Become the Go-To Advisor

Partner with a valuation expert who will provide in-depth valuation services and the guidance you and your clients need.

Quist’s Valuation Solutions

GROWING THE BUSINESS

Valuation solutions that support business strategy and operational effectiveness.

LEAVING A LEGACY

Valuation solutions that help business owners transfer and retain wealth.

PREPARING FOR EXIT

Valuation solutions to prepare for smooth and profitable business exits.

VALUATION & BUSINESS ASSESSMENT SOFTWARE

Quist's proprietary software that guides business owners through initial planning and discovery.

Valuation Is Critical

To become your client’s go-to advisor, you need the support of a strong partner that can provide valuation services and expertise that help your clients reach their short and long-term goals.

Quist: An Extension Of Your Expertise

By partnering with Quist, you can provide your clients with essential valuation services for any circumstance. Since 1984, Quist has provided advisors with the experience, processes, and technology they need to deliver best-in-class valuation solutions. Using our well-defined systems, methodologies, and actionable reports, you’ll show your clients unparalleled value to become their most trusted advisor.

Decades in the Valuation Business

Certified Exit Planning Advisors (CEPAs)

Exit Planning Institute (EPI) Partner

Proven Success Defending Valuations
to the IRS

39+

YEARS IN BUSINESS

10,000

VALUATIONS PROVIDED

25+

INDUSTRY SECTORS SERVED

Creating Paths for Client Success

Learn how Quist Valuations and Read For Next Advisory Group partnered up to provide their clients a clear path for success.

Resources

Stay up-to-date with the latest blogs and resources from Quist.

News and Press

Quist Valuation Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary, FL, April 17, 2024 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Quist Valuation as an exclusive core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructure –...

May 15, 2024

Blog

Quist Expands Team and Adds Divorce and Litigation Expertise – Quist Valuation

Quist Expands Team to Include Divorce and Litigation Expertise Quist Valuation is delighted to welcome Randy Orr. Randy is a Certified Public Accountant, Certified Fraud Examiner and is certified in Financial Forensics. Randy has testified over 150 times and brings unparalleled expertise and experience to...

March 28, 2024

Blog

EXIT PLANNING SOFTWARE – HOW DO I CHOOSE?

According to Peter Christman, an original co-founder of EPI, one of the key components to building a successful exit plan involves maximizing the business’ value and ensuring that the business is transferable. Advisors play a key role in helping clients develop and implement these plans....

January 9, 2024

Blog

ESOPs: A Must-Consider Exit Strategy for Business Owners, with Colorado’s Innovative Tax Credit Leading the Way

Has your business reached the point of success where an exit strategy seems like the next logical step? A smart business owner plans ahead and understands all their options when it comes to implementing an exit strategy so that they can get the most out...

December 27, 2023

Blog

What Factors Determine the Need for a Certified Valuation vs. an Estimate of Value?

A Certified Valuation and an Estimate of Value are two different methods of determining the value of a business, asset, or property. The factors that will require a Certified Valuation vs. an Estimate of Value will depend on the purpose of the valuation and the...

September 27, 2023

Case Study

How Quist Helps Business Owners Determine and Enhance the Value of Their Business

When personal challenges led Kathy M. to initiate plans for selling her locally-owned manufacturing company in 2018, she turned to Quist. Kathy had never had her business formally valued. She wasn’t sure if the value of her business would match her expectations or even if...

August 9, 2023

Case Study

How Quist Valuation Helps Ready For Next Advisory Group Create Clear Paths For Client Success

As an early adopter of the Certified Exit Planning Advisor (CEPA®) credential in 2008, Sean Hutchinson has worked with countless valuation and business assessment solutions and partners over the years. Some tools were too complex for clients to use, and others produced information that was...

July 3, 2023

Blog

Navigating the complexities of managing a Family Business

Family-run businesses can face unique complexities that may not exist in other businesses. These include: Family dynamics: In a family-run business, family members are both co-workers and family members, which can create complex dynamics. Conflicts that arise in the business can spill over into personal...

May 4, 2023

Blog

Tax Strategies and Business Valuation for Estate Planning

Mastering Your Exit: Leveraging Tax Strategies and Business Valuation for Optimal Estate Planning As business owners approach the pivotal chapter of exiting their business, the intricacies of estate planning become paramount. The essence of a business exit encompasses much more than a mere change in ownership;...

March 20, 2023

Blog

Top Three Metrics Driving SaaS Company Valuations

Software as a Service (“SaaS”) businesses are unique and require special considerations when valuing them. Over the past decade the SaaS industry has exploded in size driven by continuous product innovation and constant optimization of business models. According to Deloitte, the size of the global...

April 19, 2022

Blog

Inflationary Impacts on M&A Activity

According to a recent S&P Global webinar, 53.7 percent of participants polled believe that inflation will have a significant impact on M&A activity. First quarter 2022 has proven this belief to be true so far: M&A activity is being driven by three primary factors: Bottom...

April 19, 2022

Blog

How to Preserve Dealership Value: Focus on the Customer

Recent headwinds facing the globalized economy have afforded car dealerships some of the most profitable years in decades. The average new car sales price reached $46,000 as of February and new and used car prices increased 12.2% and 40.4% year over year, respectively. It’s an...

March 22, 2022

Assess Your Clients Value in 10 Minutes

See how you can use our Quist Insights – Spotlight solution to assess a clients estimate of value, Owner Readiness, and Business Attractiveness.