Quist Valuation Press Room

Quist Valuation to Sponsor 20th Annual IBF Venture Capital Investing Conference

Tue, 02 Jun 2009 12:00:22 -0700

Quist Executive Thomas Miller to Participate on "The Valuation Situation" panel

SAN FRANCISCO, June 2, 2009 - Quist Valuation, a leading global venture valuation firm, is proud to announce their sponsorship of the IBF Venture Capital Investing Conference. The 20th anniversary of this premier industry gathering will be held on June 3-5, 2009 at The Palace Hotel in San Francisco, and is expected to unite over 400 of the most active venture capitalists, limited partners and private equity investors.

"We are pleased to sponsor the 20th Anniversary of such a highly successful forum; bringing industry leaders and investors to the table to share best practices and discuss the challenges we face in today's ever-changing market," said Thomas Miller, Quist Valuation Managing Director. "Our clients continue to seek simple solutions to the numerous reporting concerns they face in the financial sector and this forum affords companies the opportunity to share what's working in the industry and what's not making the grade."

Thomas Miller also will be participating on the panel session "The Valuation Situation" on the second day of the conference where new valuation methodologies for standards and consistencies within the venture capital community will be reviewed. For a complete agenda, please visit http://www.vcinvestingconference.com/agenda.html.

About Quist Valuation
Celebrating 25 years of experience, Quist Valuation has grown into one of the nation's leading valuation firms. Our expert team of accredited financial analysts and economists guide private and public companies and investment entities through the intricacies of financial reporting, corporate finance and tax compliance. With our time-tested, independent valuation process, and the experience of conducting more than 3,000 engagements, Quist valuations withstand regulatory and auditor scrutiny. For more information, visit www.quistvaluation.com.

About IBF Venture Capital Investing Conference
IBF organized the first Venture Capital Investing Conference back in 1989, which has continued to unite venture capitalists and limited partners. Set in San Francisco, this event is consistently regarded as the most important gathering of its kind, uniting hundreds of venture firms which paved the way for the expanded path of the industry. IBF is privileged to celebrate the 20th year for the community as a whole, as now more than ever, VC investors and limited partners need to address the changed landscape for investing due to global economic conditions and tackle pressing issues impacting the VC asset class.

SOURCE: Quist Valuation

Contact:
Lori Varsames
Quist Valuation
303-250-7577
lori@myqval.com

Quist Valuation Opens Office in San Francisco

Mon, 09 Oct 2006 20:51:19 -0700

Citing a growing demand for Quist Valuation's services among the area's diverse group of technology-focused companies, Quist recently opened an office in San Francisco, California. Quist Valuation Managing Director Thomas Miller relocated to San Francisco to manage the office, analyst team and business development efforts. "Our client base in the Bay Area has grown dramatically in recent years and we see a great opportunity for additional growth given the resurgent M&A market, complex valuation issues such as IRC409A and the need to expense stock options for public companies," said Miller. Quist's new office is conveniently located in the Embarcadero Center.

Contact Information:

Thomas D. Miller, CFA
Managing Director

1 Embarcadero Center #500
San Francisco, CA 94111
miller@quistvaluation.com
Office: 415.839.5424

Rules of Thumb Based on Transaction Multiples Part II

Mon, 26 Jun 2006 16:02:22 -0700

Brett Suchor, President of Quist Valuation released the second article in a multipart series that examines potentially damaging misconceptions that occur when transaction multiples are used to establish pricing in M&A transactions. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_NewsV.3No.2.pdf

Fair Market Value Accounting and Embedded Derivatives

Mon, 26 Jun 2006 15:56:21 -0700

Thomas D. Miller, Managing Director of Quist Valuation released an article today that explores the sticky issue of embedded derivatives, i.e. a financial instrument that is embedded in another contract or host contract, in the post fair value accounting world. The entire article is available at: URL /http://www.quistvaluation.com/PDF/Quist_NewsV.3No.2.pdf

The Importance of Waterfall Analysis

Mon, 26 Jun 2006 15:08:53 -0700

Brett Suchor, President of Quist Valuation and Kyle Covell, Financial Analyst released an article today discussing the numerous advantages for using waterfall analysis as an effective tool for understanding a company's capital structure and necessary component of an IRC409A valuation engagement. IRC409A affects private companies that grant equity compensation to their employees and can create significant tax penalties for recipients of this compensation in certain circumstances. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_NewsV.3No.2.pdf

SFAS 123R Insights

Wed, 15 Mar 2006 16:33:56 -0700

Thomas Miller, Managing Director of Quist Valuation released an article today that provides insights into the stock option expensing issue for public companies. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_NewsV3_N1.pdf

IRC 409A Practical Valuation Considerations for Emerging Companies

Wed, 15 Mar 2006 16:19:25 -0700

Brett Suchor, President of Quist Valuation released an article today that analyzes the key factors involved in the valuation process for emerging companies complying with IRC 409A. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_NewsV3_N1.pdf

IRC 409A: Beyond the Tax Consequences

Wed, 15 Mar 2006 16:14:10 -0700

While the tax consequences resulting from non-compliance with IRC 409A can be substantial, there are other equally important negative impacts that can affect M&A transactions, other equity investors and financial reporting requirements. Brett Suchor, President of Quist Valuation examines this issue in an article released today. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_NewsV3_N1.pdf

Marty Wisott joins Quist Valuation

Wed, 08 Mar 2006 16:36:17 -0700

Quist Valuation is proud to announce the addition of Marty Wisott CFA, ASA to the Quist team. Marty is responsible for leading one of Quist's analyst teams and ensuring that our clients receive superior business valuation support. Marty joins Quist from Chicago, IL where he was the Director of BDO Seidman's regional valuation practice from 1999 to 2006. Prior to his work with BDO Seidman, Marty served as an Assistant Vice President at Bank One/American National Bank & Trust. Marty brings a wealth of valuation expertise and management experience to our team.

Quist Valuation promotes Tara Hume to Team Leader

Sun, 01 Jan 2006 16:37:59 -0700

Quist Valuation is proud to announce the promotion of Tara Hume, CFA, FRM to Team Leader. In her new role, Tara will be responsible for leading one of Quist's analyst teams and will rely on her extensive analytical and management skills to ensure that our clients receive superior business valuation support.

Rules of Thumb and M&A Multiples Part 1

Tue, 08 Nov 2005 16:41:11 -0700

Brett Suchor, President of Quist Valuation released the first article in a multipart series that examines potentially damaging misconceptions that occur when transaction multiples are used to establish pricing in M&A transactions. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_%20NewsV.2No.4.pdf

Stress Testing Inputs to the Income Approach

Tue, 08 Nov 2005 16:39:20 -0700

Brett Suchor, President of Quist Valuation and Tara Hume, Senior Financial Analyst released an article today that explores the advantages of using Monte Carlo Simulation to stress test cash flows. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_%20NewsV.2No.4.pdf

Fair Warning - On the Precipice of Change: Will Conflicts of Interest Forever Change the Fairness Opinion Landscape in M&A Deals?

Mon, 24 Oct 2005 16:43:00 -0700

"Fair Warning" an article that examines the current conflict of interest controversy surrounding the use of fairness opinions in M&A transactions, written by Brett Suchor, President of Quist Valuation and Hendrik Jordaan, attorney with Holme, Roberts and Owen LLP, appears in the 10/24.05 print and digital versions of The Deal. The entire article is available at: URL http://www.quistvaluation.com/PDF/QuistArticleinTheDeal.pdf

Understanding the Current Equity Risk Premium Controversy

Sat, 20 Nov 2004 16:44:58 -0700

James H. Connors III, Quist Valuation Managing Director released an article today that examines the precision required in establishing the equity risk premium. Historically, appraisers have held Ibbotson data to be an appropriate estimate with relative blind faith. Recent research by Ibbotson and Chen, as well as, additional reviews of the components of the equity risk premium reflect in many cases that it has been overstated. The entire article is available at: URL http://www.quistvaluation.com/PDF/Quist_%20NewsV.2No.3.pdf

Schwab Enlists Colorado Company

Wed, 15 Sep 2004 09:26:14 -0700

Financial Services Giant Retains Broomfield-Based Quist Valuation for National Program

Charles Schwab & Co, one of the nation's largest brokerage houses, has retained the services of Quist Valuation, a leading national business valuation firm based in Broomfield, CO.

In January of this year, Schwab launched the Schwab Advisor Transition Support program (www.schwabtransitions.com) in order to help Registered Investment Advisors buy and sell advisory practices. Now Schwab is ramping up for the second year of the program and the company recently announced the addition of Quist Valuation as the latest of several ancillary services to assist with transition planning.