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.
Is your business worth more – or less – in 2018? Now that the Tax Cut and Jobs Act is law, what now? Because these rules affect the value of your business, every business owner needs to be aware of these important changes. Overall, companies with currently high effective tax rates,
This whitepaper is designed to help you understand Quist’s Valuation Process from beginning to end. Included in the whitepaper is Quist’s well-outlined valuation process and a detailed Valuation Document Checklist, which is a crucial step in the process, to help you prepare. To download the complete whitepaper, please fill out the
When Ken, a successful Colorado business owner, decided to exit his company he wasn’t sure what the options were, nor where to get direction. As he started to make these life-altering decisions, he and his wife were operating out of fear. They had a lot of unanswered questions. The biggest being
Tax season is quickly approaching, and fear of an audit may be on the minds of some of your clients. While most IRS audits are unlikely (1 in 100), clients filing valuations with estate tax returns are very likely. “This is the I.R.S.’s last whack at the apple,” said Jonathan Heralds,
Mike’s client froze when he asked, “Have you thought about retirement and what that might look like for your business?” He inquired because the last tax season had raised a few red flags. There seemed to be a discrepancy between his client’s expectations and the likely sale price of his business.
This whitepaper is designed to help you understand the various options to value your company. Included are examples of how to calculate the value based on standard assumptions. Each company has its unique assumptions that should be carefully applied for actual valuations. To download the complete whitepaper, please fill out the
Most business owners recognize their business is their biggest asset. Often you are either preparing for investor funding, bank funding, or considering how to get the return on your investment of hard work and long hours. Eventually you may consider exiting the businesses through sale or transition to a family member
Mo Siegel started Celestial Seasonings in 1969 by hand-picking wild herbs in the mountains of Boulder, Colorado. He turned the herbs into tea, then sold his blends to local health food stores. Quickly the Celestial brand gained traction. It became known as the “tea that’s good for people and the planet.”
Private equity and venture capital investments are a fast-growing trend in 2017, making this an attractive option for companies seeking financial assistance for expansion. But as with any major decision, there are pros and cons. Understanding the current trends and challenges will put you one step ahead of the competition. Learn
When Anthony decided to start his own software company, he knew he’d need an investor to bring his idea to life. So early on, he dedicated time and effort to position his company for equity financing. In doing so, he had to learn how investors would value his business that had
An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that offers advantages to business owners, their companies, and employees. ESOPs help companies align incentives with employees by enabling them to become shareholders. Thus, ESOPs are a creative way for all stakeholders to invest in the company’s long-term success. While
FOR IMMEDIATE RELEASE Boulder, CO. – May 22, 2017 – Legislature recently passed a bill that helps keep business in Colorado as well as protect and grow jobs. The bill supports the development and implementation of Employee Stock Ownership Plans (ESOP). Colorado- based Quist Valuation, is bringing their 35-years’ experience with
This White Paper discusses business continuity planning in a way that you may not expect. Typically, when owners think of business continuity, they do so at the prompting of an insurance or legal advisor who warns that unless owners take prudent measures, they will leave their families unprotected in the event