Experienced Keynote Speakers

Are you looking for a speaker on topics related to understanding business valuation, increasing business value, business succession planning, family business issues, ownership issues and valuation provisions of buy sell agreements? Capital Valuation Group has been teaching nationwide on these topics nationwide for over 20 years. We present these complex topics in an easy to understand and engaging way that has our audiences eager to apply the concepts to their own businesses.

Looking for a Speaker?

Members of our professional staff give presentations on topics related to valuation and economic analysis. These presentations are given at attorney meetings, bar associations, bankers, business owners, educational institutions, local business groups, and other organizations. We can also design a seminar around a particular topic or topics your group might be interested in.

If you are interested in having us present to your group, contact:

Jane Tereba
(608) 571-6084

Martin Mathias
(608) 571-6089

Cathy Durham
(608) 257-2757

Recent Topics

  • The Story Behind the Numbers: Understanding Business Valuation — a practical course on understanding what matters in business valuation, what to look for if you are reviewing a valuation report, why every business </has more than one value, why value does not usually equal the price paid and how value changes when you apply it to a particular block of stock. We will cover the approaches and methodologies used to value a business and identify when it is appropriate to use each, explain discount rates and how to critique a business valuation.
  • Driving Your Company’s Value or 10+ Ways to Increase Value in Closely Held Businesses — this is great information for business attorneys, bankers and other business advisors as it relates to succession planning or preparing a business for sale. We have found that most business owners do not like to think about or plan for the transition of their business, but the fact remains that most businesses will ultimately be sold. In fact, the oldest baby boomers are currently 65+ years old and the youngest baby boomers are 45+ years old—this demographic of aging baby boomers means an estimated 65% of all closely held businesses will change hands in the next decade. This seminar will provide the attendees with good information/materials to assist in planning for and recognizing the highest value for their businesses.
  • Determining Damages for Litigation — assuming there is cause, how do we quantify the damages? Has there been a decline in profits or value? What is the appropriate discount rate for determining present value and what role does mitigation play? In this course we cover what to expect in the valuation or damages process, the documents the expert will likely need, how to work with a damages expert to get the best outcome, different ways of calculating damages to a business, and how to prepare for deposing and cross examining the business appraiser or damages expert.
  • Valuing the Business and Dividing the Marital Estate — specific to family law attorneys, this seminar covers the valuation issues specific to divorce, joint appraisals, tax issues relating to the division of marital assets, tracing assets/liabilities, determining enhanced earnings and options for structuring the division of the marital estate after the business and other assets (real estate) have been valued.
  • Valuation Language in the Buy Sell Agreement — we see far too many business owners headed for litigation because the valuation provisions in their Buy Sell or other Stockholder Agreement are not as clear as they need to be. “Fair Market Value” and “Book Value” are not sufficient direction to a business appraiser. There are a number of questions that need to be answered, and the best time to answer them is at the start of a business relationship, or at least while the parties are in a neutral position. It is critical to capture the intent of each of the owners under varying triggering events, so the document is instrumental in helping the parties resolve issues that arise. This seminar outlines the different types of agreements and the questions that need to be answered in order to capture the owners’ intent under different triggering events.
  • Lying, Stealing & Cheating: Fraud Trends, Techniques and Risk Mitigation — the Association of Certified Fraud Examiners estimates organizations lose 5% of revenue each year to fraud and that the median fraud loss is $117,000.  In closely held businesses where profit margins are tight, the existence of a fraud scheme could mean the difference between being profitable or unprofitable.  In this course, we will explain the three primary methods of fraud and provide insight on the typical fraudster, the ways fraud is detected and the most common types of fraud.  Our presentation will include case studies, fraud prevention strategies, and a discussion on what steps to take if you suspect fraud in an organization. This seminar will help you gain a better understanding of the impacts of fraud and ways to mitigate a company’s fraud risks.