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Streamlinebusiness sageworks

GROUP DEMO: STREAMLINE BUSINESS VALUATIONS AND INCREASE REALIZATION RATES

Designed for business valuation professionals
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

Abrigo
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, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 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.