Scale Your Valuation & Advisory Practice Without the Analyst Overhead
Hire rigorously vetted Business Valuation Virtual Assistants proficient in DCF modeling, EBITDA normalization, comparable transaction analysis, and USPAP-ready report drafting—supervised by a dedicated Project Manager at zero extra charge.
Define Your Deal & Staffing Needs
Submit your requirements and an appraisal project director will follow up promptly.
Up to 70%
Payroll Savings
100%
Managed Operations
< 1 Hour
Average Response Time
Zero
Platform Surcharges
Valuation Databases & Financial Toolstack
Your valuation virtual assistant integrates smoothly into industry-standard financial databases, modeling environments, and ERP software with no setup delay.
Advanced Excel & VBA
DCF, WACC, LBO & Scenario Tables
Capital IQ & PitchBook
Public & Private M&A Comps
DealStats & PeerComps
Transaction Multiples & Precedents
QuickBooks & Xero
GL Auditing & Historical Extraction
IBISWorld & Statista
Industry Research & Growth Drivers
Damodaran & Fed Data
ERP, Betas & Size Premium Benchmarks
PowerPoint & CIM Decks
Appraisal Summaries & Pitch Books
Power BI & Reporting
Interactive Financial KPI Dashboards
What Your Valuation VA Handles Daily
From financial statement recasting to full multi-methodology appraisal modeling, your analyst operates with financial precision.
EBITDA & SDE Recasting
- Audit Form 1120, 1065, and P&L statements for non-recurring discretionary items.
- Normalize owner compensation, market-rate rent adjustments, and personal expenses.
- Build clean historical schedules comparing 3- to 5-year adjusted earnings.
DCF & Income Approach
- Construct multi-stage Discounted Cash Flow models with terminal value sensitivity.
- Calculate Weighted Average Cost of Capital (WACC), unlevered betas, and CAPM.
- Model Capitalization of Earnings for mature, steady-state private businesses.
Market Approach & Multiples
- Screen DealStats, PeerComps, and BizBuySell for Guideline Transaction data (GTM).
- Assemble Guideline Public Company (GPCM) trading peer sets and EV/EBITDA spreads.
- Calculate harmonic means, medians, and percentile benchmark adjustments.
Appraisal Report Drafting
- Draft USPAP / NACVA / AICPA compliant comprehensive valuation reports.
- Synthesize industry outlook, local economic factors, and company background sections.
- Format reconciliation tables and mathematical appendixes cleanly.
409A, Tax & M&A Advisory
- Support IRC 409A equity allocation using Black-Scholes OPM option pricing models.
- Gather discount data for DLOM (Marketability) and DLOC (Lack of Control).
- Assist in Purchase Price Allocation (ASC 805) and goodwill impairment testing.
Firm-Specific Models & SOPs
Have proprietary valuation spreadsheets, custom report macros, or bespoke client deliverables? Your dedicated Project Manager documents your firm's standards into clear execution manuals at zero extra charge.
How SageDoer Works
Skip hiring friction. Scale your appraisal capacity with fully managed execution in four simple phases.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Traditional Platforms vs. SageDoer
Why leading valuation practices and M&A boutiques partner with SageDoer.
| Feature Matrix | Traditional Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Flexible Valuation Plans
No contracts, no setup costs, no hidden software fees. Pure institutional-grade financial support at transparent rates.
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by M&A Advisors & Valuation Firms
Real feedback from CPAs, Certified Valuation Analysts (CVAs), and business brokers relying on SageDoer.
"Our valuation practice was drowning in tax return recasting. SageDoer stepped in, extracted all add-backs, and built pristine SDE schedules on 14 engagements in month one. The dedicated PM makes all the difference."
David L., CVA
Managing Director, Valuation Advisory
"Their DealStats comps filtering and WACC modeling are top tier. I no longer spend 6 hours on public comps; my SageDoer analyst delivers a completed draft ready for my final sign-off."
Robert S., ASA
Principal, Boutique M&A Advisory
"We had 3 urgent 409A valuations for venture-backed startups with complex liquidation preferences. The Black-Scholes OPM models were completely error-free. Incredible cost savings."
Claire T.
Head of Growth, FinTech Valuations
"Paying strictly for logged modeling hours while receiving free management supervision feels like an unfair advantage. It transformed our boutique firm's bottom line within 60 days."
Gary K.
Senior Partner, Capital Partners
"Industry research narratives and USPAP report formatting used to take up my weekends. SageDoer writes comprehensive market overviews that integrate seamlessly into our formal delivery templates."
Annette M., CPA/ABV
Managing Director, Forensics & Valuation
"Our valuation practice was drowning in tax return recasting. SageDoer stepped in, extracted all add-backs, and built pristine SDE schedules on 14 engagements in month one. The dedicated PM makes all the difference."
David L., CVA
Managing Director, Valuation Advisory
"Their DealStats comps filtering and WACC modeling are top tier. I no longer spend 6 hours on public comps; my SageDoer analyst delivers a completed draft ready for my final sign-off."
Robert S., ASA
Principal, Boutique M&A Advisory
"We had 3 urgent 409A valuations for venture-backed startups with complex liquidation preferences. The Black-Scholes OPM models were completely error-free. Incredible cost savings."
Claire T.
Head of Growth, FinTech Valuations
"Paying strictly for logged modeling hours while receiving free management supervision feels like an unfair advantage. It transformed our boutique firm's bottom line within 60 days."
Gary K.
Senior Partner, Capital Partners
"Industry research narratives and USPAP report formatting used to take up my weekends. SageDoer writes comprehensive market overviews that integrate seamlessly into our formal delivery templates."
Annette M., CPA/ABV
Managing Director, Forensics & Valuation
Frequently Answered Queries
Real questions from business brokers, valuation appraisers, and M&A leaders.
How do you protect client confidentiality, tax returns, and sensitive M&A data?
Confidentiality is fundamental in business valuation. We sign strict comprehensive Non-Disclosure Agreements (NDAs) prior to accessing any files. Our analysts work within secure, encrypted environments, adhering strictly to data privacy standards for sensitive corporate tax returns (Form 1120/1065), proprietary financials, cap tables, and M&A deal structures.
Are the virtual assistants trained in USPAP, NACVA, and AICPA standards?
Yes. Our specialists understand standard appraisal terminology and guidelines set by the Appraisal Foundation (USPAP), NACVA, and the AICPA. They know how to separate the Asset, Market, and Income approaches, apply proper weightings, and prepare report narratives that allow accredited appraisers (CVA, ABV, ASA) to review and sign off with minimal revisions.
How does quality control and mathematical accuracy work with the Project Manager?
Your dedicated Project Manager oversees operations at zero additional charge. Before deliverables reach your inbox, the PM checks that formula balance checks are intact (e.g., balance sheet balancing, circular reference resolutions in debt schedules, and proper discounting periods in mid-year convention DCF models). You communicate directly with your PM for effortless coordination.
Can your VAs utilize our firm's existing proprietary valuation templates?
Absolutely. Most valuation firms have custom Excel models and Word macros refined over decades. During onboarding, your Project Manager learns your specific templates, input layouts, and formatting rules, ensuring your VA builds models that look and function identically to your in-house standards.
How are working hours tracked, verified, and billed?
We utilize centralized time tracking to log precise seconds worked on your deal files. You receive weekly consolidated timesheets showing task breakdowns by company engagement. You pay strictly for pure analyst modeling hours—Project Manager supervision, QA, and operational overhead are 100% free.
Ready to Expand Your Valuation Capacity?
Eliminate the bottlenecks of financial recasting, comps research, and report drafting. Partner with a dedicated Managed Business Valuation team and deploy in 24 hours.