Skip to main content

How accountants can identify opportunities to offer valuation services

November 8, 2014
Read Time: 0 min

With an estimated 75 million baby boomers in the U.S. and 7 million of them owning privately held businesses, the number of companies to hit the market in the next 10 years is likely to provide a large amount of opportunities for the valuation industry. This checklist provides 10 scenarios accountants can review to help determine who may have potential needs for valuation services.



Download this checklist to learn why the industry is experiencing exponential growth, and how you can offer these services to your current clients.

About the Author


Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

Full Bio

About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

Make Big Things Happen.