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

Whitepaper

Business Succession Planning for Private Companies

Creating Exit Options Comes from Early Planning and Creating Value Fueled by the roughly eight million Baby Boomers moving toward retirement, the next 10 to 15 years is expected to bring substantial transfers of wealth through both the outright sale of businesses as well as...

July 7, 2015

Whitepaper

Governance, Strategy, KPIs and Valuation

Strategy and Risk Management Top the Priority List for Board Focus With a volatile economic and geopolitical landscape, the accelerating speed of technology change, and competitive disruption, governance is more critical than ever to success. The spotlight on corporate directors continues to intensify as regulators...

July 7, 2015

Whitepaper

Innovation, Marketing, Sales and Company Valuation

Companies That Invest In Marketing and Sales Capabilities See 30% Higher Revenue Growth. 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...

July 3, 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