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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.

CPAS

Wealth Advisors

Banks/Bankers

Business Brokers

ESOP Trustees

Customer 1
"
We strategically decided the expertise and certifications needed to provide superior service to our clients was best left up to a team of professionals where this was their singular purpose.

We were fortunate to work with Cathy Dunham (former President) nine years ago and have had only positive experiences working with Capital Valuation Group since then.
"
- CPA
Customer 2
"
[We have] had Capital Valuation Group present lunch n learns to our professional staff the applications and key terms to help our firm better serve our clients. Working with CapVal on business valuations for our clients over the years has felt seamless, like an extension of our team.
"
- CPA
Customer 3
"
I appreciate that we can be in the meetings with [Cap Val], or they can take the lead and report back to us with the results. This flexibility allows us to support our clients in more ways ongoing based on the valuation conclusion as well as all of the insights identified throughout the process that we may not otherwise have had time to uncover during regular client meetings.
"
- CPA
Customer 4
"
When our clients need a valuation, whether for divorce, buy-sell, estate tax or when considering a sale of the business, we always refer Capital Valuation Group. We don’t have the internal expertise to perform valuations, so having a valuation firm we can refer to that is not part of a competitor is invaluable.
"
- CPA
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