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

Tax Reform and Value: What business owners need to know.

Is your business worth more – or less – in 2018? Now that the Tax Cut and Jobs Act is law, what now? Because these rules affect the value of your business, every business owner needs to be aware of these important changes. Overall, companies...

February 1, 2018

Blog

Fresh Pasta Holiday Fun for the Team

The Quist Team had a great time learning the art of fresh pasta as we shared in a homemade meal at Boulders Food Lab for Christmas 2017. Here are some photos of the fun!

January 5, 2018

Blog

Webinar: Revealing your Hidden Company Risks

December 14, 2017

Blog

3 Valuation Metrics to Help You Exit Your Business on Top

When Ken, a successful Colorado business owner, decided to exit his company he wasn’t sure what the options were, nor where to get direction. As he started to make these life-altering decisions, he and his wife were operating out of fear. They had a lot...

September 6, 2017

Blog

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

Blog

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

Blog

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

Blog

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

Blog

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