Axiom Valuation Solutions offers valuation outsourcing services for accounting firms with business valuation practices, when the firms are barred by conflict of interest from performing valuations for their attest clients. We are a “safe” referral source, since we do not offer accounting or financial advisory services; in contrast to the potential risk of referring clients to other local CPA firms with business valuation practices, where they also offer competing accounting and related services.

Valuation Turnkey Outsourcing Services

With this type of service, the CVA or CPA directly or indirectly sells the Axiom Valuation service to their client. Axiom is responsible for all valuation activities with the client and for the final report. In the direct selling case, the CVA or CPA signs a contract with Axiom, and is responsible for the payment of our fee; they bill their client directly for their combined activity of managing the process and for our fee. In the indirect selling case, the CVA or CPA refers us to the client, and we contract with the client directly. As with our affiliate program, there is either a referral fee paid to the CVA or CPA, or the client gets a discounted price.

The reasons why valuation partners of accounting firms sell our services to their clients are:

• Independence: Under the Sarbanes-Oxley rules, accounting firms cannot perform valuations for their tax and audit clients. Axiom is the ideal, non-competitive option.
• More Profit/Less Hassle/More Value-added Time: With Axiom responsible for the valuation work, the CPA/CVA principals get billable hours providing advice to their clients on valuation-related issues as well as a sizable mark-up or referral fee.
• Access to Axiom’s unique Value Estimator Service: Axiom has developed a value estimate capability that provides a highly accurate discounted free cash flow result documented in a 50 page report – at a price point well below a certified valuation. This service is the perfect solution for CPAs with clients who need a reliable estimate of value for planning purposes, such as initial stages of estate planning and exit planning, and determining insurance requirements for buy-sell agreements. This service is especially useful for CPAs that also provide financial services to their clients. Many Axiom clients have used the Value Estimator for determining the right selling or buying price of a business, and for co-owner buy-ins and buy-outs.

For more information, please contact Roger Winsby, President.
Phone: 800-477-8258 x 203
Email: roger@axiomvaluation.com