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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

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 Valuation Joins The Wealth Engineering Expert Sourcing Consortium

Lake Mary, FL, April 17, 2024 – The Wealth Engineering Family of Companies (WE) is pleased to announce the inclusion of Quist Valuation as an exclusive core component of its Expert Sourcing Consortium; synchronizing with our other expert sourcing firms and our elastic infrastructure –...

May 15, 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

Blog

EXIT PLANNING SOFTWARE – HOW DO I CHOOSE?

According to Peter Christman, an original co-founder of EPI, one of the key components to building a successful exit plan involves maximizing the business’ value and ensuring that the business is transferable. Advisors play a key role in helping clients develop and implement these plans....

January 9, 2024

Blog

ESOPs: A Must-Consider Exit Strategy for Business Owners, with Colorado’s Innovative Tax Credit Leading the Way

Has your business reached the point of success where an exit strategy seems like the next logical step? A smart business owner plans ahead and understands all their options when it comes to implementing an exit strategy so that they can get the most out...

December 27, 2023

Blog

What Factors Determine the Need for a Certified Valuation vs. an Estimate of Value?

A Certified Valuation and an Estimate of Value are two different methods of determining the value of a business, asset, or property. The factors that will require a Certified Valuation vs. an Estimate of Value will depend on the purpose of the valuation and the...

September 27, 2023