Sageworks Valuation.

Sageworks Valuation helps financial professionals reduce risk and save time when performing compliant valuations. Go beyond simple calculation engagements and estimates to get a true value that complies with AICPA Standards.

Valuation product image
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Organization

Easily track and store documents in one secure, globally-accessible location with the Document Organizer.

Accuracy

Use the three main valuation methods (income, asset, and market approaches) to ensure the most accurate valuation possible.

Flexibility

Save time and money with a built-in report writer that simplifies reporting after each valuation.

Other Key Features & Benefits
  • Efficiently generate accurate valuations with an intuitive, easy navigation for a user-friendly experience
  • Securely collaborate and effectively communicate with partners through a web-based, globallyaccessible platform
  • Save time on data entry with the Sageworks integrator; import financial data directly from a write-up package, general ledger system, or Microsoft Excel
  • Access Sageworks’ private industry data for industry benchmarking—the only valuation solution with this feature
  • Leverage an impressive cash flow projection model to factor in existing and proposed loans for complete forecasting capacity
  • Organize, track, and store supporting documents and working papers
  • Leave inline comments for user reference and documentation
  • Maintain comprehensive control over report language and content, create and save templates, drag and drop images, text, hot links, etc., and export to Microsoft Word