Quist Insights – Advanced

Dive deeper with in-depth analysis and tailored guidance to grow and improve the value of any business.

Understand and Grow Business Value

With Advanced, business owners and their advisors can estimate current and potential business value, understand the business’s strengths and weaknesses, and get a prioritized action plan to close the business’s Value Gap. Based on years of valuation experience and data, it’s the perfect business valuation software solution to help business leaders understand and grow their business’s value.

Get Recommendations to Close
the Value Gap

Identify Key Strengths & Weaknesses

Compare Company Cash Flow to Industry Multiples

Increase Value

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 not only the revenue growth and profitability of a company but also the financial controls and systems in place to manage the business.

ENVIRONMENT, SOCIAL, AND GOVERNANCE (ESG) VALUE

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

Quist Insights Advanced Valuation Software for Business Owners

Perfect For Business Owners…

Advanced is the ideal solution for owners who want to take that next step to grow company value and prepare for exit. Using this comprehensive tool, estimate current business value, get specific recommendations around each of the six value drivers to close the Value Gap, and compare company cash flow to industry multiples. This guidance will provide the insights needed to grow value and move toward best in class operations.

…And Business Advisors

Advanced is for those business advisors who like to work closely with their clients, helping them strategize and prepare for the future. Designed to work with the Value Acceleration Methodology, it’s ideal for Certified Exit Planning Advisors (CEPAs) and other advisors who need a framework for providing their clients an actionable plan to grow their business’s value and close their Value Gap.

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…

39+

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

Quist Expands Team and Adds Divorce and Litigation Expertise – Quist Valuation

Quist Expands Team to Include Divorce and Litigation Expertise Quist Valuation is delighted to welcome Randy Orr. Randy is a Certified Public Accountant, Certified Fraud Examiner and is certified in Financial Forensics. Randy has testified over 150 times and brings unparalleled expertise and experience to...

March 28, 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

Part 6 – The Ultimate Guide Of How To Value Your Company: Environmental, Social, and Governance

That last meeting was interesting. One of Jean’s senior staff presented a plan to tighten the company’s security posture and improve data privacy. There are so many issues to consider! And along with data privacy, she wanted to understand the environmental and social impact of...

July 16, 2019

Blog

Part 5 – The Ultimate Guide Of How To Value Your Company: Financial Value

Jean went to grab a cup of coffee. Reviewing these financial statements was making her head hurt. The company was doing well, though there were always areas for improvement Business owners often find it difficult to recognize when it’s time to prepare the company for...

June 17, 2019

Blog

Part 4 – The Ultimate Guide Of How To Value Your Company: Customer Value

Jean put down the phone. That customer was finally happy. It had taken all her people skills to help them through their issues, but the end result was positive. Jean’s company had a great customer base, and sales were good. But was her customer base...

May 21, 2019

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

Part 3 – The Ultimate Guide to the Value of Your Business: Employee Value

So many meetings… Walking out of the conference room, Jean was stopped by one of her senior managers. He wanted to discuss their latest product marketing designs. As interested as she was, Jean was thinking maybe it was time for these managers to take on...

April 1, 2019

Blog

Part 2 – Ultimate Guide Of How To Value Your Company: Organizational Value

Was it time? Jean had begun to think it was time to transition out of her business. Her product was doing well – they were at the cusp of closing another big customer. Everyone on staff was pulling together to get this done. For many...

March 11, 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

Streamline Business Growth With Quist Valuation

As your business needs change, Quist’s comprehensive solutions can meet your needs at any stage along your owner journey.