Our Commitment

Valuation is not a sideline for Quist. It is our sole focus and as a result, all of our resources are devoted to the field of valuation. Quist has completed well over 5,000 engagements throughout our 30 year history, and our team of professionals and established business processes for delivering valuations that are unmatched. Our staff of dedicated valuation professionals consists of experts with the designations of Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA).

Our valuation expertise is wide ranging. As companies grow and needs change, we can provide the valuation services they may require. Our valuation services include reports prepared for corporate finance transactions, equity compensation, financial reporting and tax planning. Projects such as fairness opinions, purchase price allocations, goodwill impairment, are a few of the many types of valuation services we offer.

The quality of our work product is without equal. Our reports have consistently withstood the intense scrutiny of the IRS SEC and U.S. Department of Labor. All four major accounting firms in multiple markets and many of the regional accounting
groups across the country routinely review and approve our reports.

Quist has extensive experience working with the largest venture capital firms in the country and performing thousands of portfolio company valuations for financial reporting purposes. We are specialized in determining the fair value of complex securities, including various equity securities, convertible debt and other types of performance based derivatives. According to Accounting Standards Codification (ASC) 820, portfolio investments must be reported at fair value on the investing firms financial statements. In partnership with major accounting firms, Quist has developed best practices to assist our venture and private equity clients in implementing a more accurate, efficient and supportable process around portfolio investment reporting.

© 2020 Quist Inc. l 2760 29th Street l Suite 2D l Boulder, CO 80301 l 303.494.1664
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.