Upcoming Events

Understanding How a Business is Valued


March 23rd, 2023 // 12:00PM CST


Please join CapVal’s Jane Tereba, ASA, CPA, on Thursday, March 23 from 9-10 a.m. CST to learn the critical components of how a business is valued.

Whether looking to attract new business owner clients or increasing the value of your conversations with existing owner clients, this course will help. For nearly 50 years we have been teaching owners and advisors why multiples of earnings alone do NOT provide a meaningful conclusion of value. Want to understand how privately owned businesses really should be valued?

Join us for a one-hour course on the nuts and bolts of understanding business valuation including how to test for whether a business is saleable, why every business has more than one value, how goodwill is valued, and what really matters when valuing a privately owned company.

Understanding Financial Statements

Are you looking to differentiate yourself and build relationships with business owners? 


April 20th, 2023 // 12:00PM CST


Are you looking to differentiate yourself and build relationships with business owners? Please join CapVal’s Jane Tereba, ASA, CPA, on Thursday, April 19th from 12-1 p.m. CST  to learn how to:

  1. * Read income statements and balance sheets to have a meaningful conversation. 
    * Identify why it’s the trends that tell the story, not a single period of financial information. 
    * Ask questions to get to the story behind the numbers.
    * Confidently meet with business owners to have a dynamic conversation that the average advisor is not having.
    * Understand the power of comparing your client’s performance to their industry peers.

Investing in Your Most Important Asset – Your Company: Building and Realizing Business Value

A Deep Dive Exclusively for System Integrator Business Owners and the C-Suite

Tuesday, May 16 – New Orleans, LA
Prior to the Control System Integrators Association’s (CSIA) Executive Conference

Would you put your life savings into an investment account and not check it again until you are ready to retire? The obvious answer is no. However, entrepreneurs do this every day with their businesses. They spend so much time working in their business that there is not enough time to work  on their business. 

While someone is managing your investment portfolio, you are the one who needs to manage your business as both your job and your most valuable investment. As an owner, regardless of when you plan to leave your business, focusing on your business as an investment is your most important work. If this sounds familiar, then this workshop is for you. 


Contact Us to discuss your client’s needs today