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Valuing The Family Business & Managing Ownership Issues

Since 1974 Capital Valuation Group has worked with family business owners to help them understand and drive value in their business. We recognize unique issues exist within family businesses, so we also help facilitate conversations related to transition, ownership and valuation among family members and non-family members inside the business.

We help family businesses acknowledge the past but look to the future. To do this we work to understand the family dynamics, the business and the industry. Then we help set business and/or family relationships aside and determine what needs to get done in order to keep focus on business and economic objectives. A few examples of common topics during facilitated meetings include:

  • Developing an overall family business plan and defining the family’s ownership philosophies
  • How to be fair to family members inside and outside the business
  • What to do when a family member(s) won’t delegate
  • How to delegate to the next generation, yet maintain control
  • What to do when multiple family members are interested in ownership
  • Is the next generation qualified and ready for ownership?
  • Aligning necessary skillsets
  • Entitlement versus earning a position in the business
  • Facilitating difficult conversations
Customer 1
"
The team at Capital Valuation Group provided us with a thorough and professional analysis that went beyond just the numbers. They helped us understand the critical value drivers of our business, offering clarity on areas of growth and potential opportunities. This level of insight was invaluable and empowered us to make more informed decisions about our company's future.
"
- Business Owner
Customer 2
"
Our business has several variables that could be seen as dynamic or confounding. The team did a great job distilling those down to give us not only a solid understanding of the value of the business, but also the real-world implications of those variables and what it means for value.
"
- Business Owner
Customer 3
"
We were so impressed with the process that when we needed an update to our valuation... we immediately turned to Capital Valuation each time. They explained everything in easy to understand terms and worked with us to be sure we were making the right projections and assumptions for our business.
"
- Business Owner
Customer 4
"
The people at Capital Valuation exhibited a deep knowledge and professionalism that drew me to pursue a formal valuation. That process helped me understand and value my unique business, and I have been able to use that knowledge to continue growing while knowing my worth.
"
- Business Owner
Customer 5
"
During two valuations... we learned what makes up the total valuation of our company and how decisions have increased to valuation and our bottom-line success.

It also gives us the confidence that the new ownership group will not be burdened with debt that is unsustainably high.

I highly recommend Jane and her team at Capital Valuation Group.
"
- Business Owner
Customer 6
"
Our Brewery’s transition to ESOP ownership required experience and expertise. Cap Val. walked us through each step. Financial partners, minority investors and employees were all brought on board with no nonsense explanations. Every question was answered, every challenge was gracefully met.

Our experience, with them, has been one of personal commitment that is evident and a rare commodity. If you are considering a company valuation, for any reason, you will not find a more respected and pleasant partner.
"
- Business Owner
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