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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

Quist’s Expert Guide to Navigating Personal Goodwill

Selling a company is one of the most complicated financial experiences most business owners will ever face. And, all too often, sellers leave money on the table by misclassifying key assets — like personal goodwill. To help, we created a resource that outlines personal goodwill,...

April 18, 2025

Blog

How to Accurately Assess & Value Multifamily Investment Entities

Many investors in real estate, and specifically multifamily properties, favor a passive investment role for several compelling reasons. First, investors can gain exposure to real estate without the need to manage properties directly. Second, investors can gain access to larger, higher quality properties since real...

April 3, 2025

Blog

How to Value a Business: Understanding and Improving Financial Value

In our previous blogs, we’ve followed Jean, a committed business owner striving to enhance her company’s worth. She had already tackled Strategic Value, Organizational Value, Employee Value, and Customer Value—four of the six key drivers that influence how to value a business. Now, she turned...

April 1, 2025

Blog

How Can a Business Valuation Support My Business?

As a business owner, you may think that a formal valuation is only necessary when you’re planning to sell your company. However, getting a business valuation can provide numerous benefits for your company even if an Exit isn’t on the horizon. Whether you’re considering a...

February 21, 2025

Blog

How to Value a Business Part 4: The Role of Customer Value in Business Success

In our previous blogs, we followed Jean, a dedicated business owner working to strengthen her company’s value. She had already tackled Strategic Value, Organizational Value, and Employee Value—three of the six key value drivers that influence how to value a business. Now, she turned her...

February 7, 2025

Blog

How to Value a Business Part 3 – Understanding Employee Value

As Jean walked out of yet another meeting, a senior manager approached her to discuss their latest product designs. Although intrigued, Jean couldn’t shake the thought: Was it time for her managers to take on more responsibility? Could this be the right moment to plan...

February 7, 2025

Blog

2025 Updates to the Quist Insights Platform: Enhancing Your Strategic Planning and Valuation Experience

The Quist Insights platform is committed to continuously enhancing its features and capabilities to provide users with the most advanced tools for business valuation and strategic planning. At the end of 2024, we introduced several key updates that further empower business owners and their advisors...

January 10, 2025

Blog

Understanding EBITDA: How to Calculate It and Its Role in Business Valuation

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company’s financial performance that reflects its operating profitability before accounting for non-operating expenses such as interest, taxes, depreciation, and amortization. What is EBITDA? Here is a breakdown of what...

January 10, 2025

Blog

What Is Happening with the Estate Tax Exemption in 2025?

As we look ahead, the federal estate tax exemption, currently allowing individuals to transfer up to $13.61 million tax-free with a top tax rate of 40% on any excess, is expected to remain for the next four years. This stability offers a unique opportunity for...

January 9, 2025