About Capital Valuation Group

Since 1974, Capital Valuation Group has specialized in helping owners of privately held companies in Wisconsin and across the United States resolve business valuation, ownership, and transition issues. They provide business owners with independent experts who help with thorough analysis, clear communication of results, and problem solving. Capital Valuation Group’s multi-disciplinary team has backgrounds in law, accounting, finance, education, and business ownership.

Services offered:

• Family business valuation and ownership
• Exit planning
• Gift and Estate Tax compliance
• Buy-Sell Agreements
• Employee Stock Ownership Plans