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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
Blog
Navigating the complexities of managing a Family Business
Family-run businesses can face unique complexities that may not exist in other businesses. These include: Family dynamics: In a family-run business, family members are both co-workers and family members, which can create complex dynamics. Conflicts that arise in the business can spill over into personal...
May 4, 2023
Blog
Tax Strategies and Business Valuation for Estate Planning
Mastering Your Exit: Leveraging Tax Strategies and Business Valuation for Optimal Estate Planning As business owners approach the pivotal chapter of exiting their business, the intricacies of estate planning become paramount. The essence of a business exit encompasses much more than a mere change in ownership;...
March 20, 2023
Blog
Top Three Metrics Driving SaaS Company Valuations
Software as a Service (“SaaS”) businesses are unique and require special considerations when valuing them. Over the past decade the SaaS industry has exploded in size driven by continuous product innovation and constant optimization of business models. According to Deloitte, the size of the global...
April 19, 2022
Blog
Inflationary Impacts on M&A Activity
According to a recent S&P Global webinar, 53.7 percent of participants polled believe that inflation will have a significant impact on M&A activity. First quarter 2022 has proven this belief to be true so far: M&A activity is being driven by three primary factors: Bottom...
April 19, 2022
Blog
How to Preserve Dealership Value: Focus on the Customer
Recent headwinds facing the globalized economy have afforded car dealerships some of the most profitable years in decades. The average new car sales price reached $46,000 as of February and new and used car prices increased 12.2% and 40.4% year over year, respectively. It’s an...
March 22, 2022
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