In June 2026, Microsoft expanded its drafting experience in Outlook with Copilot, adding more precise section‑level rewriting and improved tone controls. This is just one of an ongoing — and rapid— series of Copilot improvements to Outlook. “The space has been moving fast,” says Nick Mears, CVA, MAFF, and founder and managing partner of Caprock […]
Journey From Hog Farmer to Valuation Expert. Why Jerry Shelton Chooses ValuSource Data and Software After working as a successful hog farmer, Jerry’s allergies made it impossible for him to continue. His boss on the hog farm told Jerry to put on “his city clothes” and took him to town to get him registered for […]
ValuSource business valuation software has been around for over 30-years with many of our users using it since it first came out. The latest version of ValuSource Valuation Software is our best yet and we will be rolling it out across the board later this month. From a usability perspective, the new version is very […]
In this case study, we explore how Kevin Couillard and his team use Zap Report Builder to create more detailed and persuasive business valuation reports, in less time. As early adopters of Zap Report Builder, Kevin and his team have been using Zap Report Builder since the beta stage and it quickly became an indispensable […]
1. FREE for Existing Software Subscribers If you are already a ValuSource software user with a current subscription, there is no cost to upgrade from VSS8 to VSS9. 2. Faster Open and save files much more quickly. Also, the program is much more responsive when navigating from screen to screen. 3. Microsoft Updates Won’t Cause […]
In this case study, we explore how Samuel Phelps has helped his clients maximize their retirement savings with Rollovers for Business Startups (ROBS) which require an annual valuation to remain compliant with ongoing IRS reporting requirements.
This article is based on a presentation done at the June 2023 NACVA conference at Snowbird, Utah by Steve Bruner and David Fein. Valuators often grapple with the choice between utilizing valuation software or using Excel and Word to perform valuations. At the recent 2023 NACVA conference, seasoned business valuation expert Steven Brunner, who has […]
Valuators can choose to either build and maintain their own Excel spreadsheets and Word report templates or use valuation software to help make the valuation process more efficient. There are six reasons why using ValuSource valuation software can be beneficial, including the following: Accuracy and Consistency: Valuation software is designed to perform complex financial calculations […]
3-4 hours to customize engagement letters cut to 10 Minutes! Using Zap Report Builder to Automate Engagement Letters and Valuation Reports in Word and Excel. Featuring Nainesh Shah, CFA In this case study, we explore how Nainesh Shah, a seasoned professional in business valuation and financial strategy, successfully streamlined and accelerated the process of creating […]
S-1 Filings for Valuators The reason that these filings are valuable for valuators is that they are based on a significant amount of research and can include topics such as risk factors, trends, and industry-specific discussions. The disclosures can potentially provide information that is pertinent to a valuation that is related to both industry segments […]
