Why CPA Firms Are Outsourcing Business Valuations—and How It Benefits Their Clients

As demand for business valuation services continues to grow, many CPA firms are facing a critical decision: build an in-house valuation practice or partner with an external valuation firm. Increasingly, firms are choosing to outsource business valuations—and for good reason.

Outsourcing allows accounting firms to expand their service offerings, increase efficiency, and deliver more value to clients—without taking on the cost and complexity of developing internal valuation expertise.

At Strong Tower Valuations, we work closely with CPA firms across the country, serving as their trusted valuation resource. Whether it’s for tax planning, succession, litigation, or transactional purposes, our outsourced business valuation services help firms elevate their advisory role and deliver better outcomes for clients.

Why Business Valuation Demand Is Growing

Business owners, attorneys, and financial advisors increasingly need accurate, defensible valuations for:

• Gift and estate tax reporting
• Buy-sell agreement execution
• Succession planning and business exit strategy
• Shareholder and partner disputes
• SBA financing and M&A transactions
• Divorce and litigation support

While many CPA firms are deeply involved in these areas, valuation engagements require a different skill set—one governed by credentialing standards, evolving methodologies, and complex regulatory requirements.

Challenges CPA Firms Face With In-House Valuation

Some accounting firms attempt to offer valuation services internally but encounter roadblocks such as:

• Lack of credentialed staff (e.g., CVA, ABV, ASA)
• Time-consuming training and CPE requirements
• Risk of bias when valuation and tax planning are performed by the same advisor
• Limited exposure to litigation, M&A, or unique industry cases
• Increased liability if valuation work does not meet IRS, SBA, or court standards

Rather than stretching internal resources, many firms choose to partner with a dedicated valuation expert—allowing them to offer more services with less risk.

Request a Consultation to learn how Strong Tower can support your firm with outsourced valuation solutions.

Benefits of Outsourcing Business Valuations

1. Expand Client Services Without Expanding Overhead

With an outsourced partner, CPA firms can offer full-service valuation capabilities without investing in software, certification, or additional staffing. This gives firms the flexibility to serve more clients without taking on more cost or liability.

2. Gain Access to Specialized Expertise

Valuation professionals at Strong Tower hold certifications such as CVA, ABV, and CPA. We bring extensive experience across industries and valuation scenarios—from estate planning to litigation to M&A support.

3. Improve Compliance and Defensibility

Outsourced valuations are prepared by independent professionals following professional standards and accepted methodologies. This ensures compliance with IRS, SBA, and court requirements—protecting both the client and the referring firm.

4. Maintain Objectivity

In many valuation contexts (e.g., estate tax or litigation), independence is critical. Outsourcing allows CPA firms to maintain their advisory relationship while engaging an objective third party to perform the valuation.

5. Free Up Internal Resources

Valuation engagements can be time-intensive and deadline-sensitive. Outsourcing lets your firm stay focused on core tax, audit, and advisory work—while still delivering a high-value solution to your client.

Request a Consultation to explore our white-label or co-branded partnership models for CPA firms.

Use Cases: How CPA Firms Use Outsourced Valuation Partners

We’ve worked with firms ranging from solo practitioners to regional accounting groups. Here are some of the ways CPA firms leverage our services:

• Gift & estate tax valuations to support IRS filings
• Buy-sell agreement valuations for partnership transitions
• Pre-sale planning valuations to prepare clients for exit
• Litigation support for divorce and shareholder disputes
• Valuation updates for recurring planning purposes

We provide as much or as little support as you need, including:

• Full-service valuation report preparation
• Client communication support (white-labeled or joint)
• Expert witness services when needed

Why CPA Firms Trust Strong Tower Valuations

We are an independent, credentialed valuation firm focused exclusively on private business valuation and financial consulting. CPA firms trust us because:

• We understand the professional standards your clients expect
• We deliver clear, defensible, and deadline-driven work
• We respect your client relationships and communicate professionally
• We bring deep experience in tax, transactional, and legal valuation contexts

Business Valuation Services in Rochester, NY

If your firm is looking to enhance its client offerings, deliver more value, and stay focused on core competencies, outsourcing business valuations may be the strategic move you need.

Strong Tower Valuations is here to serve as your valuation partner—helping you meet client needs, expand services, and reduce internal burden.

Request a Consultation today to explore how we can partner with your CPA firm to deliver best-in-class valuation support.