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Phantom Stock Plan Valuations

Valuations to ensure business owners are confident in their ability to compensate management and employees when the time comes.

Phantom Stock Plan Benefits

Phantom stock plans allow business owners to incentivize employees and align their organizations. This stock allows management and employees to receive the benefits of working for a growing company without business owners actually having to transfer equity.

Quist: Ensuring Owners Are Prepared

Since phantom stock plans are connected to the actual value of an organization, it’s important for business owners to understand how much their company is worth. By working with Quist, business leaders can get a detailed valuation that ensures they’re prepared to reward employees for their hard work when the time comes.

Decades of Valuation Experience

In-Depth & Accurate Analysis

Unique Insights & Guidance

Detailed Knowledge of 409a Valuations

39+

YEARS IN BUSINESS

10,000

VALUATIONS PROVIDED

25+

INDUSTRY SECTORS SERVED

Understand The Path Forward

Schedule a call with Quist to learn more about how we can help businesses with phantom stock plan valuations.

Phantom Stock Resources

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

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

What Does Each of the Recovery Scenarios Mean?

On June 8th, The National Bureau of Economic Research (NBER) officially declared a recession, noting that the U.S. economy had fallen into contraction starting in February 2020. This marks the first U.S. recession since the Great Recession, which began in December 2007 and lasted until June...

August 13, 2020

Blog

How to Account for Forgivable PPP Loan Proceeds

The first thing you want to consider is what basis of accounting is being used for your financials; cash or accrual basis or GAAP. A lot more nuance, interpretation, application of standards applies if the financials are on the GAAP basis. Cash or Accrual Basis – Practical Application...

August 13, 2020

Blog

How to value a company in the era of COVID-19?

We are often asked by clients, what valuation methodologies should be considered in the era of COVID-19? There is no silver bullet answer to this question. Given the significant impact on capital markets and increased market volatility, a business appraiser must think “outside the box”...

June 30, 2020

Blog

Political Outlook – Following Closely As Challenges Arise For Majority

The latest EPI Rocky Mountain Chapter meeting on June 4th with Jim Carlisle from Bank of America’s Federal Government Relations team featured a bipartisan overview of what potential effects to expect from the upcoming November elections. “Political Environment and Outlook” covered the developments across the...

June 15, 2020

Blog

Why Valuation is Important – Right Now

Today’s environment is ever-changing, with the advent and spread of COVID-19 affecting markets across the globe. Almost every company – small, midsize, and enterprise – is being impacted in some manner, and each day brings a new paradigm and shifting business conditions. Now more than...

March 27, 2020

Blog

How To Keep And Attract Key Employees In Your Business

The ability to retain and attract employees has become a well-known essential component of any business’s current success, future growth, and ability to sell. Offering good vacation and medical plans simply isn’t enough to hold valuable employees in place today. So, what’s the solution? Is...

May 8, 2019

Blog

3 simple steps to valuable prospective financials

Rick Harris is the Director of Finance for a 35-person engineering services company. The company prepares annual budgets each year but never created a multi-year forecast. The founder of the company is starting to contemplate transitioning out of the business and is considering all available...

April 9, 2019

Blog

What Is The Magic Of EBITDA?

If you’re running a business, you know about EBITDA. If the term seems mystical, the Corporate Finance Institute defines EBITDA as “Earnings Before Interest, Taxes, Depreciation, and Amortization and is a metric used to evaluate a company’s operating performance. It can be seen as a...

January 30, 2019

Blog

Same Facts, Different Answers: How to Get the Best Company Value

When I was just starting my career in business valuation, I attended an education class with about 200 other valuation professionals. We were given a case study – Same Facts – and we all came up with a different valuation conclusion – Different Answers. The...

January 22, 2019

Get Ready For Your Valuation

Use Quist’s Valuation Prep Guide to see the documentation you will need and the process we will take for a full valuation report.