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Cap Val Logo
  • Services
    • Business Owners
      • Business Valuation
      • Exit Planning
      • Gift and Estate Tax Compliance
      • Understanding and Driving Value
      • Buy-Sell Agreements
      • Family Business Valuation and Ownership
      • Employee Stock Ownership Plans (ESOPs)
    • Attorney Solutions
      • Gift and Estate Tax Compliance
      • Family Law
      • Litigation
      • Mergers and Acquisitions
    • Other Advisors
      • CPAs
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      • Banks/Bankers
      • Business Brokers
      • ESOP Trustees
  • Industries We Serve
    • Manufacturing & Industrial
    • Agri-Business
    • Construction & Building Trades
    • Professional Practices
    • Online Businesses
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Managing Your Business Like the Investment That It Is

Managing Your Business Like the Investment That It Is

by Katy Kovall | Jan 10, 2024 | Business Valuation, Family Owned Business, General, Managing for Value, Value Drivers

And another year is in the books!  It’s time to gather and review our bank statements, investment statements, tax statements…and if a business is owned, wrap up year-end accounting and journal entries to finalize financial statements.  But some business...
Meaningful Business Valuation THRIVES on Complexity and Detail!

Meaningful Business Valuation THRIVES on Complexity and Detail!

by Katy Kovall | Nov 8, 2023 | Business Valuation, Family Owned Business, General

A business advisor recently mentioned that they were speaking with a business owner who wanted to plan for the future.  The advisor suggested that it would be wise to have a formal business valuation done so that informed decisions could be made in the planning...
What’s Next? Defining Life After Transitioning Out of Business Ownership

What’s Next? Defining Life After Transitioning Out of Business Ownership

by Katy Kovall | Oct 17, 2023 | Business Valuation, Buyer For My Business, Family Owned Business, General

Often when business owners think about transitioning out of business ownership, they focus on numbers and logistics first but don’t always consider what they will do after transitioning out of ownership.  We’re talking about the big ‘what’s next?’ question...
“It’s a Numbers Game” – Except for Healthcare and Business Valuation

“It’s a Numbers Game” – Except for Healthcare and Business Valuation

by Katy Kovall | Aug 29, 2023 | Business Valuation, General, Value Drivers

I recently sat in a medical clinic waiting for a friend’s procedure to be completed when I came upon a New York Times article that stated it is our life expectancy, not just our age, that is increasingly figuring into calculations about whether certain medical...
The Anatomy of a Business Valuation

The Anatomy of a Business Valuation

by Katy Kovall | Aug 8, 2023 | Business Valuation, General

Time for a business valuation? Here’s what to expect Business owners know their business better than anyone on the outside ever will.  But when a business valuation is needed most owners have no idea what to expect. What information will be requested?  How...
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Recent Blog Posts

  • Valuation Analysts & Brokers: Two Different Approaches to Answer “How Much is my Business Worth?”
  • Why Every Business Owner Needs Regular Valuations (Not Just for Exit Planning)
  • New Tax Bill Brings Major Changes and Planning Opportunities for Business Owners
  • Planning a Family Business Transition? Start with Financial Clarity and Transparency
  • Tariffs and Debt: Valuing Your Business in Uncertain Times

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740 Regent Street, Suite 102

Madison, WI, 53715

Madison: (608) 257-2757

Fox Valley: (920) 452-8250

Linked In

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Copyright © 2025
Learn What Matters Most with Business Valuation

Our Introduction to Business Valuation 22-page guide breaks down complex valuation concepts and highlights key drivers of value. We wrote it to serve as your go-to reference for business valuation basics.