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Poll: 36% of finance professionals send clients to a third party for business valuation services

Sageworks
October 24, 2014
Read Time: 0 min

During a recent webinar on how to prepare for booming growth in the valuation industry, Sageworks polled over 135 finance professionals and found that more than 35 percent are sending their clients to a third party to complete a business valuation.

 

 

During the webinar, Paul Wapner, CPA/ABV, CGMA, manager of forensic and valuation services for the AICPA, discusses how your firm can overcome barriers to entry and take advantage of these growth opportunities. If you fall into the 35 percent who are missing out on the opportunity to provide business valuations as an added-value service to your clients, but you want to learn more, watch the webinar on-demand.

About the Author

Sageworks

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

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