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 and to the many others who sent such kind messages.
Our President, Jane Tereba, shared the milestones in our 50-year history highlighting that today, we remain committed to the core principles established at the very start of our firm. These principles include:
- ● Staying 100% focused on the closely held business and determining the value of a specific equity interest; or, damages to a business resulting from an alleged wrongful act. This means we remain independent in our opinions and specialize in staying current with continual updates in the dynamic niche of business valuation.
- ● Maintaining a multi-disciplined team that approaches each valuation assignment with different training, education and experience. Depending upon one’s background, different questions arise on the varying components of the business being valued.
- ● A commitment to teaching—which has resulted in hundreds of courses being taught, articles, white papers and publications being written, and developing tools/images to help make the complex topic of what matters in business valuation understandable. We have been, and intend to continue being, thought leaders.
Turning to the present and future, Jane noted our firm’s commitment to continuing CapVal’s legacy of excellence. Jane recently obtained the designation of Certified Exit Planning Advisor so we can help business owners determine how to best transition out of ownership.
We’ve developed a web-based valuation software tool called BTA+Valuation to offer clients an alternative option for access to online business valuation estimates; and we continue to write, teach and learn.
We are committed to helping business litigation attorneys with our publication, “Navigating Economic Damages and Valuation in Litigation–How to Work Efficiently and Effectively with Financial Experts.
And stay tuned for new webinars that are being developed for both business owners and advisors.
You’ll also see our new website soon, making it easier to access the information you’re searching for related to business valuation, damages, and exit planning!
50 years doesn’t happen by accident. In an ever-evolving field of business valuation that bridges finance, accounting, economics, law and business management, we will remain dedicated to continuing independent thought leadership and clear communication for the next 50 years!
We were humbled by the great turnout and our CapVal team wants to thank each of you for making 50 years possible.
