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.

Tax Reform Event Presentation
This presentation was given on April 4, 2018. Click the link below to download the presentation. [download id=”4021″]

3 Great Reasons to Get Your Business Revalued
Is it time to get your business revalued? The Tax Cuts and Jobs Act changes how businesses are valued. The new tax law affects each business differently and what was a reality even one year ago may no longer be true. Is your company worth more today than in 2017? Many

When’s the Best Time to Start a Plan for the Sale of a Business?
John is very excited. He’s just begun his manufacturing company, he’s got his first customers, hired employees, and delivered his first orders. The business seems to be on its way to success. Selling his company is the last thing on his mind. But why? When is the best time to start

The Loudest Voice About the Sale of Your Company
Who gets a say when it’s time to sell your company? You? A key employee? Members of your family? A minority shareholder? In the case of many businesses, some or all of these people have input about the sale of a business. How does a business owner handle all these potential

Tax Reform and Value: What business owners need to know.
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,

Fresh Pasta Holiday Fun for the Team
The Quist Team had a great time learning the art of fresh pasta as we shared in a homemade meal at Boulders Food Lab for Christmas 2017. Here are some photos of the fun!

Preparing for the Valuation
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

3 Valuation Metrics to Help You Exit Your Business on Top
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

How to Defend Against IRS Valuation Audits
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,

Increase Your Client’s Business Value
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.

5 Methods to Value Your Company
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

6 Key Business Drivers
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

3 Steps to Skyrocket Your Company Value Using Brand Expansion
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.”

Trends and Challenges of Raising Capital in 2017
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