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.
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
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
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
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
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
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.
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
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?
Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition? There are many opinions about what attributes or characteristics buyers seek, but here’s what
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
Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you preserve your hard-earned wealth from unnecessary
Prior to 2004, it was common practice to set the fair market value of common stock for purposes of setting option exercise prices by loosely estimating an appropriate discount from the price of recently issued preferred stock. The discount to the most recent preferred stock price was generally based on the
Today we discuss the essential elements of a plan owners use to transfer a business to insiders (with the help of skilled advisors) that keeps the owner in control until he or she is paid the sale price. If you suspect that the children, key employees or co-owners you would pick
Let’s talk about transferable value: the value buyers look for and pay for when making acquisitions. Value drivers increase transferable value if they contribute to cash flow both during and after the original owner’s tenure. Determining how to increase transferable value is the owner’s job. But once owners and their advisors determine
The Good It has been discussed for a decade now; the huge bubble of people born after WWII until the middle of the 60’s is quickly approaching retirement. You’ve heard the numbers; Over 78 million people closing in on retirement in the next 10 to 15 years. Boomers own over 65%