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