Parker Cheresh

Parker Cheresh

Client Relationship Associate

Parker Cheresh, Client Relationship Associate, joined the Quist team in March 2022. Parker has experience in finance and customer relations and has extensive knowledge within the banking industry. He joined the Quist team to find more opportunities to form deeper connections with clients and ensure that the business valuation process is quick, easy and transparent.

Prior to joining Quist, Parker was a Personal Banker with Wells Fargo Bank. He enjoys personal problem solving and helping customers find solutions to their financial needs.

Resources

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

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

Blog

2022 Colorado State of Owner Readiness™ Survey

Quist helped sponsor the 2022 Colorado State of Owner Readiness™ survey, in partnership with the State of Colorado, the Exit Planning Institute, and other strategic partners.This research had been conducted in over 11 markets across the country, but this was the first time a state-wide...

March 1, 2022

Blog

Personal Goodwill in a Merger & Acquisition Transaction

Summary: Selling a business can require some of the most important tax planning an owner may ever need. This is particularly true when a business that has operated as a C corporation is sold as an assets sale. In this situation, the owner may be...

January 13, 2022

Blog

The Perfect Storm

We are busy – and the abundance of activity is a result of essentially “the perfect storm,” due to not one, not two, but three fundamental drivers. The recipe for this storm situation is as follows: Taxes (or the avoidance thereof)Buying and selling + lots of...

November 29, 2021

Blog

Popular Estate and Gift Tax Planning Techniques – Are They Doomed?

In response to instructions under the budget resolution passed by the U.S. House of Representatives, Ways and Means Committee Chairman Richard Neal offered an amendment on September 13 that includes several tax changes in the area of estates, gifts, and trusts. The two most relevant...

October 8, 2021

Blog

Best Practices: Discounts for Lack of Marketability (DLOM)

Discounts for lack of marketability (DLOMs) have frequently been the subject of controversy in valuations. The reason: applying a DLOM – an amount or percentage deducted from the value of an ownership interest to reflect the relative absence of marketability – can result in significant...

September 24, 2021

Parker Cheresh

Parker Cheresh

Resources

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