Business Valuation Resources
Explore best practices for business valuations, strategies for generating firm growth and changes in the valuation industry. Access whitepapers, infographics, checklists and articles written by Sageworks consultants and partners.
Sageworks Valuation Solution is a web-based platform enabling business valuation professionals to streamline workflow, increase realization rates and offer advisory services. Modeled after SSVS No. 1 standards, follow the income, market and asset approaches to generate an accurate, defensible value.
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Practice Aids
- 5 Technology Issues When Considering a Merger
- 8 Fundamentals for Increasing the Value of Your Client’s Business
- Normalizing Adjustments: Common Themes and Techniques
- Valuation Engagement vs. Calculation Engagement
- Where Are Valuations Vulnerable?
- Common Errors When Interpreting FASB Private Company Guidance for Intangible Assets
- Common Errors Found in Valuation Reports
- Think like Your Client: Winning Valuation Engagements with Business Owners
- Why Do Businesses and Owners Need a Valuation?
- 5 Ingredients for a Successful Business Exit
- 13 Steps to Building a Valuation Practice Before and During Tax Season
- Marketing Checklist: Maintain Or Grow Your Practice
- How to Sell More Valuation & Advisory Services: 17 Questions to Ask Every Prospective Client
- Business Valuation Document Checklist
- How to Win New Valuation Clients
Whitepapers
- How Routine Client Meetings Could Fuel a Business Valuation Practice
- The Automation Revolution: How Technology is Changing the Way Firms Operate
- Marketing Tips for the Business Valuation Professional
- Generating an Accurate Business Valuation: Important Considerations for the Income, Asset, and Market Approaches
- Changes in the Business Valuation Industry: Opportunities and Pitfalls
- How to Scale a Valuation Practice Within Your Accounting Firm
Infographics
- How Will Your Firm Grow?
- Closing Deals with a Defensible Business Value
- 6 Things to Know About Buy-Sell Agreements
- Advantages of Software as a Service
- 3 Factors Influencing Success in Business Valuation Firms
- Growing Baby Boomer Demand for Valuation Services
- Technology Drives Growth in Accounting Firms
- Optimize Business Valuations in Your Firm
Articles
- Help clients plan a successful business exit
- [Handout] Show your clients how valuations can impact their businesses
- How business brokers can add value and create growth opportunities for clients
- 8 steps to an accurate business valuation
- VIDEO: How to prepare for valuation industry growth
- The Bermuda Triangle of Valuation: Bias, Uncertainty and Complexity
- Leverage social media to market business valuation services
- Creating repeat valuation and consulting work: Optimize value of clients’ businesses
- Shoot and score: Tips for winning a new business valuation client
- Lessons to apply to business valuations
- 4 reasons to talk about succession planning with clients during busy season
- How to build a valuation practice within your accounting firm
- Most common challenges facing business valuation professionals
- Understanding a business valuation
- Valuations: 4 things that make private companies different