Why Partner with CapVal?

Valuation is a specialized field that requires in-depth expertise and meticulous attention to detail. At CapVal, we provide industry-leading valuation services that meet the highest professional standards. Whether your clients require valuations for financial reporting, estate planning, mergers and acquisitions, or other business needs, our team has the expertise to deliver accurate, reliable results.

Why this benefits you:

• • Provide your clients with premium valuation solutions that position you as a trusted and resourceful advisor.
  • Build trust and maintain long-term client relationships by offering expert solutions through a dependable partner.

Outsourcing valuation services to CapVal allows you and your team to focus on your core competencies without spreading your resources too thin. Our streamlined approach ensures that you can maintain your workload while meeting your clients’ business valuation needs without stress.

How this helps you:

• • Save time and effort by referring valuation work to specialists.
  • Reduce the complexity of managing valuations in-house while achieving high-quality, professional outcomes.

One key advantage of working with CapVal is that we do not offer traditional accounting or tax preparation services. We focus solely on business valuation services. You can confidently refer your clients to us, knowing that we have no intention of competing with your firm.

What it means for you:

• • Easily recommend a trusted partner with zero risk to your client relationships.
  • Uphold your independence while expanding the range of services you can offer.

At CapVal, we understand that every CPA and financial professional has a unique working style. That’s why we customize the collaboration process based on your needs. You can choose to stay hands-on and involved in every step or leave the details to us while you oversee the big picture.

Your flexibility, your way:

• • Collaborate with CapVal in a way that aligns with your firm’s processes.
  • Retain as much (or as little) involvement as you prefer.