to valuable prospective financials
Rick Harris is the Director of Finance for a 35-person engineering services company. The company prepares annual budgets each year but never created a multi-year forecast. The founder of the company is starting to contemplate transitioning out of the business and is considering all available options from creating an Employee Stock
Podcast: How Businesses Can Drive Value During Ownership Transition with Shina Culberson
There will come a time for business owners to start to entertain the idea of ownership transition. In one way or another, they will have to transfer their businesses to the hands of other owners, carrying over not only the business itself but the employees as well. Shina Culberson, chartered financial
Same Facts, Different Answers: How to Get the Best Company Value
When I was just starting my career in business valuation, I attended an education class with about 200 other valuation professionals. We were given a case study – Same Facts – and we all came up with a different valuation conclusion – Different Answers. The most surprising observation for me was
Happy Holidays from the Quist Valuation Team!
Thanks to all our customers, partners, and friends for a wonderful 2018. We started the year strong, with a great Open House and Art Walk, featuring our friend Will Day and his wonderful work on the walls of our new offices. In April, thanks to you we held a tremendously successful
Valuing a Cannabis Business: Regulations and Assessment
Valuing a cannabis business is one of the most difficult appraisals performed today. We gathered experts for a round-table discussion on the industry and what they see going forward. In Part 2 of our series on Valuing a Cannabis Business, we talk more about the current state of the industry. Our
Valuing a Cannabis Business
Appraising a cannabis business is one of the most thought-provoking valuations that are currently being performed. We pulled together experts in this area for a round-table discussion on this industry and what we see in the future. Our panel is made up of Quist Valuation seasoned professionals: Anas Elmadhun, Senior Financial
How To Lose $9M In One Day.
We had the honor of hearing Ms. Bloom’s story at CTLF on October 3, 2018. Molly Bloom is the author of the best-selling book Molly’s Game: The True Story of the 26-Year-Old Woman Behind the Most Exclusive, High-Stakes Underground Poker Game in the World! She is also the subject of the Oscar-nominated movie “Molly’s
3 Strategies for Great Direct Investment In Private Equity
A family office approached Quist Valuation for assistance in managing the reporting that is necessary for their direct investing compliance. This office wanted to capture a higher return on their investment dollars through direct investmentsin private equity. Should your family office move to a direct investing model? Moving to a direct
No Good Comps? 3 Better Ways to Business Valuation.
Are you ready to value your business? The Guideline Public Company method is a technique used to value a company based on the pricing multiples for similar companies (“Comps”). What if there are no good Comps to use during your company valuation? Comparing the size and scope of operations between companies