Products

Public Company Data

Get the public company data and ratios you need, faster and more cost effectively than ever before. This gives solid guidelines for your transaction work, both in terms of public company comparables, and also perspective on differences to private market transactions. Public Company Data provides fast selection and data export with ValuSource’s Guideline Analyzer Excel spreadsheet for selection of appropriate company data for as little as $195.

DoneDeals® / Mid-Market Comps

DoneDeals® and Mid-Market Comps both provide almost 7,000 comparable sales transactions for private and public mid-market companies over the prior 10 years. Business sale price ranges from $1 million to $250 million, with 50% being under$10 million. For M&A work this is a “must have reality check” to compliment your capital structured models. DoneDeals® provides the most current data, with quarterly updates delivered via email. If you don’t need quarterly updates, you can save money by purchasing Mid-Market Comps.

$665

ValuSource's RMA Annual Statement Studies™ Valuation Edition

A new enhanced RMA Annual Statement Studies™ product specifically for appraisers. In addition to the data contained in our standard RMA Annual Statement Studies™ database (see below), 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. ValuSource's RMA Annual Statement Studies™ Valuation Edition has more of what the valuation professional needs, and is available exclusively from ValuSource.

$595

Pluris DLOM Database™

The Pluris DLOM is your best source of data for arriving at your discount for lack of marketability. Why? Because recent court decisions point to three key characteristics the courts like to see in the calculation of discount rates:

• Data drawn from restricted stock studies
• Data drawn from similar companies
• Data drawn from recent transactions

The Pluris DLOM is the largest restricted stock DLOM database available on the market today. It gives you the widest possible range of industries and company sizes. The data is updated quarterly to provide you with the most recent transactions for your valuations.

$445

IBA Market Data

IBA Market Data is the largest and most useful collection of transaction data for small to medium businesses. It is an invaluable resource for the Market Approach to valuation of privately held businesses, and now it is available without IBA membership requirements.

$340

Duff and Phelps Risk Premium Report and Risk Premium Analyzer

The Duff and Phelps Risk Premium Report is an invaluable resource for developing equity risk premiums for small companies. The Risk Premium Report PLUS the Risk Premium Analyzer is now available from ValuSource. The data can be used by both Excel users and ValuSource software users, including ValuSource Pro, Business Valuation Manager Pro and Express Business Valuation. The Risk Premium Report is gaining in popularity among valuators and you can no longer afford to ignore this approach to developing equity risk premiums.

$455

BIZCOMPS®

BIZCOMPS® provides almost 10,000 comparable sales transactions, over a 10 year period, for businesses that have sold for less than one million dollars. The built-in Market Data Appraisal Module automatically generates a 10+ page appraisal report in under 30 minutes. This provides an exceptional perspective for relatively small company transactions.

$465

RMA Annual Statement Studies™

The RMA Annual Statement Studies™ provide industry standard financial statement benchmarking data for over 700 industries. The data includes income statement and balance sheet common size comparisons as well as nineteen operating ratios. The data is used by ValuSource under license from RMA.

$260

SBBI® (Stock, Bonds, Bills and Inflation®)

The SBBI® Valuation Yearbook is the industry standard reference for determining company risk and cost of capital. Both Express Business Valuation and ValuSource Pro use SBBI® as the basis of calculating discount and capitalization rates. This is a must-have valuation book and database.

$125

Mergerstat Review Premiums and Discounts

Mergerstat Review Premiums and Discounts data provides an important indicator of premiums and discounts for M&A transactions. This database offers Premiums and Discounts segregated by 50 industries for the past five years.

$125

Mergerstat Review Price to Earnings

Mergerstat Review Price to Earnings Ratios provides an important benchmark on an industry's value. This database offers P/E's segregated by 50 industries for the current year and a five-year weighted average. Vital for a considered M&A approach.

$225

IRS Corporate Ratios

The IRS Corporate Ratios provides industry standard financial statement benchmarking data for over 250 industries. This data will assist you in benchmarking a target company's financial performance against industry norms.

$250

National Economic Review (NER)

The National Economic Review is an overview of the major factors affecting the economy and includes discussions of the current and expected performance of the national economy, interest rates, employment, inflation, the stock and bond markets, and construction, housing and real estate. Are the prices of companies moving up or down due to macroeconomic factors? Understand why.