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.

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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


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


Transfer Your Business And Avoid The Deal Killer: Taxes

When you started your business, you may have had issues on your mind other than choosing the best corporate entity form for an eventual sale. Now that you are thinking about your exit, however, entity choice (C or S corporation) has become critically important. That’s...

December 5, 2016


Using Stock Appreciation Rights to Keep Key Employees

The successful growth of a business and its ability to prepare for a future sale is often dependent on keeping key employees.   As a result, owners frequently resort to offering valued staff an equity interest, contingent on their remaining an employee, as an incentive to...

December 1, 2016


Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Given the right circumstances, one of these paths may be appropriate for you....

November 30, 2016