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.
Valuation solutions that support business strategy and operational effectiveness.
Valuation solutions that help business owners transfer and retain wealth.
Valuation solutions to prepare for smooth and profitable business exits.
Quist's proprietary software that guides business owners through initial planning and discovery.
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.
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
Stay up-to-date with the latest blogs and resources from Quist.
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Inflationary Impacts on M&A Activity
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Personal Goodwill in a Merger & Acquisition Transaction
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The Perfect Storm
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Popular Estate and Gift Tax Planning Techniques – Are They Doomed?
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Best Practices: Discounts for Lack of Marketability (DLOM)
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What Does Each of the Recovery Scenarios Mean?
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Are You an Exit Advisor?
See how one exit advisor uses Quist Insights to build trust with clients and set the stage for future engagements.