Most business owners spend decades building their companies but only a few years preparing to sell them. At Quist, we guide owners through a structured process that reveals hidden value, identifies risks, and prepares the business for a successful transition.
Step 1: Calculate
The profitability reported on your tax return is often different from the earnings a buyer evaluates. Use our True Profitability Calculator to estimate your adjusted EBITDA by accounting for common add-backs and uncover the true earning power of your business.
This step creates the financial foundation for Understanding Value.
Step 2: Assess
Once your true profitability is clear, take Quist Insights – Spotlight™ to understand how your company performs relative to your industry. Spotlight™ also assesses Owner Readiness and Business Attractiveness, so you can see what may help or hurt your ability to sell.
Two important insights emerge:
Small operational improvements can translate into millions in additional enterprise value.
Step 3: Improve
Buyers evaluate more than financial performance. They assess the risk of owning and operating the business after you exit. Once you have clarity on your Profit Gap, move to Quist Insights – Advanced™ which identifies the specific value drivers impacting your business. Advanced™ assesses your business across 6 Key Value Drivers to determine where improvement will have the greatest impact. The result is a clear, prioritized Action Plan designed to help you close your Value Gap and increase Business Attractiveness before a sale.
Step 4: Certify
When you are ready to Sell the Business, a certified valuation provides the financial clarity needed to support your transaction goals and planning decisions. A certified valuation helps establish a defensible understanding of value for negotiations, tax planning, and strategic exit decisions. This stage of the process also creates an opportunity to think beyond the transaction itself and consider Legacy Planning, including charitable planning, where owners often donate a portion of their business to a charitable fund or foundation before a sale to support long-term impact.
Decades of valuation experience
Assessment tools that identify value gaps
Actionable steps to improve business value
Expert analysis and guidance
When it’s time to sell your company, multiple stakeholders may have opinions and interests. Business owners must carefully navigate these perspectives to ensure a smooth sale process.
When a successful business owner began exploring an exit, uncertainty about valuation and options created fear around the decision. Understanding the right metrics and valuation approaches can bring clarity and confidence to the process.
A large generation of business owners is approaching retirement, creating a wave of potential business sales. This shift presents both challenges and opportunities for buyers and sellers in the market.