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The following are articles, whitepapers, case studies and overviews:

Resource

Type

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

Completing 500 Business Valuations in Less than 8 months

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 means that Sam’s team must have an efficient process to be able to have the capacity to carry out annual valuations for each of their clients. By automating the valuation process using ValuSource valuation software, Sam and his team can boost their productivity without compromising on quality. Read more

Case Study
ValuSource Business Valuation Software: Is it time to consider automating your valuation practice?

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 relied on ValuSource valuation software since 2001, teamed up with David Fein, the CEO of ValuSource. Together, they discussed and demonstrated ValuSource’s valuation software to show the specifics of how valuation software can benefit valuators. Read more

Article
Six Advantages of Using ValuSource Business Valuation Software

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: Read more

Article
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 engagement letters and valuation reports. Read more

Case Study
S1-Filings for Valuators

S-1 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. Read more

Overview
RMA for Valuators

ValuSource worked closely with RMA to develop the Annual Statement Studies Valuation Edition. The Valuation Edition contains enhanced financial ratios, including national and regional data, the entire distribution curve for every variable, an income statement and balance sheet presented in dollars ($) as well as in percentages (%), and industry growth rates. No other source of financial comparison data provides the entire distribution curve. Read more

Overview
Pluris DLOM Data Source & Selection Criteria

Creating a Restricted Stock Study with the Pluris DLOM Database. Read more

Overview
National Economic Report

The National Economic Report (NER) database is a monthly compilation and analysis of economic conditions in the national economy. The report includes output data (e.g., Gross Domestic Product), financial market data (e.g., S&P 500), government data (e.g., government receipts), employment data (e.g., civilian labor force), and much more. Read more

Overview
Mergerstat Review Premiums and Discounts

ValuSource’s Mergerstat Review Premiums and Discounts database is an annual summary of industry statistics on mergers and acquisitions. Read more

Overview
IRS Corporate Ratios

IRS Corporate Ratios provides industry-standard financial benchmarking data for over 210 industries. Read more

Overview
Improve Credibility and Save Time with First Research Reports

As a professional valuator, you need to understand your client’s industry. Read more

Overview
Federal and State Law Database

The case law database contains over 2,300 cases and contains both federal and state cases related to rulings on valuation, damages, expert testimony, Daubert challenges, discounting, and anything else that is valuation related. Read more

Overview
Expert Witness Profiler

The Expert Witness Profiler provides information on an expert’s testimonial history.  If you are a valuation expert involved in litigation, it can be very helpful to have information on your opposing expert’s testimonial history. Read more

Overview
Bizminer Suite

BizMiner provides both financial and market analysis data. More valuators are familiar with the financial data used in financial statement benchmarking, but the market analysis data can be very useful as well. Read more

Overview
Conference Presentations Database

The Conference Presentation database provides online access to over 900 presentations delivered by hundreds of instructors at conferences held by NACVA and the IBA over the past 14 years. Read more

Overview
BIZCOMPS for Valuators

The BIZCOMPS database of small business sales was initiated in 1990 to investigate and report financial information about small business transactions in the United States. Read more

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

David Fein sat down with Bizminer’s CEO, Danny P. Burke to get a behind-the-scenes look at the Bizminer database. Read more

Behind the Scenes
Behind the Scenes with Michael Molder of the Case Law Database

David Fein sat down with Michael Molder to get a behind-the-scenes look at the Case Law Database. Read more

Behind the Scenes
Behind the scenes look at Pluris DLOM with CEO Espen Robak, Eric Liu and David Fein

David Fein sat down with Pluris DLOM’s CEO, Espen Robak and Eric Liu to get a behind-the-scenes look at the Pluris DLOM Database. Read more

Behind the Scenes
Behind the Scenes at the National Economic Report with Kevin Hopkins

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. Read more

Behind the Scenes
ValuSource’s CEO David Fein discusses RMA’s rich history and rich data with Shea Scarpa and Carly Edmondson

ValuSource has been working with RMA for over 30 years to provide the business valuation community access to RMA Annual Statement Studies data, for both our valuation software and Excel users. Read more

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

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 Capital Navigator. Read more

Behind the Scenes
Around the Valuation World – the Definitive Source for Industry News and Updates

The Around the Valuation World® webcast is the next-generation method of obtaining the latest updates, news, trends, and activity occurring in the rapidly evolving business valuation and financial forensics profession. Read more

Overview
Greg Caruso’s Busiest Week: Valuing 17 Popeyes Restaurants in 7 days Using ValuSource Software

Greg Caruso is a JD, CPA and CVA. Each year he does between 75 and 80 business valuations using ValuSource valuation software. Read more

Case Study
Using Valuation Software in Court Featuring William F. Murphy, CPA/PFS, ABV, CFF, CGMA, CVA

William Murphy has had a long career in business valuation litigation and has found that bringing his laptop and ValuSource Valuation software to court with him has helped him to convince judges and win more cases. Read more

Case Study
Using Valuation Software in Court Featuring William F. Murphy, CPA/PFS, ABV, CFF, CGMA, CVA

William Murphy has had a long career in business valuation litigation and has found that bringing his laptop and ValuSource Valuation software to court with him has helped him to convince judges and win more cases. Read more

Case Study
How Sal Urso Does More Valuations in Less Time Featuring Salvatore Urso, Certified Business Appraiser

Sal Urso has personally interviewed over 1,000 business owners, performed over 800 business valuations and sold over 50 companies. Read more

Case Study
Behind the Scenes look at RCReports with CEO Paul Hamann and David Fein

David Fein sat down with Paul Hamann of RCReports to get a behind the scenes look at RCReports. Read more

Behind the Scenes
Frank Wisehart: See what Frank says about why he relies on ValuSource software

In 1999, Frank Wisehart was certified as a newly minted CVA. In 2003 he went on to establish his own practice. It was around this time Frank was first introduced to ValuSource business valuation software. Read more

Case Study
Behind the Scenes at TagniFi with Chad Sandstedt

TagniFi is one of ValuSource data partners and provides our data for our Guideline Company and ValuSource M&A Comps database products. We have partnered with Chad for many years and wanted our clients to hear his story. Read more

Overview
Why Ron J. Lint, ASA, Relies on ValuSource Valuation SoftwareBehind the Scenes at TagniFi with Chad Sandstedt

Ron Lint is an Accredited Senior Appraiser (ASA) and has been a valuator for 35 years and uses and loves ValuSource valuation software. Read more

Case Study
Matthew J. Pontiff uses RCReports for fast and accurate reasonable compensation analysis

After being introduced to RCReports by a colleague, Matt started using it as a beta tester. He quickly realized RCReports was the solution he had been looking for. Read more

Case Study
Learn How Jim Turner Uses ValuSource Software for SBA and M&A Valuations

Jim Turner has been a long-time ValuSource client. One of the unique aspects of his valuation practice is that he performs many SBA and M&A valuations as well as more traditional litigation-based valuations. Read more

Case Study