Scale a Valuation Practice
Leverage the Sageworks Customer Success Team to grow your valuation business profitably
Scaling Your Practice
- Increase realization rates with each new engagement
- Spend less time per client engagement while maintaining high quality service
- Retain more clients by increasing the number of engagements per client
- Acquire clients by leveraging insights from the Sageworks industry database
Bolstering a CPA’s Role as a Trusted Advisor
Richard Burchill, CPA, provides small-business accounting and tax services, personal financial planning, valuations and strategic business planning. He leverages Sageworks Valuation Solution to establish advisory relationships by providing information on current business value and on how various business changes could affect the future value.
Building Valuation Consulting Services
Midwest Genesis, a full-service M&A consulting firm, uses Sageworks Valuation Solution to help business owners understand the gap between the perceived worth of a business and that business’s true value, which helps Midwest Genesis provide additional benefits to the clients by acting as a trusted advisor.
Saving Time by Simplifying Workflow
Brickley DeLong, a full-service public accounting and business consulting firm, uses Sageworks Valuation Solution to cut project time by as much as 25%. Accessibility plays a big role in the firm’s activities, and Sageworks’ software allows employees to access valuation projects from any computer.
Business Brokerage Offers Valuation and Grows
Innovative Business Advisors is a full-service business brokerage company based in Illinois. Providing valuation services helps the firm add value as a trusted advisor.