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ValuSource Case Studies

Using ValuSource Pro to carry out valuations for ROBS strategies. Featuring Samuel Phelps

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.
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Behind the Scenes at Bizminer with CEO Danny P. Burke and David Fein

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Little Black Book of Connections: 6.5 Assets for Networking Your Way to Rich Relationships By Jeffrey Gitomer, Review by David Fein

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Behind the Scenes at the National Economic Report with Kevin Hopkins

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David Fein Reviews Tim Ferriss’ Tools of Titans

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A Behind the Scenes Look at Kroll’s Cost of Capital Navigator with Carla S. Nunes

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Pluris DLOM Database

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National Economic Review

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Mergerstat Review Premiums and Discounts

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IRS Corporate Ratios

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Improve Credibility and Save Time with First Research Reports

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Valuation Software

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Valuation Data

Premium Data Without the Premium Price

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SyncWarrior

Automate Reports by Linking Word to Excel

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Economic Damages

Automates the Damages Calculations

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