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.

Filter by content/category type

Blog
Blog

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

Blog

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

Blog

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

Blog

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

Blog

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

Blog

How To Get Funding – Making Your Business More Attractive

There comes a time in the life of every business when discussions begin about adding debt or capital to the company. How do you make sure your business is attractive to financial institutions and investors? There are many different strategies and methods for getting your...

January 10, 2019

Blog

How To Determine The Value Of A Small Business

If you were interested in getting a valuation for your company 5 years ago, your best choice would be to hire a recommended valuation company. That company would ask for the detailed documentation and spend lots of time over the next few months talking with...

December 28, 2018

Blog

Business Exit Strategies – How to Sell Your Business

An Innovative Forecast: Is Your Company Investor-Ready?John was thinking about retirement. His small, profitable company employed a half dozen people, and it seemed they were all in his office today – asking questions, complaining, or just making conversation. Time to figure out what the business...

November 27, 2018