Resource Library

Through our 40+ year history, we’ve stayed at the forefront of recognizing clear paths to better outcomes. We encourage you to now read through the content we’ve composed to give you ideas worth considering for the future of your business.

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News and Press

Quist Valuation Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary, FL, April 17, 2024 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Quist Valuation as an exclusive core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructure –...

May 15, 2024

News and Press

Quist Expands Team and Adds Divorce and Litigation Expertise – Quist Valuation

Quist Expands Team to Include Divorce and Litigation Expertise Quist Valuation is delighted to welcome Randy Orr. Randy is a Certified Public Accountant, Certified Fraud Examiner and is certified in Financial Forensics. Randy has testified over 150 times and brings unparalleled expertise and experience to...

March 28, 2024

Blog

EXIT PLANNING SOFTWARE – HOW DO I CHOOSE?

According to Peter Christman, an original co-founder of EPI, one of the key components to building a successful exit plan involves maximizing the business’ value and ensuring that the business is transferable. Advisors play a key role in helping clients develop and implement these plans....

January 9, 2024

Blog

ESOPs: A Must-Consider Exit Strategy for Business Owners, with Colorado’s Innovative Tax Credit Leading the Way

Has your business reached the point of success where an exit strategy seems like the next logical step? A smart business owner plans ahead and understands all their options when it comes to implementing an exit strategy so that they can get the most out...

December 27, 2023

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

Tax Strategies and Business Valuation for Estate Planning

Mastering Your Exit: Leveraging Tax Strategies and Business Valuation for Optimal Estate Planning As business owners approach the pivotal chapter of exiting their business, the intricacies of estate planning become paramount. The essence of a business exit encompasses much more than a mere change in ownership;...

March 20, 2023