Leveraging Sageworks industry knowledge and expertise, I help CPAs, valuation professionals, part-time CFOs, and financial analysts improve their profitability and efficiency to both grow their consulting services and streamline the process of doing business valuation work.

About Us: Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.