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

2022 Colorado State of Owner Readiness™ Survey

Quist helped sponsor the 2022 Colorado State of Owner Readiness™ survey, in partnership with the State of Colorado, the Exit Planning Institute, and other strategic partners.This research had been conducted in over 11 markets across the country, but this was the first time a state-wide...

March 1, 2022

Blog

Personal Goodwill in a Merger & Acquisition Transaction

Summary: Selling a business can require some of the most important tax planning an owner may ever need. This is particularly true when a business that has operated as a C corporation is sold as an assets sale. In this situation, the owner may be...

January 13, 2022

Blog

The Perfect Storm

We are busy – and the abundance of activity is a result of essentially “the perfect storm,” due to not one, not two, but three fundamental drivers. The recipe for this storm situation is as follows: Taxes (or the avoidance thereof)Buying and selling + lots of...

November 29, 2021

Blog

Popular Estate and Gift Tax Planning Techniques – Are They Doomed?

In response to instructions under the budget resolution passed by the U.S. House of Representatives, Ways and Means Committee Chairman Richard Neal offered an amendment on September 13 that includes several tax changes in the area of estates, gifts, and trusts.  The two most relevant...

October 8, 2021

Blog

Best Practices: Discounts for Lack of Marketability (DLOM)

Discounts for lack of marketability (DLOMs) have frequently been the subject of controversy in valuations. The reason: applying a DLOM – an amount or percentage deducted from the value of an ownership interest to reflect the relative absence of marketability – can result in significant...

September 24, 2021

Blog

What Does Each of the Recovery Scenarios Mean?

On June 8th, The National Bureau of Economic Research (NBER) officially declared a recession, noting that the U.S. economy had fallen into contraction starting in February 2020. This marks the first U.S. recession since the Great Recession, which began in December 2007 and lasted until June...

August 13, 2020

Blog

How to Account for Forgivable PPP Loan Proceeds

The first thing you want to consider is what basis of accounting is being used for your financials; cash or accrual basis or GAAP. A lot more nuance, interpretation, application of standards applies if the financials are on the GAAP basis. Cash or Accrual Basis – Practical Application...

August 13, 2020

News and Press

Quist Insights™ Unveils Second Key Enhancement to Their Proprietary Business Valuation Software

Quist Insights™, an easy-to-use SaaS-based valuation platform developed with business owners and their advisors in mind, has announced the second update within their valuation software. This update includes the ability to add companies, users, and permissions, as well as taking surveys on behalf of clients,...

August 11, 2020

News and Press

Quist Insights™ Announces New Key Features and Enhancements to Their Proprietary Business Valuation Software

Quist Insights™, an easy-to-use SaaS-based valuation platform developed with business owners in mind, has announced they will be releasing several key product enhancements and updates over the next few months within their valuation software.  The first release occurred on July 9th, debuting an all new...

July 23, 2020