As demand for valuation and modeling continues to grow, many CPA firms are turning to offshore support to improve capacity and control costs. With the right structure, firms can delegate core valuation tasks—like DCFs and comps—without sacrificing quality, speed, or security.

Here’s what you need to know if you’re considering offshoring valuation or modeling services.

The most common valuation and modeling tasks offshored by CPA firms include:

• Building Discounted Cash Flow (DCF) models
• Performing guideline company and transaction comps
• Conducting 409A, estate & gift, and goodwill valuations
• Running sensitivity and scenario analyses
• Drafting valuation reports and summary memos
• Performing industry and market research

Firms typically keep responsibility for client communication and conclusions, while delegating technical modeling and documentation to the offshore team.

The process usually starts with defining the scope and selecting a provider. Offshore analysts work securely through cloud-based tools, VPNs, and shared folders. They receive data and assumptions, build models using your templates or frameworks, and submit drafts for review.

Strong communication and documented workflows help align both sides. Most firms use scheduled check-ins, checklists, and shared review processes to stay coordinated.

✅ Why Firms Choose to Offshore

• Cost savings: Offshore analysts typically cost 30–50% less than U.S.-based staff
• Faster turnaround: Overnight work cycles help firms meet tight deadlines
• Access to talent: Tap into experienced valuation professionals without hiring full-time
• Flexibility: Scale up or down based on seasonal needs or project volume

CPA firms that offshore valuation work often report better productivity, less burnout, and more focus on high-value client tasks.

⚠️ What to Watch For

• Quality control: Review is essential to ensure consistency and accuracy
• Communication gaps: Offshore teams may need clear direction and feedback
• Security: Client data must be protected with secure systems and policies
• Training: Offshore teams need guidance on U.S. GAAP and valuation standards

Offshoring works best when you treat your offshore team as an extension of your staff, not a plug-and-play solution.

💡 Tips for Successful Valuation Offshoring

1. Assign a U.S.-based liaison to manage the offshore workflow and feedback
2. Use templates and SOPs to standardize model formats and reporting
3. Schedule regular check-ins to align expectations and review deliverables
4. Provide clear instructions, especially around assumptions and inputs
5. Use secure tools with limited-access permissions to protect client data

Adriatic Accounting Partners provides end-to-end valuation and financial modeling support for CPA and Valuation firms. Our leadership has extensive experience in leading valuation engagement and process automation, specifically in valuation practice. From building DCFs and comps to drafting reports, our experienced professionals work as a seamless extension of your team, helping you scale capacity without compromising quality.

Schedule a consultation today to explore if offshore valuation support is right for your firm.