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


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


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