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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Blog

The Impact of Rights and Preferences on Late Stage Funding

No one will argue that a transaction in a company’s own stock is the best indication of value – provided, of course, that the transaction occurred among willing and able buyers and sellers, neither acting under compulsion and both having reasonable knowledge of relevant facts....

September 3, 2015

Blog

Understanding Advantages of Alternative Valuation Methods for Holding Companies

When valuing interests in holding companies, appraisers typically incorporate the asset-based approach. The asset-based approach considers the value of the subject company’s assets and liabilities in order to arrive at the value of equity. The net asset value (“NAV”) method is one method under the...

September 3, 2015

Blog

How Brand Influences Company Valuation

I was recently asked by a prospective client to discuss how Quist Valuation thinks about brand in a valuation engagement: A company’s “brand” encompasses a variety of concepts: it is your trademark, your trade name, the quality of your product, your technology, your reputation. A...

August 12, 2015

Blog

Value Impact from Marketing and Sales Excellence

Companies with better marketing and sales capabilities grow faster than their peers. Revenue growth at companies with more advanced marketing and sales capabilities tends to be 30 percent greater than the average company within their sector. That means in an industry growing at 4.0 percent...

July 28, 2015

Blog

Goodwill – What’s it all about?

By: H. Warrick Jervis, Quist Senior Financial Analyst – In the context of a Purchase Price Allocation, Goodwill represents the total consideration paid for an acquisition, less the value of the tangible and identifiable intangible assets. Essentially, it is a residual value – the leftover...

April 23, 2014

Blog

Assembling Your Team for a Successful Transaction

A merger or acquisition is a big deal for any company. So how do you ensure that your transaction is a success from start to finish? The first step of ensuring a successful transaction is to assemble the right team that will help you see...

March 30, 2014

Blog

Gift and Estate Tax: How are they related?

The Gift Tax, according to the definition on the IRS website, “…is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return.” The Estate Tax is defined by the same website as, “…a...

March 13, 2014

Blog

Are Strategic Valuations Right for Your Company?

For many businesses, strategic valuations are an important tool for gaining and maintaining competitive advantages. Not only can a strategic valuation of your business provide you with a road map of the position of your company in its industry, but it can also form part...

March 13, 2014

Blog

RIAs – Getting turned around by what it’s worth? Valuation terminology can send you into a tailspin.

One of the most common issues we see in the registered investment advisory world is the discrepancy in understanding the different levels of value and how they coincide with various valuation approaches. For example, a controlling shareholder that is selling the business to a single...

November 27, 2013