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THE QUIST APPROACH – Grounded in more than 25 years of experience.

Bring the A Team, every time. It’s not by coincidence that our staff of analysts has such a wide breadth of experience — ranging from investment banking to asset management, corporate finance and financial advising. Our diverse team is the cream of the crop. Working in a team environment, we leverage each other’s strengths to meet the ever-changing needs of our clients. Whether you are an individual, a small company or a large multi-national firm, we put the full force of our team behind you.

Never forget the big picture. At the end of the day, we are analysts. We like numbers! Our valuations are always rooted in multiple approaches — we like to simulate, triangulate and stress test! However, being able to see the forest from the trees is important in valuation. Many small correct assumptions don’t always add up to a conclusion that makes sense. That’s where our years of experience make a difference: bridging real-world realties with advanced valuation theory.

Communication is key. Spot-on analysis is, of course, only part of our job. We never overlook the importance of synthesizing concepts into easy-to-understand information that you can utilize to make better-informed decisions. Often times, our clients are made up of a team of professionals (your attorney, your CPA, your financial advisor). We’ll take the lead on a well-outlined process and effective communication between all parties to ensure your goals are accomplished.