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Jun 23, 2022 6:40:55 PM | Company Valuation Report Should accountants produce company valuation reports for their clients?

Accountants should offer their clients company valuation reports to improve client retention, clients management decision making and start to earn fees from corporate finance.

Should accountants produce company valuation reports for their clients?

The short answer is Yes.

The slightly longer version is Yes if an accountant wants to…

  • Retain and enhance client relationships
  • Earn revenue by offering corporate finance services
  • Support their client’s business growth

Company Valuation Reports are useful management tools, that support client management decision making, including answering questions like.

  • Are there potential market concerns with an investment?
  • Is an investment viable for the business?
  • Is an investment 'good'?
  • Does a new contract that grows top line sales also have a positive impact on cash overtime?

And therefore, it helps answer a fundamental question - does X grow the value of the business?

This suggests that a business valuation should not just be done once if the owner(s) are looking to sell the company but instead should be seen as key strategy tool that an accountant should regularly use with a client to help them make decisions that ultimately increase their worth.

And this is where our valuation application for accountants delivers.

  • It’s simply and quick to use – no need to be a corporate finance expert.
  • You can create a valuation report in 30 minutes or less.
  • Includes online training and support from our Corporate Finance team.
  • Train your team to generate reports – 10 reports / year could be £5K new revenue.
  • Provides market multiples & DCF Valuations with easy-to-understand graphs.
  • Includes commentary​, recommendations and market summary​.
  • Provides profit & loss ​and balance sheet analysis​.
  • Support for advanced forecast modelling.
  • Automatically generates the report as a Microsoft Word Document for your client.
  • We support your marketing to promote a valuation service to your clients. 
  • Every client should have a valuation report every year to support their growth.
  • Earn £500 (RRP) per report per client.

Try Valuation App Free for 30-Days, no credit card required.

But don’t take our word for it, use our 30-day trial to test it. You can even create and sell a couple of reports to your clients…. Each one is worth at least £500+VAT for your practice.


James Ruthven

Written By: James Ruthven

James Ruthven is a technology leader with 25+ years of success in leading organisations in change and growth, delivering solutions that transform customer experience.