Capital Valuation Group

Banking & Financial Services

Capital Valuation Banking Business

Capital Valuation Group works with Banking & Financial Service companies, from financial advisory firms to large regional banks. We recognize the importance of considering industry specific topics such as the high level of regulation and how assets are everything when it comes to valuation, ownership and transition issues.

  • Banks
  • Insurance Agencies and Firms
  • Mortgage Companies
  • Financial Planners
  • Porfolio Management

Contact us to schedule a consultation or take our free, online Value Builder survey for a comprehensive assessment of the saleability of your business.




"Capital Valuation Group is the local firm of choice for our firm due to the attention to detail, quality of the work product, and quality of communications with the client and our firm.
— Wisconsin Attorney