Quist Insights – Advanced™ Business Valuation Tool

Business valuation software that helps assess your business, identify key value drivers, including human, structural, social and customer capital, and close your Value Gap with an actionable improvement plan.

For When You Need a Deeper Look

Quist Insights – Advanced™ provides a deeper assessment of business value by evaluating Six Key Drivers using a clear, common-sense scoring approach. Built on an income approach, it estimates value based on a business’s cash flow generating ability, giving a more complete and structured view of business performance.Whether you want to expand your business or get it ready to sell, Advanced™ is a user-friendly business valuation tool designed to help you achieve your goals.

Estimate Range of Business Value in One to Two Hours

Get Recommendations to Close the Value Gap

Key Strengths & Weaknesses Identified

Six Key Drivers of Value Analyzed

Comparison to Industry Multiples

Realize the Full Potential of Your Business

Quist Insights – Advanced™ translates your business assessment into prioritized recommendations and a clear action plan. By focusing on the highest-impact opportunities, it helps close the Value Gap over time, providing a practical roadmap to improve performance and increase business value. In just one to two hours, get the insights needed to start making progress right away.

Interested in Advanced™ but have questions or want more information?

Request a demo so we can have a conversation.

Use This Business Valuation Tool to Analyze the 6 Key Drivers of Value

Business value is a combination of both tangible and intangible assets. Advanced™ allows business owners and their advisors to conduct an in-depth analysis of the business, providing actionable ways to improve the six key value drivers.

STRATEGIC VALUE

Assesses how dynamics such as barriers to entry, regulatory requirements, competition, and market share affect a business’s valuation.

ORGANIZATIONAL VALUE

Evaluates a company’s culture, internal communication, systems, and processes, and its ability to ensure a consistent and repeatable delivery of products/services.

EMPLOYEE VALUE

Considers the strengths of the employees and management as well as determines whether the value of the company is driven by the team or by one or two people.

CUSTOMER VALUE

Reflects the health of a business’s customer base by looking at factors like customer retention, customer diversification, and customer satisfaction.

FINANCIAL VALUE

Analyzes the revenue growth and profitability of a company as well as the financial controls and systems in place to manage the business.

GOVERNANCE VALUE

Addresses a company's corporate structure and its social and environmental awareness, as these can affect brand reputation and increase employee engagement.

Quist Insights – Advanced™ Business Valuation Software for Owners

Quist Insights Advanced Valuation Software for Business Owners

Perfect For Business Owners…

Advanced™ is designed for business owners who want a deeper understanding of what drives their company’s value, without the need for a certified valuation. It provides a clear, actionable framework to support strategic planning, align management teams, and guide long-term transition decisions. With access to Quist’s team of experts for guidance and support, owners can move forward with confidence and clarity.

…And Business Advisors

Advanced™ is designed for advisors who work closely with clients to plan for growth and transition.Built to align with the Value Acceleration Methodology, it’s ideal for Certified Exit Planning Advisors (CEPAs) and other growth advisors who need a structured, actionable framework to help clients increase value and close their Value Gap while supported by Quist’s experts as an extension of their team.

Quist Spotlight Advanced Valuation Software

Quist Spotlight™ Advanced Valuation Software

Quist Insights: Spotlight™ vs. Advanced™

See the differences between the two versions of Quist Insights business valuation software to find the right solution for you.

Core Assessment Metrics

Quist Insights - Spotlight™

Quist Insights - Advanced™

Estimate Business Value
Estimate Business Value
Estimate Business Value
Business Attractiveness
Business Attractiveness
Business Attractiveness
Owner Readiness
Owner Readiness
Owner Readiness
Profit Gap
Profit Gap
Profit Gap
Value Gap
Value Gap
Value Gap
Market Multiples
Market Multiples
Market Multiples
Income Approach
Income Approach
Income Approach

6 Key Value Drivers Assessment

Quist Insights - Spotlight™

Quist Insights - Advanced™

Strategic Value
Strategic Value
Strategic Value
Organizational Value
Organizational Value
Organizational Value
Employee Value
Employee Value
Employee Value
Customer Value
Customer Value
Customer Value
Financial Value
Financial Value
Financial Value
ESG Value
ESG Value
ESG Value

In-Depth Insights

Quist Insights - Spotlight™

Quist Insights - Advanced™

Prioritized Action Plan
Prioritized Action Plan
Prioritized Action Plan

Quist Insights Is Based On…

40+
YEARS IN BUSINESS
10,000
VALUATIONS PROVIDED
25+
INDUSTRY SECTORS SERVED

Case Study: How Ready for Next Advisory Group Creates Clear Paths For Client Success

Discover how an advisory firm like yours can use Quist Spotlight™ and Advanced™ solutions throughout the consulting relationship, from starting the conversation to identifying goals and bringing the optimal transition to fruition.

Quist Insights Resources

Blog

How to Value a Business Part 6: Understanding Environmental, Social, and Governance

In previous installments of this blog series, we’ve walked through the five foundational value drivers that impact how to value a business: Strategic Value, Organizational Value, Employee Value, Customer Value, and Financial Value. Today, we turn our focus to a critical and increasingly scrutinized component—Environmental,...

June 9, 2025

Blog

How to Value a Business: Understanding and Improving Financial Value

In our previous blogs, we’ve followed Jean, a committed business owner striving to enhance her company’s worth. She had already tackled Strategic Value, Organizational Value, Employee Value, and Customer Value—four of the six key drivers that influence how to value a business. Now, she turned...

April 1, 2025

Blog

How to Value a Business Part 4: The Role of Customer Value in Business Success

In our previous blogs, we followed Jean, a dedicated business owner working to strengthen her company’s value. She had already tackled Strategic Value, Organizational Value, and Employee Value—three of the six key value drivers that influence how to value a business. Now, she turned her...

February 7, 2025

Blog

How to Value a Business Part 3 – Understanding Employee Value

As Jean walked out of yet another meeting, a senior manager approached her to discuss their latest product designs. Although intrigued, Jean couldn’t shake the thought: Was it time for her managers to take on more responsibility? Could this be the right moment to plan...

February 7, 2025

Blog

How to Value a Business Part 2: Focusing on Organizational Value

As Jean considered transitioning out of her business, she realized it was time to assess its true worth. In Part 1 of this series, we explored Strategic Value and its importance in business valuation. Now, Jean is focusing on Organizational Value—another key factor in understanding...

January 9, 2025

Blog

How to Value a Business: Understanding Strategic Value

Jean had spent a decade growing her software company into a successful business. With a product that helped teams manage large projects, revenues were climbing, and sales projections looked promising. Now, she was considering whether it was the right time to step aside and pass...

October 22, 2024

Blog

What Factors Determine the Need for a Certified Valuation vs. an Estimate of Value?

A Certified Valuation and an Estimate of Value are two different methods of determining the value of a business, asset, or property. The factors that will require a Certified Valuation vs. an Estimate of Value will depend on the purpose of the valuation and the...

September 27, 2023

Blog

Quist Insights™ Unveils Second Key Enhancement to Their Proprietary Business Valuation Software

Quist Insights™, an easy-to-use SaaS-based valuation platform developed with business owners and their advisors in mind, has announced the second update within their valuation software. This update includes the ability to add companies, users, and permissions, as well as taking surveys on behalf of clients,...

August 11, 2020

Blog

Quist Insights™ Announces New Key Features and Enhancements to Their Proprietary Business Valuation Software

Quist Insights™, an easy-to-use SaaS-based valuation platform developed with business owners in mind, has announced they will be releasing several key product enhancements and updates over the next few months within their valuation software.  The first release occurred on July 9th, debuting an all new...

July 23, 2020

Blog

Quist Welcomes New Partner: Colorado Companies to Watch

Colorado Companies to Watch (CCTW), a nonprofit that recognizes and supports 2nd stage companies, has partnered with Quist Insights to deliver invaluable business valuations for scores of Colorado firms.

April 11, 2019

Blog

3 simple steps to valuable prospective financials

Rick Harris is the Director of Finance for a 35-person engineering services company. The company prepares annual budgets each year but never created a multi-year forecast. The founder of the company is starting to contemplate transitioning out of the business and is considering all available...

April 9, 2019

Blog

Quist Insights Partners with Portocol to Help Owners Increase Business Value

SaaS-based tool leverages 35 years of data to produce one of kind valuation algorithm Boulder, CO —Date— Quist Insights, a spinoff company from Quist Valuation, one of the nation’s leading independent business valuation and securities analysis firms, today announced a partnership with Portocol Business Strategies....

February 24, 2019

Frequently Asked Questions

What makes this business valuation tool different from basic online calculators?

Most free online valuation calculators rely on a market approach, applying rules of thumb and generic multiples (i.e., 3-5x EBITDA) to earnings to produce a quick estimate. QuistInsights – Advanced™ takes a more valuation-quality approach by using an income approach, which focuses on your company’s specific operating performance and cash flow–generating ability. It also incorporates real transaction data, resulting in a more realistic and decision-ready view of value.

Who benefits most from using a comprehensive business valuation tool?

Owners, trusted advisors, and financial professionals who want a clear, data‑driven understanding of a company’s worth and where value is created or lost will benefit most. It’s especially helpful if you’re preparing performance improvement initiatives and doing strategic planning with management.

How can business valuation software support strategic decisions?

Quist Insights – Advanced™ helps you make better strategic decisions by showing where your business is strong, where it’s underperforming, and what actions will most improve value. It provides a clear score, from Very Weak to Best in Class, so you can quickly benchmark your company’s performance. It also delivers three targeted recommendations for each Key Driver (Employee Value, Organization Value, Strategic Value, Financial Value, Customer Value, and Governance), along with a prioritized action plan to guide which initiatives to focus on first. Over time, you can monitor trends and track progress, making it easier to measure improvement, evaluate tradeoffs, and plan confidently for growth, investment, or an eventual exit.

Is this tool a substitute for a formal valuation by an expert?

No. While this business valuation tool delivers a robust and informative estimate, it is not a certified appraisal. For legal, tax, or compliance purposes, a formal valuation from a qualified expert is recommended. However, the software is a powerful step in understanding your business value before pursuing that.

How is Quist Insights – Advanced™ different from Spotlight™?

Spotlight™ is a quick-entry tool designed to give you a high-level estimate of value in about 10 minutes. Advanced™, on the other hand, offers a deeper assessment, evaluating key intangible value drivers, analyzing financial performances, benchmarking against peers and delivering a prioritized action plan. It’s built for owners and advisors who want to go beyond the basics and make data-driven decisions to improve value over time.

Ready to take the next steps

Purchase Quist Insights – Advanced™ today.