Outsourced Business Valuations

There are going to be many times throughout your accounting career when you run across the opportunity to work with one of your clients or prospective clients regarding the value of their business.

If you're doing LESS THAN six business valuations a year, you're probably losing money on them.

Why You Lose Money on Business Valuations

It's cost prohibitive to go out and buy the comparative databases you need ever year to stay current. Plus, the software and subscription costs. Lastly, you've got the time it takes you to research new changes in methodology.

Outsourced Business Valuations

By outsourcing your Business valuations you allow your clients to work directly through you, so they don't need to find a business valuation expert on their own.

You end up solving your client's problem and making $800 to $1,200 for a few hours of work.

CPASiteSolutions has teamed up with Patton Buisness Valuations to make this all possible.

Here's how it works...

1. Contact Patton to find out how much to charge for the valuation. Let them know the industry, why the valuation is needed, and the size of the company.
2. Patton prepares and sends an engagement letter to your client from Patton Buisness Valuations. Your client signs it and sends it back with payment. This takes the risk and conflict of interest out of your hands and off your E&O Insurance.
3. You and your client complete the Patton Valuations' input forms and email them to Patton.
4. Patton completes the valuation and emails a copy of it to you for review before Patton issues the report to your client.
5. You get paid. It's that simple.

Patton's pricing is competitive: $2,400 for a Divorce valuation, $3,000 for a Buy/Sell valuation, and $3,600 for an Estate valuation.

More Information

Please complete the form below to learn more about this outsourced business valuation program for accountants and CPAs.