Outsourced Business Valuation for CPAs: When to Partner With a Valuation Firm

Many CPA firms today are expanding their role from traditional tax preparation and accounting to trusted advisors who help clients make complex financial decisions. One area where this shift is especially visible is business valuation—an increasingly common need among business owners for tax planning, litigation, succession, and M&A.

But not every CPA firm has the resources, training, or credentialed staff to manage valuations in-house. That’s why many accounting professionals are choosing to partner with independent valuation firms—delivering expert service while protecting their time, reputation, and client relationships.

At Strong Tower Valuations, we serve as a strategic valuation partner for CPAs across the country. In this article, we explore when outsourced business valuation makes sense and how a trusted partner can help your firm grow and serve your clients better.

Why CPAs Are Adding Valuation to Their Service Offerings

Whether your firm works with individuals, small businesses, or complex entities, chances are you’ve seen an uptick in client needs like:

• Estate and gift tax planning
• Business succession or buy-sell agreements
• Divorce or shareholder disputes
• Loan applications and SBA financing
• Mergers, acquisitions, and sales

Each of these scenarios requires a credible, defensible business valuation. Yet performing these services requires specific expertise, certifications (e.g., CVA, ABV, ASA), and a deep understanding of valuation standards and methodologies.

Request a Consultation to learn how our team supports CPA firms with white-labeled or co-branded valuation solutions.

Challenges of Offering Valuation In-House

Even highly capable accounting professionals face several challenges when attempting to handle valuations internally:

• Lack of time or bandwidth during busy season
• No valuation-specific credentials required by courts or IRS
• Limited valuation experience across diverse industries or litigation cases
• Increased liability risk if a report is challenged
• Opportunity cost of pulling staff from high-margin services

Rather than attempt to “do it all,” many firms choose to focus on their core offerings—tax, audit, and advisory—and bring in a valuation partner to handle specialized work.

When to Partner With a Valuation Firm in Rochester, NY

There’s no one-size-fits-all answer, but here are key signs it’s time to partner with a dedicated valuation firm:

1. Your Client Has an Immediate Need

Is your client selling a business, transferring ownership, or involved in litigation? These high-stakes moments require a timely, defensible valuation prepared by a credentialed expert.

2. You Don’t Have a Credentialed Valuation Expert on Staff

Reports used for tax filings, litigation, and loan applications often require certification from an independent CVA, ABV, or ASA. If your team isn’t certified, outsourcing is the safest path.

3. You Want to Expand Services Without Expanding Overhead

Partnering with a valuation firm allows you to offer more services without hiring new staff or investing in costly software, training, and compliance efforts.

4. You Want to Minimize Risk and Liability

Outsourcing business valuation shifts the risk away from your firm while maintaining your role as the trusted advisor. Let the valuation expert take on the compliance burden.

5. You’re Looking to Strengthen Client Relationships

Offering valuation services through a partner helps you stay at the center of your client’s financial decision-making—without overextending your team or compromising quality.

Request a Consultation to see how we can support your client engagements with professional business valuation support.

Benefits of Partnering With Strong Tower Valuations

When you partner with Strong Tower, you get more than a report—you get a reliable extension of your team. CPA firms choose us for our:

• Credentialed professionals (CVA, ABV, CPA, MBA)
• Defensible, standards-based reports for IRS, SBA, and court use
• Experience across industries, including complex ownership structures
• Clear, professional communication and client handoff support
• Flexible engagement models—white-label, referral, or co-branded

Whether you need a single valuation report or a long-term strategic partner, we’re here to support your firm’s success.

How We Work With CPA Firms in Rochester, NY 

Our process is simple and collaborative:

1. You introduce the valuation need—we’ll handle discovery and scoping
2. We manage the valuation process, from document requests to final report
3. You stay in the loop while maintaining control of the client relationship
4. We deliver a clean, defensible report—on time and ready to use

We also offer ongoing support for tax season, busy periods, and recurring valuation needs—ensuring your firm never has to say no to a client again.

Business Valuation Services

You don’t have to be a valuation expert to deliver expert valuation services. By partnering with Strong Tower Valuations, your CPA firm can expand its capabilities, improve client service, and reduce internal workload and risk.

Whether you’re exploring new service lines or responding to a pressing client need, outsourcing valuation services could be the most strategic decision you make this year.

Request a Consultation today to learn how our team can help your firm grow and thrive.