Become the Go-To Advisor

Partner with a valuation expert who will provide in-depth valuation services and the guidance you and your clients need.

Quist’s Valuation Solutions

GROWING THE BUSINESS

Valuation solutions that support business strategy and operational effectiveness.

LEAVING A LEGACY

Valuation solutions that help business owners transfer and retain wealth.

PREPARING FOR EXIT

Valuation solutions to prepare for smooth and profitable business exits.

VALUATION & BUSINESS ASSESSMENT SOFTWARE

Quist's proprietary software that guides business owners through initial planning and discovery.

Valuation Is Critical

To become your client’s go-to advisor, you need the support of a strong partner that can provide valuation services and expertise that help your clients reach their short and long-term goals.

Quist: An Extension Of Your Expertise

By partnering with Quist, you can provide your clients with essential valuation services for any circumstance. Since 1984, Quist has provided advisors with the experience, processes, and technology they need to deliver best-in-class valuation solutions. Using our well-defined systems, methodologies, and actionable reports, you’ll show your clients unparalleled value to become their most trusted advisor.

Decades in the Valuation Business

Certified Exit Planning Advisors (CEPAs)

Exit Planning Institute (EPI) Partner

Proven Success Defending Valuations
to the IRS

39+

YEARS IN BUSINESS

10,000

VALUATIONS PROVIDED

25+

INDUSTRY SECTORS SERVED

Contact Us

See how you can expand your service offerings and become your clients’ most trusted advisor with Quist.

Resources

Stay up-to-date with the latest blogs and resources from Quist.

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

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

Quist Insights™ Unveils Second Key Enhancement to Their Proprietary Business Valuation Software

Quist Insights™, an easy-to-use SaaS-based valuation platform developed with business owners and their advisors in mind, has announced the second update within their valuation software. This update includes the ability to add companies, users, and permissions, as well as taking surveys on behalf of clients,...

August 11, 2020

Assess Your Clients Value in 10 Minutes

See how you can use our Quist Insights – Spotlight solution to assess a clients estimate of value, Owner Readiness, and Business Attractiveness.