The Story Behind the Numbers

Value Added Ideas For Business Owners and Their Advisors


TIME to Drive Business Value (Part 2)

Business valuation includes considering both quantitative performance and qualitative factors. Last month we suggested five qualitative drivers of business value to work on during COVID-19. Here are five additional qualitative factors for you and your team to consider: Value Lever #6 – Researching Alternative VendorsJust as reducing dependency on any one customer or key employee is wise, reducing dependency onRead More…

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TIME to Drive Business Value

Last month we talked about finding opportunity in times of crisis, such as COVID-19. Before this pandemic struck, most business owners would admit it was difficult to find time to work on strategic planning for their business, including thinking about their business as an investment. When it comes to thinking about how to grow their businessRead More…

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Businesses Are Not Widgets– Let’s Stop Valuing Them Like They Are

People like to think you can take some number off a company’s income statement, multiply it by some number between 3 and 7 and get a reliable conclusion of value for the business. While this DOES provide the answer to a mathematical equation, it does NOT provide the answer to “What is the value ofRead More…

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“I Wish I Had Known About this Earlier.”

We were recently working with a successful Wisconsin business owner who has been working on his succession plan. During our initial meeting he was surprised to learn that every business has more than one value depending upon who the buyer is.  He lamented he had no knowledge or experience in thinking through the different typesRead More…

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How Saleable is Your Business?

One of my business partners at Capital Valuation Group, Cathy Durham, was recently published in InTech magazine, a publication of ISA, the leading professional association in the field of system integration.   The article is called Beauty Is in the Eye of the Beholder— How Saleable Is Your Business? The article offers two questions toRead More…

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Vitality of Rural Businesses

I just returned from a five-city tour throughout Northern Wisconsin. The cities varied in size, but all would be categorized as fairly rural communities.  This speaking tour has been such a unique opportunity to travel around the state with Mike Matthews of Economic Growth Advisors as part of a grant sponsored by the WEDC (WisconsinRead More…

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Jane Tereba joins Home Savings Bank Board of Directors

Community involvement is important to the team at Capital Valuation Group. Our team members sit on several boards and are involved in many other business and community organizations. Most recently, Jane Tereba, our Shareholder, joined Home Savings Bank’s Board of Directors. “Jane’s work on the Madison Community Foundation audit committee brought her to our attention,Read More…

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Shake Up Your Next Conference’s Speaker List

Are you part of an association that has an annual conference? If it’s like most, the annual conference is a time to get together with industry colleagues and network to grow your business. It’s hard to get away from the office, but also a can’t-miss event because it’s where the connections and education happens. Typically, the formal contentRead More…

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Business Valuation Needed for a Divorce?

Question: My husband and I are divorcing and I own a successful business.  While there are many issues we need to work through as part of our divorce, one of the largest questions we have is how to agree on the value of my business.  It is our goal to work through this difficult timeRead More…

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When Business Partnerships Change, This Document is Key

Getting into business with one or more partners is a time of optimism and hope for a bright future.  On the flip side, undoing business relationships can be like going through a personal divorce. Hopefully a buy-sell or other shareholder agreement that all parties considered to be “fair” was drafted and signed before it wasRead More…

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