Ownership Transition

Whether you are considering transferring your business to family members, structuring a long-term incentive plan for key employees, forming an employee stock ownership plan (ESOP), or an outright sale of the business, a number of issues require careful consideration and have long-term implications for your business, your family, and your estate.

Succession Planning

A critical element of succession planning is the business valuation, which can have a significant impact on a range of issues, such as gift and estate taxes, structuring shareholder agreements, or assessing strategic alternatives, such as the timing of a liquidity event. By focusing on the value of the business, business owners can create a successful long-term succession plan, avoid potential conflicts among family members, and align corporate and shareholder objectives.

Quist Insights Software

Our cutting edge software provides insights into the strengths and weaknesses that drive company value and produces recommendations that allow meaningful decision-making to drive value acceleration.  As valuation experts, we designed and built this powerful software to provide answers and direction for those looking for valuable guidance along the valuation continuum. This is the perfect starting point for any business owner who may be new to valuation or looking for a way to measure the on-going progress of their company.

Quist Insights will:

  • Assess and score a business across 6 key value drivers;

  • Determine a current and potential range of value for the business;

  • Compare a company’s estimate of value to transaction multiples; and

  • Generate a priority list of 18 weighted recommendations to increase value.

Businesses, business owners can create a successful long-term succession plan, avoid potential conflicts among family members, and align corporate and shareholder objectives.

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Disputes / Litigation

Shareholder disputes can be highly sensitive and complex. Reaching agreement between the parties regarding valuation can be particularly challenging. Under these circumstances, the determination of company value requires an enhanced analysis of the business and the actions of employees and shareholders. It is critical to retain experts that not only have a broad range of analytical and investigative skills, but who also bring the ability to build a compelling, independent case and credibly testify.

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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.