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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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What Happens When I Sell My Business? 3 Valuable Strategies

Entrepreneurship has many upsides. Business owners get to decide what they stand for and choose which customers they want to work with, owners set their own schedule and have control over their time, and they have the option to generate a nice income from their...

April 10, 2019


3 simple steps to valuable prospective financials

Rick Harris is the Director of Finance for a 35-person engineering services company. The company prepares annual budgets each year but never created a multi-year forecast. The founder of the company is starting to contemplate transitioning out of the business and is considering all available...

April 9, 2019


Part 3 – The Ultimate Guide to the Value of Your Business: Employee Value

So many meetings… Walking out of the conference room, Jean was stopped by one of her senior managers. He wanted to discuss their latest product marketing designs. As interested as she was, Jean was thinking maybe it was time for these managers to take on...

April 1, 2019


Part 2 – Ultimate Guide Of How To Value Your Company: Organizational Value

Was it time? Jean had begun to think it was time to transition out of her business. Her product was doing well – they were at the cusp of closing another big customer. Everyone on staff was pulling together to get this done. For many...

March 11, 2019

News and Press

Quist Insights Partners with Portocol to Help Owners Increase Business Value

SaaS-based tool leverages 35 years of data to produce one of kind valuation algorithm Boulder, CO —Date— Quist Insights, a spinoff company from Quist Valuation, one of the nation’s leading independent business valuation and securities analysis firms, today announced a partnership with Portocol Business Strategies....

February 24, 2019


Part 1 – Ultimate Guide Of How To Value Your Company: Strategic Value

Jean was ready to get out. She had run this company for 10 years, and it felt like time to hand it over to someone with fresh ideas. Her business, a software company, had a productivity product that was selling well into companies doing large...

February 12, 2019


Podcast: How Businesses Can Drive Value During Ownership Transition with Shina Culberson

There will come a time for business owners to start to entertain the idea of ownership transition. In one way or another, they will have to transfer their businesses to the hands of other owners, carrying over not only the business itself but the employees...

February 6, 2019


What Is The Magic Of EBITDA?

If you’re running a business, you know about EBITDA. If the term seems mystical, the Corporate Finance Institute defines EBITDA as “Earnings Before Interest, Taxes, Depreciation, and Amortization and is a metric used to evaluate a company’s operating performance. It can be seen as a...

January 30, 2019


Same Facts, Different Answers: How to Get the Best Company Value

When I was just starting my career in business valuation, I attended an education class with about 200 other valuation professionals. We were given a case study – Same Facts – and we all came up with a different valuation conclusion – Different Answers. The...

January 22, 2019