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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Whitepaper

6 Key Business Drivers

Most business owners recognize their business is their biggest asset. Often you are either preparing for investor funding, bank funding, or considering how to get the return on your investment of hard work and long hours. Eventually you may consider exiting the businesses through sale...

July 31, 2017

Blog

3 Steps to Skyrocket Your Company Value Using Brand Expansion

Mo Siegel started Celestial Seasonings in 1969 by hand-picking wild herbs in the mountains of Boulder, Colorado. He turned the herbs into tea, then sold his blends to local health food stores. Quickly the Celestial brand gained traction. It became known as the “tea that’s...

July 14, 2017

Blog

Trends and Challenges of Raising Capital in 2017

Private equity and venture capital investments are a fast-growing trend in 2017, making this an attractive option for companies seeking financial assistance for expansion. But as with any major decision, there are pros and cons. Understanding the current trends and challenges will put you one...

July 3, 2017

Blog

Top 3 Valuation Drivers that Help Land Early Stage Investors

When Anthony decided to start his own software company, he knew he’d need an investor to bring his idea to life. So early on, he dedicated time and effort to position his company for equity financing. In doing so, he had to learn how investors...

June 26, 2017

Blog

Is an ESOP Right for Your Company? Pros and Cons

An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that offers advantages to business owners, their companies, and employees. ESOPs help companies align incentives with employees by enabling them to become shareholders. Thus, ESOPs are a creative way for all stakeholders to invest...

June 6, 2017

Blog

New Colorado Law to Provide Funding for Small Business ESOP Program

FOR IMMEDIATE RELEASE Boulder, CO. – May 22, 2017 – Legislature recently passed a bill that helps keep business in Colorado as well as protect and grow jobs. The bill supports the development and implementation of Employee Stock Ownership Plans (ESOP). Colorado- based Quist Valuation,...

May 22, 2017

Blog

Using Stock Appreciation Rights to Keep Key Employees

The successful growth of a business and its ability to prepare for a future sale is often dependent on keeping key employees.   As a result, owners frequently resort to offering valued staff an equity interest, contingent on their remaining an employee, as an incentive to...

December 1, 2016

Blog

The Green Tsunami

As of Tuesday, California, Massachusetts, and Nevada joined Alaska, Colorado, Oregon and Washington, along with Washington DC to legalize marijuana, pushing the percentage of Americans living in states where marijuana use is legal for adults to above 20 percent. As voters in more states embrace...

November 10, 2016

Whitepaper

Successful Family Business Transfer

This White Paper describes a model that parents can use to pursue a successful business transfer from one generation to the next. It isn’t the only model that works, but because it depends on six carefully chosen elements, it has the potential for a successful...

October 28, 2016