Business Owners

Whether buying, selling, or transitioning ownership, CapVal helps business owners confidently make decisions throughout the business’ life cycle by focusing on the largest drivers of value and applying it to their specific business situation.

Business Valuation

We help privately held business owners learn to think of their business as an investment they can proactively manage over time, including working through the tough questions that come with each stage, to ultimately reach their goals.

Exit Planning

A successful exit begins with a clear understanding of your starting point.

Gift and Estate Tax Compliance

Valuations are pivotal for effective tax planning strategies.

Understanding & Driving Value

What are your company’s value drivers?

Buy-Sell Agreements

Your buy-sell agreement impacts value

Family Business Valuation & Ownership

We recognize the intricacies involved in working with family-owned businesses

Employee Stock Ownership Plans

We offer assistance to companies and financial institutions with annual ESOP valuations

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

Frequently Asked Questions

Why should I have an independent appraiser perform a business valuation?

Understanding the true value of your business can be a game-changer for your financial strategy. Many business owners have significant wealth tied up in their enterprises, yet they often overlook the importance of knowing its precise value. A professional business valuation provides invaluable insights for future planning and strategies to enhance your company’s worth.

The expertise of an accredited appraiser is crucial in obtaining a fair and accurate valuation. These professionals employ industry-standard methods with proven effectiveness, ensuring that the values assigned are both reliable and reasonable. Unlike simplistic calculations that rely solely on multiples of a number on your income statement, an accredited appraisal considers comprehensive approaches and varied assumptions tailored to your unique situation.

Whether you’re planning for succession, considering a sale, or simply managing your business as a strategic investment, a qualified appraisal delivers the reliable value assessments essential for informed decision-making. Investing in an independent appraiser’s expertise is not just about compliance; it’s a strategic move to empower your business’s future growth and success.

Why is business valuation important?

Business valuation is important because it provides a clear understanding of your business’s true worth, which is essential for effective financial strategy and planning. Many business owners have significant wealth tied up in their enterprises and need an accurate valuation for future planning, strategies to enhance the company’s worth, succession planning, considering a sale, or managing the business as a strategic investment. A professional valuation ensures reliable and reasonable value assessments, empowering informed decision-making and future growth.

Should I have a valuation done even if I don’t plan on selling my business right now?

Yes, obtaining a business valuation can be beneficial even if you’re not currently planning to sell your business. A valuation provides a clear picture of your company’s worth, helping you make informed decisions across various areas. It assists in management planning by identifying what drives value and how to enhance it. Additionally, it supports financing decisions, prepares you for future succession planning, and serves as a foundation for buy/sell agreements and employee incentives. In essence, a valuation is a strategic tool that empowers you to manage your business as an investment, ensuring you’re prepared for any eventualities.

Why should I get a business valuation if I've already agreed on a price to sell my business?

Even with an agreed-upon sale price, a business valuation is crucial. Why? It assures you that the price is fair, providing peace of mind. But the benefits go beyond selling. A valuation is a strategic tool for business management—it aids in financial planning, estate considerations, and insightful decision-making.

Additionally, if your buyer requires bank financing, most banks need a Small Business Administration (SBA) loan guarantee. For loans over $350,000, the SBA mandates an independent valuation. Our firm has collaborated with the SBA to offer a valuation service that meets these standards efficiently.

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Cap Val’s Process

At Capital Valuation Group, we offer a comprehensive and flexible valuation process typically completed within six to eight weeks. We pride ourselves on accommodating urgent client needs without compromising quality. Here’s a high-level overview of our process:

1

Initial Consultation & Scope Definition

We’ll kick things off with a discussion to understand your needs and outline the scope of work.

3

Preliminary Research

Our team conducts initial research based on the information provided.

5

CapVal Analysis

We begin our expert analysis of your company’s financial situation.

7

Completion of Analysis

CapVal finalizes the comprehensive analysis.

E

2

Engagement & Documentation

You’ll receive an engagement letter along with a list of necessary documents.

4

Management Meeting

We meet with your management team to discuss the company’s history and future outlook.

6

Financial Review with Management

We’ll review the financial analysis and projections together.

8

Final Review

A concluding meeting is held to discuss the valuation results.

Learn More about Capital Valuation’s Valuation Process

Our process is designed to deliver precise and reliable valuations, ensuring you have the insights needed to make informed decisions. Schedule a complimentary consultation to learn more based on your specific business situation.

Cap Val’s Process

At Capital Valuation Group, we offer a comprehensive and flexible valuation process typically completed within six to eight weeks. We pride ourselves on accommodating urgent client needs without compromising quality. Here’s a high-level overview of our process:

1

Initial Consultation & Scope Definition

We’ll kick things off with a discussion to understand your needs and outline the scope of work.

2

Engagement & Documentation

You’ll receive an engagement letter along with a list of necessary documents.

3

Preliminary Research

Our team conducts initial research based on the information provided.

4

Management Meeting

We meet with your management team to discuss the company’s history and future outlook.

5

CapVal Analysis

We begin our expert analysis of your company’s financial situation.

6

Financial Review with Management

We’ll review the financial analysis and projections together.

7

Completion of Analysis

CapVal finalizes the comprehensive analysis.

8

Final Review

A concluding meeting is held to discuss the valuation results.

Learn More about Capital Valuation’s Valuation Process

Our process is designed to deliver precise and reliable valuations, ensuring you have the insights needed to make informed decisions.

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