Valuation FAQs

Certified valuations with Quist Valuation typically take six weeks. This includes data gathering, analysis, and preparing a comprehensive report tailored to your needs.

All of our valuation services are priced at a fixed fee. The price of a valuation is dependent on the following factors: type of valuation and purpose, complexity of the business; time of year the valuation is requested; and required turnaround time. Depending upon the scope of the engagement and the valuation approaches used, research fees may also be applied. Research fees can range from 8 – 10% of the project fee.

All Information sent to Quist is stored in a secured folder on ShareFile and completely confidential.

You can contact our Client Relationship Associate, Parker Cheresh, for any questions or updates related to any past, current, or potential projects. You can also contact the specific Analyst(s) that is working on your project, which will be assigned once your project is kicked-off.

Email: cheresh@quistvaluation.com
Phone: 303-643-5734

Click the link below to download our Preparing for the Valuation Process and Documentation Guide. This guide will get you started on collecting general documents required for a valuation. Quist will also send you a document request list which may include additional items.

Preparing for the Valuation Process and Documentation Guide

A certified valuation is a thorough, defensible analysis conducted by valuation experts, often required for legal, tax, or compliance purposes. Valuation software provides an estimate of value and highlights areas for improvement but may lack the depth and audit-ready documentation of a certified valuation. Quist Valuation offers both services, allowing clients to choose what best suits their needs.

Certified valuations are essential for situations requiring formal documentation, credentialed expertise, and unbiased opinion such as IRS audits, legal disputes, or complex wealth transfers. Business planning tools are more suited for gaining quick insights or preparing for strategic discussions. Quist Valuation provides both solutions to address diverse client needs.

Quist Valuation utilizes industry-leading methodologies, proprietary software, and decades of experience to deliver valuations rooted in precision and relevance to your specific needs.

Quist Valuation serves business owners, trusted advisors, and serial entrepreneurs seeking insights into business value for planning, compliance, or growth purposes.

Choosing the right valuation provider is about trust and expertise. Quist Valuation has a proven track record of serving thousands of clients, from small businesses to complex enterprises. Tailored solutions ensure you receive actionable insights aligned with your goals.

There are three main approaches to establish value: the income approach, the market approach, and the asset approach. At Quist, we strive to utilize multiple approaches to triangulate around a specific conclusion of value. We provide you with the strengths and weaknesses of each approach and indication of value, so that you understand how we reconciled around a specific conclusion.

An Opinion of Value consists of an analysis and report resulting in an expert opinion that is governed by the professional and reporting standards of the “Uniform Standards of Professional Appraisal Practice,” as promulgated by the Appraisal Standards Board of the Appraisal Foundation and the “Principles of Appraisal Practice and Code of Ethics” of the American Society of Appraisers.

Opinions of value are typically used for:

• Estate and Gift Valuations
• Other IRS related matters
• ESOPs
• Litigation and Divorce matters

A Calculation of Value is not a full expert opinion of value, it is the result of certain calculations that are agreed upon relative to the scope of the work effort.

Calculations of Value are typically used for:

• Settlement Purposes
• Mediation Purposes
• To support negotiation for an acquisition or sale of a business
• Exit planning

Quist Does not assist in the sale of your business. Instead, we provide the means of establishing a fair value between the parties involved. We are happy to introduce you to a business or transaction advisor in our network to assist you with the sale of your company. Over our 40 years of business, we have developed strong relationships with excellent advisors and have worked in partnership in helping our clients achieve their transaction goals.

For business owners who are early in the exit planning phase, we recommend our software platform, Quist Insights. The platform is a great place for any business owner to start when they are thinking about exiting their business. The Spotlight tool will provide an estimate of company value, an understanding of your Owner and Business Readiness, and insight as to how your company’s profitability compares to industry averages. The Advanced tool will provide an estimate of current and potential company value, an understanding of your tangible and intangible value drivers, and actionable steps to close your Value Gap.

Market Value of Invested Capital and Enterprise Value are both references to “Firm Value”. They both represent the entire value of a business, without giving consideration to its capital structure. The one difference is that Enterprise Value subtracts Cash under the assumption that it is a non-operating asset.

• Market Value of Invested Capital = (Share price x number of shares) + Total Debt
• Enterprise Value = (Share price x number of shares) + Total Debt – Cash

Equity Value is the value of the business that is attributable to shareholders; in other words, it’s the value that remains for shareholders after any debts have been paid off.

• Equity Value = (Share price x number of shares)
• Equity Value = Market Value of Invested Capital – Total Debt
• Equity Value = Enterprise Value – Total Debt + Cash

Business valuations are often needed for wealth transfer, estate planning, financial reporting, or preparing for an exit. Whether you’re transferring assets, ensuring compliance, or planning to sell, Quist Valuation provides tailored solutions backed by 40+ years of expertise.

Quist Valuation provides robust documentation and expert representation in the event of an audit. Our nearly flawless success rate demonstrates our ability to defend valuations against IRS scrutiny.

Absolutely. Valuation services from Quist Valuation are designed to align with your current and future objectives, whether you’re planning an exit, growing your business, or ensuring legacy continuity.

Quist Valuation offers both certified valuations and on-demand software tools, ensuring flexibility to meet a wide range of needs. The approach combines cutting-edge technology with over 40 years of expertise, providing both quick insights and comprehensive, defensible analyses.

Quist Valuation’s solutions are designed for scalability. Whether you need quick insights for multiple businesses or a detailed certified valuation for a single entity, Quist Valuation provides the flexibility to adapt to your requirements.