Upcoming Events


Advanced Topics in Business Valuation

JOIN OUR COMPLIMENTARY LIVE WEBINAR

February 21, 2024 // 12:00PM CST

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Presented by CapVal’s Jane Tereba, ASA, CPA, CEPA

Private company business valuation has always been important in the legal field.  It is relied upon by attorneys drafting merger and acquisition agreements, estate, gift and charitable planning, and can also be incorporated into a Company’s corporate documents (i.e. buy-sell, shareholder or operating agreements).   Private company valuation is about to become a lot more important – here’s why. 

First, 4.5 million businesses and over $30 trillion in wealth is held privately.  Many of those business owners expect that their businesses will transact; however, 70% of businesses that are put on the market are not likely to sell.  Second, the estate tax lifetime exemption is scheduled to sunset in 2025.  While we don’t currently know how it will change, we can be reasonably certain that it will change. 

The uptick in merger and acquisition activity as well as estate planning will depend on reliable private company valuation. This course will help you understand some of the more advanced considerations in business valuation, including how business owners can increase value and a discussion of the value differences between a controlling interest and non-controlling equity interest. 


Understanding Financial Statements

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March 21st, 2024 // 12:00PM CST

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Presented by CapVal’s Jane Tereba, ASA, CPA, CEPA

Business owners use their financial statements to manage their businesses. As an advisor, it’s important to have an understanding of financial statements so you can speak the language of business and have meaningful conversations with business owners. Whether you’re looking for a basic intro or want to deepen your understanding of how financial trends can uncover important insights for your clients, you’ll find value in this training.

Please join CapVal’s Jane Tereba, ASA, CPA, CEPA on Thursday, March 21st from 12-1 p.m. CST to learn how to:

  • 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 with business owners that the average advisor is not having.
  • Understand the power of comparing your client’s performance to their industry peers.

Valuation Provisions within Buy-Sell Agreements

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April 17th, 2024 // 9:00AM CST

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Presented by CapVal’s Martin Mathias, CPA, CFE

Attorneys draft buy-sell or operating agreements regularly for their business owning clients.  But what about those paragraphs dealing with the valuation provisions?  How will the business be valued? These become the most critical paragraphs when a triggering event occurs, and triggering events include far more than just death or disability of an owner.  Ultimately, an agreement between business owners should reflect the owners’ intent—which means boilerplate language does not work. 

In this course we will cover why such phrases as “Fair Market Value” and “Book Value” are not sufficient direction to a business appraiser and why formulas don’t work.  We will share a matrix our firm has developed for determining the intent of the owners under all six triggering events so attorneys can easily insert unambiguous valuation provisions into these important agreements. 


Economic Damages in Litigation

JOIN OUR COMPLIMENTARY LIVE WEBINAR

May 16th, 2024 // 9:00AM CST

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Presented by CapVal’s Jane Tereba, ASA, CPA, CEPA

Lost contributory profits analysis is applicable when a business has been damaged or a business segment has been destroyed but the business itself continues.  The idea behind this approach is that a damages award for lost contributory profits should return to the business the profits it lost because of the alleged damaging act.  These profits would otherwise have been available to the business to contribute to covering the business’s overhead expenses.

This course will help you understand how a financial expert performs a damages analysis, including identifying areas of potential lost profits, determining the damages period and determining the discount rate for calculating the present value of damages.


Contact Us to discuss your client’s needs today