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.

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

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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

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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,

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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.

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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

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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

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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

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Is an ESOP Right for Your Company? Pros and Cons

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

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Business Continuity

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

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Disclosure: IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written by us to be used, and cannot be used, (i) by any taxpayer for the purpose of avoiding tax penalties under the Internal Revenue Code or (ii) for promoting, marketing or recommending to another party any transaction or matter addressed herein.