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How to Defend Against IRS Valuation Audits
Tax season is quickly approaching, and fear of an audit may be on the minds of some of your clients. While most IRS audits are unlikely (1 in 100), clients filing valuations with estate tax returns are very likely. “This is the I.R.S.’s last whack...
August 22, 2017
Increase Your Client’s Business Value
Mike’s client froze when he asked, “Have you thought about retirement and what that might look like for your business?” He inquired because the last tax season had raised a few red flags. There seemed to be a discrepancy between his client’s expectations and the...
August 7, 2017
5 Methods to Value Your Company
This whitepaper is designed to help you understand the various options to value your company. Included are examples of how to calculate the value based on standard assumptions. Each company has its unique assumptions that should be carefully applied for actual valuations. To download the...
July 31, 2017
6 Key Business Drivers
Most business owners recognize their business is their biggest asset. Often you are either preparing for investor funding, bank funding, or considering how to get the return on your investment of hard work and long hours. Eventually you may consider exiting the businesses through sale...
July 31, 2017
3 Steps to Skyrocket Your Company Value Using Brand Expansion
Mo Siegel started Celestial Seasonings in 1969 by hand-picking wild herbs in the mountains of Boulder, Colorado. He turned the herbs into tea, then sold his blends to local health food stores. Quickly the Celestial brand gained traction. It became known as the “tea that’s...
July 14, 2017
Trends and Challenges of Raising Capital in 2017
Private equity and venture capital investments are a fast-growing trend in 2017, making this an attractive option for companies seeking financial assistance for expansion. But as with any major decision, there are pros and cons. Understanding the current trends and challenges will put you one...
July 3, 2017
Top 3 Valuation Drivers that Help Land Early Stage Investors
When Anthony decided to start his own software company, he knew he’d need an investor to bring his idea to life. So early on, he dedicated time and effort to position his company for equity financing. In doing so, he had to learn how investors...
June 26, 2017
Is an ESOP Right for Your Company? Pros and Cons
An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that offers advantages to business owners, their companies, and employees. ESOPs help companies align incentives with employees by enabling them to become shareholders. Thus, ESOPs are a creative way for all stakeholders to invest...
June 6, 2017
New Colorado Law to Provide Funding for Small Business ESOP Program
FOR IMMEDIATE RELEASE Boulder, CO. – May 22, 2017 – Legislature recently passed a bill that helps keep business in Colorado as well as protect and grow jobs. The bill supports the development and implementation of Employee Stock Ownership Plans (ESOP). Colorado- based Quist Valuation,...
May 22, 2017