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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
      • Wealth Advisors
      • Banks/Bankers
      • Business Brokers
      • ESOP Trustees
  • Industries We Serve
    • Manufacturing & Industrial
    • Agri-Business
    • Construction & Building Trades
    • Professional Practices
    • Online Businesses
    • Banking & Financial Services
    • System Integrators
    • Dealerships & Distributors
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  • Insights
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    • Contact
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Beyond the Exit Strategy: Managing for Value Throughout a Business’s Lifecycle

Beyond the Exit Strategy: Managing for Value Throughout a Business’s Lifecycle

by Katy Kovall | Feb 26, 2025 | Business Valuation, General, Managing for Value, Succession Planning

Business valuation has long been seen as a tool reserved for exit planning. It’s often associated with the final stages of a business’s lifecycle, used to determine a company’s value for sale or handover. But viewing valuation solely through the lens of an endgame...
Business Valuation: The Magic Number

Business Valuation: The Magic Number

by Katy Kovall | Jan 22, 2025 | Business Valuation, General, Managing for Value, Value Drivers

How did 2024 go?  The one number that tells the whole story Another year has ended, and business owners are closing the books, preparing financial statements, and starting tax preparation. This is also a time for reflection—did day-to-day decisions lead to a...
How to Build Value Today for a Future Exit

How to Build Value Today for a Future Exit

by Katy Kovall | May 21, 2024 | Business Valuation, General, Managing for Value, Value Drivers

What if sales growth isn’t the whole story?  Business owners begin by selling something—a product, a service, or adding value to existing products or services.  As the business takes root and grows, it transforms from a mere idea and typically employment for...
Discounts for Lack of Marketability—What are they and why are they needed?

Discounts for Lack of Marketability—What are they and why are they needed?

by Katy Kovall | Apr 24, 2024 | Business Valuation, General

Experienced business appraisers consider various factors when valuing a privately owned business, one of which is known as the discount for lack of marketability (DLOM).  This discount for lack of marketability represents a deduction from the value of an...
How Has the General Economy Affected Business Value?

How Has the General Economy Affected Business Value?

by Katy Kovall | Feb 27, 2024 | Business Valuation, General

There are many day-to-day decisions that we as business owners control and can adjust for; however, one significant issue that is completely out of our control is the general economy.  It’s interesting to reflect back over the past two years of business valuations our...
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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.