Banking and Financial Business Valuation

Capital Valuation Group works with Banking & Financial Service companies, from financial advisory firms to large regional banks. We recognize the importance of considering industry specific topics such as the high level of regulation and how assets are everything when it comes to valuation, ownership and transition issues.

Banks
Insurance Agencies and Firms
Mortgage Companies
Financial Planners
Porfolio Management

"Capital Valuation Group is the local firm of choice for our firm due to the attention to detail, quality of the work product, and quality of communications with the client and our firm."
— Wisconsin Attorney