The Story Behind the Numbers
Value Added Ideas For Business Owners and Their Advisors
Celebrating 50 Years of Business Valuation
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A good time was had by all at Nakoma Golf Club on November 14th to celebrate CapVal’s 50th anniversary. We had a great turnout – a big thanks to the nearly 100 people who came to celebrate or sent such kind messages. Our President, Jane Tereba, shared the milestones in our 50-year history highlighting thatRead More… |
Business Exit Strategy: Which Type of Buyer is Right for You?
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Different potential buyers of a business will arrive at very different values. Why? Because buyers have different interests, motivations, knowledge, and plans for what they might do if they become the owner. Generally, informed buyers calculate the value of a business with a focus on two key levers: 1. Future Expected Cash Flows: The income,Read More… |
Prevent Lost Opportunity: Know the Value of Your Business
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It’s often said that a business is worth whatever someone is willing to pay for it, so why should a business owner bother with a formal valuation, especially if they have no immediate plans to sell? After 50 years of valuing closely held businesses and assisting owners in preparing for ownership transitions, we’ve found thatRead More… |
Sharing Ownership With Key Employees—Will It Get You Where You Want to Be?
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Business owners often consider sharing ownership with key employees for one of two primary reasons: 1. Ownership succession planning. 2. Increasing the likelihood that key employees will stay with the company. Initially, sharing ownership might seem like a wise, easy, and low-cost way to engage and retain key employees. If done carefully and selectively, thisRead More… |
Buy/Sell Agreements: Proactively Defining How to Navigate Inevitable Ownership Transitions
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As the saying goes…. “Don’t get into business with ANYONE without first defining how you’ll get out of ownership.” Starting a business or deciding to share ownership can seem straightforward initially. However, a critical aspect often overlooked is defining how each owner will eventually exit that ownership. After 50 years of working with business owners,Read More… |
How to Build Value Today for a Future Exit
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What if sales growth isn’t the whole story? Business owners begin by selling something—a product, a service, or adding value to existing products or services. As the business takes root and grows, it transforms from a mere idea and typically employment for the owner, into a significant investment, likely becoming the owner’s largest asset. InRead More… |
We Started Valuing Businesses Before Valuing Businesses Was Cool
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We’re Celebrating 50 Years! |
Discounts for Lack of Marketability—What are they and why are they needed?
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Experienced business appraisers consider various factors when valuing a privately owned business, one of which is known as the discount for lack of marketability (DLOM). This discount for lack of marketability represents a deduction from the value of an ownership interest to reflect the limited marketability, or ease of sale, of a privately owned business.Read More… |
How Has the General Economy Affected Business Value?
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There are many day-to-day decisions that we as business owners control and can adjust for; however, one significant issue that is completely out of our control is the general economy. It’s interesting to reflect back over the past two years of business valuations our firm has completed and consider how the more recent economic changesRead More… |
Welcome, Ian Johnson!
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It’s our 50th Anniversary year, and CapVal is continuing to grow! Ian Johnson, CPA, has joined the CapVal team as a Business Valuation Analyst. Ian began his career at a large accounting firm doing audit work and honing his skills communicating complex accounting concepts to non-accountants. We are excited to have him join our teamRead More… |
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