1. Independent Valuation Review Services

Even if we are not your primary valuation provider, we can serve as an independent reviewer. Our team ensures that the valuation prepared by your appraiser meets high standards of accuracy, clarity, and compliance.

• Provide in-depth reviews of key assumptions, methodologies, and conclusions.
• Deliver insights to ensure alignment with fiduciary duties and regulatory requirements.
• Help identify areas for improvement and ensure the valuation reflects the company’s true performance.

2. Trustee-Focused Financial Reporting

We create financial reports that simplify complex data, making it easier for Trustees to understand and communicate company performance to all stakeholders.

• Summarize key financial information in clear, concise language.
• Compare financial performance to historical trends and industry benchmarks.
• Provide narratives that highlight opportunities, risks, and actionable insights.

3. Risk Management and Value Assessment

Trustees play a vital role in managing risks and protecting the long-term value of the ESOP. CapVal provides the tools you need for thorough risk assessments and thoughtful value enhancement strategies.

• Conduct comprehensive SWOT analyses to identify and address risks and opportunities.
• Facilitate discussions with management to develop strategies for growth and risk mitigation.
• Use a data-driven approach to support the ESOP’s long-term success.

4. Collaborative Forecasting Support

CapVal works with Trustees and management teams to create detailed financial forecasts that align with the ESOP’s goals and vision.

• Build 10-year financial forecasts, including balance sheets and cash flow projections.
• Assist with creating projection assumptions that Trustees can rely on.
• Deliver actionable, narrative-driven reports to support informed decision-making.