Events

Business valuation disputes rarely come down to arithmetic. The real differences often involve assumptions: the appropriate standard and level of value, normalization adjustments, control and marketability, future expectations, and the valuation date. Understanding where—and why—valuation conclusions diverge can help attorneys better evaluate both the financial issues and the expert opinions in a case.  

Title: FCG: Staff Business Valuation Training School Description: The Financial Consulting Group (FCG) is the leading organization of independently owned business valuation, forensic, and financial consulting firms in North America. As partial owners of FCG, CapVal is committed to supporting continuous improvement and providing learning opportunities for the business valuation industry. This event is open to […]

Title: I’m Doing Everything! How Value Planning Reduces Panic & Builds Value (MSBB) Description: While tax planning is a regular part of every entrepreneur’s work cycle, value planning may have a bigger long-term impact. Given that your business is likely your largest asset, don’t you want to maximize its value? Even if you never plan […]

Rather than focusing on valuation methodology, we’ll explore what the valuation process can reveal about the quality and durability of earnings, concentration, management depth, owner dependency, capacity, financial reporting, and other factors that affect risk and value.

Title: Building Value Before You Need It: What Family Businesses Can Learn from the Valuation Process Description: Most business owners think about valuation when a transaction, ownership transition, or other event requires a number. But the valuation process can provide something just as important: a clearer view of what is driving—or limiting—the company’s long-term value. […]

This webinar will explore two concepts that are sometimes used interchangeably but shouldn’t be. We’ll look at how the appropriate damages theory is developed and the financial analysis underlying each approach. Our prior economic damages programming has addressed the distinction between lost profits and lost business value; this session will take that discussion further into […]

Not every weakness deserves equal attention—and not every growth initiative creates value. We’ll talk about identifying the factors that are helping or hurting value and using those findings to determine which strategic priorities could make the greatest difference. Our prior programming has identified recurring revenue, market position, and owner independence as potential value drivers, while […]

We’ve seen how outdated agreements, incomplete triggering events, and ambiguous valuation language can create problems precisely when owners need clarity most. This program will look at buy-sell provisions through a practical lens: what happens when the agreement actually has to be used?

“What comes next” doesn’t necessarily mean selling the company. It could mean an acquisition opportunity, an ownership transition, management succession, an unexpected offer—or simply an owner deciding that the business needs to depend less heavily on them. One of the fundamental questions in valuation is whether a business is truly transferable or whether it is […]

We’ll take attorneys behind the scenes of the expert process—from defining the scope of the engagement and gathering the right information through expert reports, discovery, deposition, and trial. The goal is simple: help counsel understand how to work more effectively with financial experts and make better use of their expertise throughout a matter.