20 March, 2023 in Blog, Exiting Your Business Tax Strategies and Business Valuation for Estate Planning
19 April, 2022 in Blog, Growing Your Business, Phantom Stock Plans Top Three Metrics Driving SaaS Company Valuations
19 April, 2022 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out Inflationary Impacts on M&A Activity
22 March, 2022 in Blog, Growing Your Business, Shareholder Buy In/Out How to Preserve Dealership Value: Focus on the Customer
01 March, 2022 in Blog, Charitable Donations, Exiting Your Business, Fractional Interest, Wealth Transfer Planning 2022 Colorado State of Owner Readiness™ Survey
13 January, 2022 in Blog, Goodwill Impairment, Growing Your Business, Purchase Price Allocation (PPA) Personal Goodwill in a Merger & Acquisition Transaction
29 November, 2021 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out The Perfect Storm
08 October, 2021 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Popular Estate and Gift Tax Planning Techniques – Are They Doomed?
24 September, 2021 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning Best Practices: Discounts for Lack of Marketability (DLOM)
13 August, 2020 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out What Does Each of the Recovery Scenarios Mean?
13 August, 2020 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out How to Account for Forgivable PPP Loan Proceeds
11 August, 2020 in Blog, News and Press, Valuation Software - Advanced Quist Insights™ Unveils Second Key Enhancement to Their Proprietary Business Valuation Software
23 July, 2020 in Blog, News and Press, Valuation Software - Advanced Quist Insights™ Announces New Key Features and Enhancements to Their Proprietary Business Valuation Software
30 June, 2020 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out How to value a company in the era of COVID-19?
