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Why To Buy

How do you complete professional valuations FASTER, more consistently, following BEST practices (whether experienced or new), with great reports, all at a price that pays for itself after your first valuation?


ValuSource Pro (used by both NACVA and ISBA to train professional valuators), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for decades.

FIVE reasons to consider ValuSourcePro


Market Share


Follow BEST valuation

Smart Navigator guides you through the valuation best-practice process and workflow with step-by-step sequential menus–ensures you cover all the steps, whether novice or expert.


BEST database

One-click integration that automatically populates your schedule and narrative from 12 major databases. Plus, includes pre-built analyzers with graphics, scatter charts, filters, calculators, trends and other analytics… saving you dozens of hours.


MOST comprehensive
valuation methodologies
and schedules

Includes 18 valuation methodologies and over 300 schedules to leverage industry best practices then modify as needed.


Hundreds of pages
of SMART and
flexible content

The software framework, built on top of editable Excel worksheets has built-in intelligence and transforms based on your assumptions.  This saves beginners from making critical mistakes, while allowing experts to use as-is, or incorporate into existing spreadsheets, and finish much quicker.

  • Smartsheet logic.  Automatically determines which rows and columns should be displayed or hidden.
  • Smart Printing.  Makes it easier to print large spreadsheets.
  • Smart financial statements.  Allows you to edit and perform financial statement analyses and the program will update every associated schedule.
  • Smart charting. Automatically creates the correct number of columns based on the number of years of financial statements.


Generates comprehensive
intelligent and automatic
written reports

The optional report writer, built on top of MicroSoft Word, includes Content Intelligence to help automate the conditional narrative, Hotlinks to automate changes, and hundreds of pages of standards-based report templates (including 59-60, SSVS, and USPAP) that evaluate over 400 variables within the analysis.

“This is the same software I received during my NACVA certification course. Great Stuff!”