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Proactive Solutions

We help business owners understand the value of their business and what drives it for their unique situation.

More Than a Number

Capital Valuation is an independent boutique firm focused on business valuations to give you the level of attention and expertise your dreams deserve.

Proactive Solutions

We help business owners understand the value of their business and what drives it for their unique situation.

More Than a Number

Capital Valuation is an independent boutique firm focused on business valuations to give you the level of attention and expertise your dreams deserve.

Four people in business attire standing in front of a window looking friendly.

Business Owners

Whether you’re running a family business passed down through generations or launching a brand-new startup, it’s important to think about how to maximize your business’s value for the future. Your decisions today directly influence your company’s long-term value when it’s time to transition your ownership. But how do you effectively build and understand business value now? Taking strategic steps today lays the foundation for a prosperous future, ensuring that your business remains a valuable investment over time.

Business Valuation

We help privately held business owners learn to think of their business as an investment they can proactively manage over time,  including working through the tough questions that come with each stage, to ultimately reach their goals.

Exit Planning

Gift and Estate Tax Compliance

Understanding
& Driving Value

Buy-Sell Agreements

Attorney Solutions

Since 1974, Capital Valuation Group has been a trusted partner for law firms across the Midwest and the U.S., offering unparalleled consulting and business valuation services. Our independent firm excels in providing strategic insights, with a proven track record of defending analysis before tax authorities and in both state and federal courts.

Attorney Solutions

Since 1974, Capital Valuation Group has been a trusted partner for law firms across the Midwest and the U.S., offering unparalleled consulting and business valuation services. Our independent firm excels in providing strategic insights, with a proven track record of defending analysis before tax authorities and in both state and federal courts.

Gift and Estate Tax Compliance

Litigation

Family Law

Mergers & Acquisitions

Other Advisors

Unlock new growth opportunities and enhance your current offerings with our collaborative business valuation approach. By working hand-in-hand with you and your clients, we can identify gaps and uncover paths to success, transforming financial complexities into actionable strategies.

Let’s work together to seamlessly integrate business valuation into your practice, ensuring your clients achieve their goals with confidence. Engage with us today and experience the power of partnership-driven success.

CPAs

Wealth Advisors

Banks/Bankers

Business Brokers

Customer 1
"
The team at Capital Valuation Group provided us with a thorough and professional analysis that went beyond just the numbers. They helped us understand the critical value drivers of our business, offering clarity on areas of growth and potential opportunities. This level of insight was invaluable and empowered us to make more informed decisions about our company's future.
"
- Business Owner
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Meet Capital Valuation Group

Meet Capital Valuation Group

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Jane M. Tereba, ASA, CPA, CEPA

President

Martin P. Mathias, CPA, CFE

Vice President

David M. Mitten, MBA

Vice President

Meet the Rest of the Team

Jane M. Tereba, ASA, CPA, CEPA

President

Martin P. Mathias, CPA, CFE

Vice President

David M. Mitten, MBA

Vice President

Meet the Rest of the Team

Learn What Matters Most with Business Valuation

Our Introduction to Business Valuation 22-page guide breaks down complex valuation concepts and highlights key drivers of value. We wrote it to serve as your go-to reference for business valuation basics.

The Story Behind the Numbers