This time of year many business owners spend an inordinate amount of time looking at their financial statements, especially related to tax planning for their business. Business owners are keen on using their financial statements to work on tax planning but fail to see how time spent on value planning can increase the value ofRead More…
January means it’s time for year-end financials, and as business owners everywhere are looking at revenues and profit numbers from the prior year, there is an abundance of insight hidden in the financial statements that many business owners are missing. What if you offered a unique conversation with the business owner that illustrates how theRead More…
Marty P. Mathias has joined the CapVal team as a Business Valuation Analyst and Certified Fraud Examiner in litigation projects, supporting business owners and business advisors across the country. Formerly a principal at a regional public accounting firm, Marty worked closely with owners of privately held businesses on a variety of aspects of business managementRead More…
Something notable happened with many business owners while managing through COVID that could impact the value of their businesses. It doesn’t have anything to do with their financials, and it doesn’t get much attention in the news. We’re talking about delegation. Many business owners responded to COVID by putting delegation of business operation decisions andRead More…
It was August 1999, nearly 25 years after Ted Gunkel founded Madison Valuation Associates, and he had an important choice to make. He could retire and sell the office furniture and computers, or he could pass the torch of ownership to the next generation of key employees of his valuation firm. Ted wanted theRead More…
(based on actual client but details changed for privacy) We met recently with an experienced business owner to begin the process of valuing her business for purposes of transitioning her ownership. After our final meeting, as she prepared to leave she remarked that she enjoyed having a chance to look at her business from aRead More…
Numerous clients have shared recently that they are seeing an increase in unsolicited inquiries about purchasing their business, some of which are legitimate inquiries from buyers or business brokers. While it is natural to be excited that you are a ‘target’ for an interested buyer, it is critical to slow down, stay calm and respond,Read More…
FOR IMMEDIATE RELEASE Media Contact: Cathy Durham Capital Valuation Group, Inc. 608-257-2757 LOCAL CPA EARNS EXCLUSIVE CREDENTIAL “ACCREDITED SENIOR ANALYST” AS VALUATION EXPERT MADISON, WI MAY 6, 2021 – Jane Tereba, a CPA and damages and valuation expert with Capital Valuation Group, Inc. headquartered in Madison, WI, has recently been awarded the Accredited Senior Appraiser (ASA) CredentialRead More…
Last month we shared that while the value of a business can appear financially complex, at CapVal our goal is to break down complex business valuation topics to help business owners and advisors understand and maximize business value. At the highest level, the value of a business is based on two key factors: (1) futureRead More…
Anybody can Google the definition of business value: “the value of a business today is the present value of future economic benefits.” That is straightforward if you are a business appraiser, but for the average business advisor or owner, business valuation can feel like a black box. However, it does not have to be thatRead More…