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.

Do ESG Programs Create Value For Your Company?

The market recognizes that companies with high ratings for environmental, social and governance (ESG) factors are lower risk than other companies and the market rewards them accordingly. In the hierarchy of factors that count with investors and markets in general, governance is ranked highest and then environment, followed closely by social

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Three Factors Driving Value (and Risk) in Craft Breweries

The Craft Beer industry is one of the fastest growing alcoholic beverage segments in the United States. According to IBISWorld the industry has experienced annualized revenue growth of 19.0% in the five years leading up to 2014, reaching an estimated $4.2 billion in 2014. Industry market research predicts that over the next

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“Under the Hood” of Complex Securities

A “Complex Security” can refer to a number of different financial securities including: 1) preferred stock; 2) convertible debt; 3) options; and 4) warrants. What makes one security more complex over the other? Simply put, it is the number of unknown variables or conditions that exist that drive the behavior of

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Common Pitfalls in Management Projections

For an operating company, the income approach often provides the best indication of value to rely upon, because it reflects the cash flow expectations specific to the company. The income approach, specifically a discounted cash flow analysis (“DCF”), captures the value of a company’s future expectancy by discounting a company’s projected

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The Impact of Rights and Preferences on Late Stage Funding

No one will argue that a transaction in a company’s own stock is the best indication of value – provided, of course, that the transaction occurred among willing and able buyers and sellers, neither acting under compulsion and both having reasonable knowledge of relevant facts. In fact, it is typical for

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Brand Value

How Brand Influences Company Valuation

I was recently asked by a prospective client to discuss how Quist Valuation thinks about brand in a valuation engagement: What are the dimensions of brand value? How do we consider the stages of brand development? What approaches are used to measure brand value? A company’s “brand” encompasses a variety of

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Value Impact from Marketing and Sales Excellence

Companies with better marketing and sales capabilities grow faster than their peers. Revenue growth at companies with more advanced marketing and sales capabilities tends to be 30 percent greater than the average company within their sector. That means in an industry growing at 4.0 percent annually, a company in the top

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Business Succession Planning for Private Companies

Creating Exit Options Comes from Early Planning and Creating Value Fueled by the roughly eight million Baby Boomers moving toward retirement, the next 10 to 15 years is expected to bring substantial transfers of wealth through both the outright sale of businesses as well as the transition of business ownership to

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Governance, Strategy, KPIs and Valuation

Strategy and Risk Management Top the Priority List for Board Focus With a volatile economic and geopolitical landscape, the accelerating speed of technology change, and competitive disruption, governance is more critical than ever to success. The spotlight on corporate directors continues to intensify as regulators and investors scrutinize the board’s contribution

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Innovation, Marketing, Sales and Company Valuation

Companies That Invest In Marketing and Sales Capabilities See 30% Higher Revenue Growth. Companies with better marketing and sales capabilities grow faster than their peers. Revenue growth at companies with more advanced marketing and sales capabilities tends to be 30 percent greater than the average company within their sector. That means

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Goodwill – What’s it all about?

By: H. Warrick Jervis, Quist Senior Financial Analyst – In the context of a Purchase Price Allocation, Goodwill represents the total consideration paid for an acquisition, less the value of the tangible and identifiable intangible assets. Essentially, it is a residual value – the leftover amount. Most auditors, however, find this

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Assembling Your Team for a Successful Transaction

A merger or acquisition is a big deal for any company. So how do you ensure that your transaction is a success from start to finish? The first step of ensuring a successful transaction is to assemble the right team that will help you see the process through from step one

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Gift and Estate Tax: How are they related?

The Gift Tax, according to the definition on the IRS website, “…is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return.” The Estate Tax is defined by the same website as, “…a tax on your right to transfer

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