Sageworks values substance over form; we are about creating value for customers and shareholders, meaning we are focused on getting results. When we started our company, we wanted to create a special place that would not be limited by the ordinary ways people tend to think about business. Therefore, we have a core set of values that extend into everything we say and do each day:

Create real value in the world. We help people succeed by giving them information they understand. We are here to truly help people make better financial decisions. We believe that people fail at least partially because they cannot always understand the financial information they possess. We are solving this problem. We think about this issue every day.

Stay focused on the customer. The company exists to create value in the market, and this value can be measured only by serving customer goals. We are here to serve rather than be served.

Help employees meet their goals and dreams. We recognize there is a hidden line of separation between owners / managers of any company and the people who get the work done. We try hard to minimize this separation by making everyone a stockholder in Sageworks. We also try hard to listen to people and help them reach their dreams.

Treat shareholders as real partners. We honor the people and companies who have invested in Sageworks. We are open and honest with investors - as open as we are with the people whom we work with each day. The reward is an overall feeling that the company will do right by people.

Keep it real. When you visit our company, you'll notice that people are dressed casually and are friendly and genuine. These are not affectations, they express who we are. We are not very interested in how people dress or how they appear; however, we are very interested in their values and work ethic. While we honor education as a means to elevate an individual, we revere what people do with their education. We are all about getting results because getting results helps us fulfill our mission, which we think is important.