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Streamlinebusiness sageworks


Designed for business valuation professionals 
Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm 
Course Description

Sageworks Valuation Solution is a web-based platform enabling business valuation professionals to streamline workflow and increase realization rates. Modeled after SSVS No. 1 standards, follow the income, market and asset approaches to generate an accurate, defensible value. "We’re more efficient, so we can provide more value during engagements and still be profitable on the job." - Walter Pennington, CPA, CVA, CFP

Learning Objectives

  • How to streamline the report-writing process significantly.

  • Why valuation professionals are shifting to web-based technology.

  • Key features of Sageworks Valuation Solution.

  • How firms can increase realization rates.

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Mark Crowder

Sageworks, Inc.
Director of Consulting

(866) 603-7029

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Mark Crowder is director of consulting for the Sageworks Valuation Solution. Mark works with a wide range of financial professionals, helping them maximize all aspects of the Sageworks Valuation Solution. Mark has an extensive background in financial analysis and accounting which enables him to assist clients across multiple lines of business and service offerings.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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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.