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 […]
David Fein sat down with Michel Molder, who is responsible for reviewing and submitting the cases to the Case Law database, to get a behind-the-scenes look at this valuable database. Case Law and Legal Precedent for Business Valuation When a case is filed in either state or federal court, it is assigned to a judge, […]
The Case for Business Valuation Software by David Fein David Fein, CEO of ValuSource joined the Around the Valuation World team on January 23, 2023, to talk about business valuation software. David discusses what valuation software is and why it’s worth considering using to automate and standardize your valuation practice. ValuSource has been at the […]
Nine Reasons to Start Using our Latest Valuation Software (VSS9) For 36 years we have been focused on building the best valuation software to help business valuation professionals automate and standardize their valuation practice. VSS9 is the culmination of these efforts, and it is proving to be a total game changer. Here are nine reasons […]
David Fein sat down with Kevin Hopkins, editor of BVDataWorld’s monthly National Economic Report (NER), to find out more about both its history as well as how business valuators can use the data to improve the accuracy of their valuations. David: Thank you for your time, Kevin! Let’s start with your history, your background, and […]
A Behind the Scenes Look at Kroll’s Cost of Capital Navigator Everything in life begins as an embryo. We use professionally provided financial data services without a thought as to how they began and/or evolved. A little nostalgia is useful and enlightening to add perspective to this story of the evolution of Kroll’s Cost of […]
[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]ValuSource’s CEO David Fein discusses RMA’s rich history and rich data with Shea Scarpa and Carly Edmondson Overview ValuSource has been working […]
David Fein sat down with Paul Hamann of RCReports to get a behind the scenes look at RCReports. David: Thank you for your time today. Let us start with how you got into reasonable compensation. Paul: After graduating from college with a degree in entrepreneurship, I quickly realized no one wants to hire someone who […]
