Sage Forensic Accounting
Sage Forensic Accounting is a private Salt Lake City-based forensic accounting, business valuation, and economic damage analysis firm that serves as expert witnesses for attorneys, law firms, corporations, banks, government agencies, and insurance companies across the United States.
- Company typePrivate
- Founded2005
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Sage Forensic Accounting does
Sage Forensic Accounting, Inc. is a private professional services firm headquartered in Salt Lake City, Utah, founded in 2005 and operating additional offices in Boise, Idaho and Las Vegas, Nevada. The firm delivers three integrated litigation-support services: forensic accounting (asset and income tracing, fraud investigation, divorce asset separation), business valuation (independent appraisals grounded in generally accepted valuation theory), and economic damage analysis (lost profits, intellectual property infringement, anti-trust, personal injury, wrongful termination, construction defects). Practitioners serve as expert witnesses in State and Federal courts throughout the United States.
The firm is led by President and founder Daniel T. Rondeau alongside managing shareholders heading each practice area — Luke S. Vreeken (valuation), Amber Mortensen (divorce), and Clint W. Davis (damages) — supported by an office manager. The competitive differentiator is the depth and concentration of professional credentials within the team, including CPA, ASA, CFE, CFF, ABV, CITP, and AM designations, which qualify principals as admissible expert witnesses and support complex engagements from Ponzi-scheme reconstruction to antitrust damage quantification.
Revenue is generated entirely through hourly professional services billing, with rates scaled to staff experience and qualifications. The primary go-to-market channel is direct engagement by attorneys and law firms, supplemented by referrals from corporations, banks, government agencies, insurance companies, and not-for-profit organizations. Marketing investment is concentrated in content publishing on sagefa.com, curated industry news aggregation, and social media presence rather than traditional demand-generation channels.
Sage Forensic Accounting firmographics
Firmographics- Name
- Sage Forensic Accounting
- Legal name
- Sage Forensic Accounting, Inc.
- Website
- https://sagefa.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sage Forensic Accounting is a private Salt Lake City-based forensic accounting, business valuation, and economic damage analysis firm that serves as expert witnesses for attorneys, law firms, corporations, banks, government agencies, and insurance companies across the United States.
- Ownership category
- akta.pro rank
Sage Forensic Accounting industry classification
Industry- Product category
- Forensic Accounting Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Forensic Accounting & Fraud Investigations (BPAHANAH)
- akta.pro secondary industries
- Forensic Accounting & Fraud Investigation (BPAHABAH), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG), Litigation Support & Expert Witness Services (BPAHALAG)
Keywords
Where Sage Forensic Accounting is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Sage Forensic Accounting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Professional Services - Hourly Billing: Sage Forensic Accounting operates like many professional service firms, billing on an hourly basis. Billing rates differ based on the experience and qualifications of the staff members involved.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Hourly professional services with rates based on staff experience and qualifications |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Sage Forensic Accounting product offering
Product offeringCore offering
Sage Forensic Accounting is a professional services firm providing three integrated service lines: Forensic Accounting (investigative accounting, asset and income tracing, fraud detection, and divorce asset separation), Business Valuation (independent opinions on value or diminution of value based on generally accepted valuation theory), and Damage Analysis (economic damage calculations quantifying lost economic potential from intellectual property infringement, antitrust violations, personal injury, wrongful termination, and construction defects). Services are delivered by certified professionals for litigation support, settlement negotiations, and non-litigation consulting for attorneys, businesses, insurance carriers, and government agencies.
Product overview
Sage Forensic Accounting provides a suite of three integrated professional services: Forensic Accounting (investigative accounting, asset tracing, and fraud detection), Business Valuation (independent business appraisals and value calculations), and Damage Analysis (economic loss quantification for litigation). These services are delivered by certified professionals and used in both litigation and non-litigation contexts, with clients including attorneys, law firms, businesses, insurance companies, and government agencies.
Differentiator
Problem solved
Functional benefit
Products and services
- Forensic Accounting Integration of accounting, auditing, and investigative skills to provide accounting analysis for pre-trial, trial, and settlement proceedings. Covers asset and income tracing, divorce asset separation, and fraud investigation and detection. Delivered by credentialed professionals for attorneys, law firms, and corporate clients.
- Business Valuation Independent opinions on value, or diminution of value, based upon generally accepted valuation theory, providing accurate business valuation reports with strategic, economic, and active affairs analysis. Used for litigation, divorce, mergers, tax planning, and other matters requiring a formal valuation.
- Damage Analysis Economic damage calculations quantifying lost economic potential due to allegedly harmful events, including intellectual property infringement, antitrust violations, personal injury, wrongful termination, and construction defects. Used in litigation, settlement negotiations, and expert testimony.
Companies that use Sage Forensic Accounting
Customer profileSegments6 records
Ideal customer profiles6 records
Sage Forensic Accounting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Sage Forensic Accounting partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Sage Forensic Accounting competitors and assessment
Company assessmentDirect peers
- Hemming Morse LLP: Specialized forensic accounting and litigation support firm focused on financial investigations, economic damages, and expert witness testimony. Directly comparable in service mix, clientele (law firms, corporations, insurance carriers), and geographic positioning in the Western US.
- Marcum LLP: Top-20 US accounting firm with a substantial forensic and business valuation practice serving law firms, courts, and corporate clients. Comparable in core services (forensic accounting, business valuation, damages) and target client base, though larger and more geographically diversified.
- Withum Smith+Brown PC: Mid-Atlantic-rooted accounting and advisory firm with a dedicated Forensic and Valuation Services practice that performs economic damage analyses, business valuations, and expert witness work for attorneys. Direct overlap in service offerings and litigation-support positioning.
- GBQ Consulting: Regional accounting and consulting firm with a Forensic and Dispute Advisory practice delivering fraud investigation, economic damages, and business valuation services to legal counsel and corporate clients. Comparable in mid-sized professional services scale and litigation-support expertise.
- Analysis Group: Specialized economic and financial consulting firm providing expert testimony in complex commercial litigation, with deep practices in economic damages, intellectual property, and valuation. Overlaps with Sage's damage analysis work for similar attorney-driven matters.
- Anchin, Block & Anchin LLP: Mid-sized New York-based accounting firm with a Forensic, Litigation, and Valuation Services group performing fraud investigations, economic damages, and business valuations for law firms. Comparable in service-line composition and litigation-support client profile.
Broad incumbents
- BDO USA: Top-10 global accounting network with a substantial Forensic Accounting and Valuation practice serving corporates, law firms, and government agencies. Overlaps significantly but operates across a much broader portfolio of audit, tax, and advisory services.
- RSM US: Large US audit, tax, and consulting firm with a dedicated Forensic and Valuation Services practice providing investigations, damages quantification, and business valuation to legal counsel. Comparable services but embedded in a broader mid-market advisory firm.
- Baker Tilly US: Top-10 US accounting and advisory firm with a Forensic Investigations and Valuation practice delivering fraud investigation, dispute advisory, and expert witness services. Overlaps in service offering but operates as a much larger diversified firm.
- J.S. Held: Specialty consulting firm providing forensic accounting, economic damages, and business valuation services to the legal market. Overlaps in litigation-support, expert witness, and valuation work but operates at much greater scale and geographic breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Sage Forensic Accounting social profiles
Digital presenceSage Forensic Accounting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sage Forensic Accounting leadership team
Management profileNumber of profiles
Profiles5 records
Sage Forensic Accounting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sage Forensic Accounting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sage Forensic Accounting
What does Sage Forensic Accounting do?
Sage Forensic Accounting is a professional services firm providing three integrated service lines: Forensic Accounting (investigative accounting, asset and income tracing, fraud detection, and divorce asset separation), Business Valuation (independent opinions on value or diminution of value based on generally accepted valuation theory), and Damage Analysis (economic damage calculations quantifying lost economic potential from intellectual property infringement, antitrust violations, personal injury, wrongful termination, and construction defects). Services are delivered by certified professionals for litigation support, settlement negotiations, and non-litigation consulting for attorneys, businesses, insurance carriers, and government agencies.
Is Sage Forensic Accounting a public or private company?
Sage Forensic Accounting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sage Forensic Accounting founded?
Sage Forensic Accounting was founded in 2005. It employs 11 to 50 people.
Where is Sage Forensic Accounting based?
Sage Forensic Accounting is headquartered in Salt Lake City, United States, in the North America region.
How does Sage Forensic Accounting make money?
One revenue line is on record: professional Services - Hourly Billing.
Who are Sage Forensic Accounting's main competitors?
Direct peers on record are Hemming Morse LLP, Marcum LLP, Withum Smith+Brown PC, GBQ Consulting, Analysis Group and Anchin, Block & Anchin LLP. Broad incumbents are BDO USA, RSM US, Baker Tilly US and J.S. Held.
Does Sage Forensic Accounting have an API?
No public API is recorded for Sage Forensic Accounting.
What industry is Sage Forensic Accounting in?
Sage Forensic Accounting's product category is Forensic Accounting Services. Its primary akta.pro industry code is BPAHANAH, Forensic Accounting & Fraud Investigations, with a secondary code of BPAHABAH, Forensic Accounting & Fraud Investigation. Its NAICS code is 541211 and its SIC code is 8700.