Sageworks Valuation Solution
Streamline calculation and valuation engagements to increase realization rates and offer advisory services. Modeled after SSVS No. 1 standards, this web-based software follows the income, market and asset approaches to generate an accurate value.
Easy to use web-based technology
- No installation or download required
- Intuitive user experience following the valuation process
- Entirely web-based and accessible from anywhere
Designed to scale a valuation practice
- Prepare for growth by scaling existing processes
- Increase realization rates
- Sell additional services
Following the income, market and asset approaches, generate accurate, defensible valuations.
"The Sageworks Valuation Solution gives you all of the valuation options in one place. The report writer is not only informative but also one that can be modified and personalized for my individual client requirements. Given all of the other tools that are out there that I use, I would say the Sageworks tools are the easiest and most flexible of anything that I’ve got."
Managing Partner, Certified Mergers & Acquisition Advisor, Certified Exit Planner
Accessible from any computer, the Report Builder and Document Manager help firms provide high quality service more efficiently.
“The report writer is seamless. We also do a lot less checking than we used to, because we have all the confidence that the valuation is done right. We think the more we use Sageworks Valuation Solution, we’re going to find more and more efficiencies.”
Thomas E. Vereecke
Partner and CPA
Sageworks consultants help your firm integrate Sageworks Valuation Solution into existing processes to generate growth.
“We considered other software solutions, but Sageworks Valuation Solution came out on top. The Sageworks Consulting team provides fantastic support and helped us get up to speed quickly with the software.”
Senior Vice President & Chief Financial Officer
Disclaimer: Sageworks has a marketing relationship with the AICPA. The Sageworks Valuation solution, while being modeled after SSVS No. 1 standards, is in no way endorsed or preferred by the AICPA. Further, the AICPA and its subsidiaries are not responsible for the accuracy of the information contained herein.