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.

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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Transfer Your Business And Avoid The Deal Killer: Taxes

When you started your business, you may have had issues on your mind other than choosing the best corporate entity form for an eventual sale. Now that you are thinking about your exit, however, entity choice (C or S corporation) has become critically important. That’s because selling your company’s assets inside

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Using Stock Appreciation Rights to Keep Key Employees

The successful growth of a business and its ability to prepare for a future sale is often dependent on keeping key employees.   As a result, owners frequently resort to offering valued staff an equity interest, contingent on their remaining an employee, as an incentive to keep them from leaving.   The chief

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Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Transfer the company to a family member Sell the business to one or more key employees Sell to key

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The Green Tsunami

As of Tuesday, California, Massachusetts, and Nevada joined Alaska, Colorado, Oregon and Washington, along with Washington DC to legalize marijuana, pushing the percentage of Americans living in states where marijuana use is legal for adults to above 20 percent. As voters in more states embrace legalized marijuana, the burgeoning cannabis industry

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Successful Family Business Transfer

This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful completion. Exit Planning for family businesses

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ESOP Opportunities

ESOPs are qualified retirement plans, typically stock bonus plans, which must invest primarily in the stock of the sponsoring employer. The sponsoring employer is your business. “Eighty-four percent of members report motivation and productivity increasing as a result of the ESOP.”  –ESOP Association and the Employee Ownership Foundation Survey, August 2010.

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3 Keys to Identifying a “Key” Employee

  This article covers insights pertaining to the unique traits key employees possess, and how to spot them immediately when hiring or looking to delegate more responsibility. It depicts key attributes and moreover what those individuals look for in their careers and employers. Key employee incentive planning and management team development

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Transferring Wealth To Children

In their desire to pass wealth to children, business owners are no different than non-business-owning parents. Business owners are different, however, in the tools they can use to transfer wealth. Whether you own a business or not, the fundamental questions are the same: How much wealth do you want to keep?

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Transferring Your Company to Key Employees

Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper uses either a long-term installment buyout

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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.