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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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Blog
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

Blog

How to Value a Business Part 2: Focusing on Organizational Value

As Jean considered transitioning out of her business, she realized it was time to assess its true worth. In Part 1 of this series, we explored Strategic Value and its importance in business valuation. Now, Jean is focusing on Organizational Value—another key factor in understanding...

January 9, 2025

Blog

The Importance of Strong Business Valuation in Divorce Proceedings

Divorce is a complex and emotionally charged process, especially when business interests are involved. Beyond the emotional strain, the financial stakes are often high, and accurately valuing the marital estate—including business assets—becomes critical. For spouses who either co-own or have a stake in a business,...

November 13, 2024

Blog

How to Value a Business: Understanding Strategic Value

Jean had spent a decade growing her software company into a successful business. With a product that helped teams manage large projects, revenues were climbing, and sales projections looked promising. Now, she was considering whether it was the right time to step aside and pass...

October 22, 2024

Blog

Creating a Wealth Transfer Plan for You and Your Heirs: Why Certified Valuations Are Key

As the future of tax laws remains uncertain, creating a comprehensive wealth transfer plan is more important than ever. With potential changes to the federal estate tax set to take effect at the end of 2025, failing to prepare could expose your estate—and your heirs—to...

October 22, 2024

Blog

Navigating Divorce & Business Litigation: The Value of an Expert Witness with Quist Valuation

To say the very least, getting a valuation or forensic analysis for divorce proceedings and business litigation cases is a significant undertaking. The high-stakes nature of these matters combined with the often emotionally charged environment requires not only a precise and detailed litigation strategy but...

July 3, 2024

News and Press

Quist Expands Team and Adds Divorce and Litigation Expertise – Quist Valuation

Quist Expands Team to Include Divorce and Litigation Expertise Quist Valuation is delighted to welcome Randy Orr. Randy is a Certified Public Accountant, Certified Fraud Examiner and is certified in Financial Forensics. Randy has testified over 150 times and brings unparalleled expertise and experience to...

March 28, 2024