Case Study: Edgewater CPA Group achieves expanded advisory services and accurate business valuations with ADP (BizEquity)

Exemplify strategic, advisory services through business valuation

Edgewater CPA Group, a 15-person tax and accounting firm in Carmel, Indiana, provides tax returns, payroll and bookkeeping for individuals, small businesses and estates. Although the firm invested in cloud technology and marketing to stay competitive, much of its work was focused on compliance, leaving little capacity to offer higher‑value strategic advisory services—an important gap as many small business owners approach retirement and need accurate valuations for succession or sale.

By adopting the BizEquity valuation tool, Edgewater began delivering fast, affordable and data‑driven business valuations that extend advisory capabilities beyond compliance. The firm can produce reliable baseline valuations in short client meetings, help clients set fair sale prices (including a successful family succession), generate new revenue streams, and scale a valuation service that adds measurable strategic value for small business owners.

Edgewater CPA Group

Derek Smith

CPA