Company History |
David Fein's Bio |
ValuSource Partners |
ValuSource Press Room |
Case Studies |
ValuSource in the Community
The bottom line is simply this: It doesn’t matter if one is a CPA performing a business valuation, an investment bank structuring a deal, someone interested in the value of a small to mid-sized business, or someone who wants to benchmark a medical practice, ValuSource has the right solution.
ValuSource automates the time-consuming and complex process of business valuation. With 80 percent of the market for business applications, data, and report writers, we provide the critical software tools utilized by thousands of CPAs, investment banks, and financial professionals and countless business owners and stakeholders. In partnership with the MGMA, ValuSource is also the leading provider of medical practice benchmarking software.
The value of our products is not limited to the U.S., however. Around the world, a growing number of financial professionals and valuation experts seek out our software to value companies and structure deals. Because of the increased interest in business valuations based upon international accounting standards, ValuSource has developed international versions to meet demand.
Company History
ValuSource was first headquartered in a small San Diego apartment, where 80-hour work weeks became routine. The company’s initial products were developed for CPAs, who gladly traded in their home-brewed Lotus spreadsheets for ValuSource's more professional, standardized business valuation applications. Among these were merger and acquisition products designed to value companies and determine the impact of a merger on the bottom line, as well as assist both buyers and sellers in valuing a company and structuring a deal.
Word soon spread about the power of ValuSource products. CPAs, M&A and other financial professionals, business brokers, and business owners decided that using ValuSource products made infinitely better sense than attempting to design and build their own valuation and deal-structuring applications.
CPAs wanted a tool that was powerful enough to bring into court. Business owners and potential purchasers wanted to be sure they were negotiating a fair price for a business. Investment banks wanted tools to consider every possible “what if” scenario before committing money to a deal.
The company has recently launched a number of powerful initiatives, solidified important partnerships, and poised itself for aggressive growth. On the technology front, ValuSource has worked closely with Microsoft to develop state-of-the-art products built around Microsoft Office. This gives ValuSource clients the best of both worlds: A comprehensive stand-alone application that incorporates everything needed to perform business valuations, as well as the power and flexibility to customize formats, formulas, and documents in Excel and Word.
Two of ValuSource’s most important partnerships are with the National Association of Certified Valuation Analysts (NACVA) and the Medical Group Management Association (MGMA).
NACVA is the largest business valuation association in the world, and its two business valuation credentials, the Certified Valuation Analyst (CVA) and Accredited Valuation Analyst (AVA), are the only business valuation designations accredited by the National Commission for Certifying Agencies (NCCA). Founded in 1991, NACVA now has over 7,000 members and exclusively resells ValuSource software and supports ValuSource through its conferences, catalogs, and sales teams.
The MGMA, founded in 1926, is the nation's principal voice for medical group practice. MGMA's 20,000 members manage and lead more than 12,000 organizations in which more than 242,000 physicians practice. ValuSource develops all of MGMA’s interactive CD products.
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David Fein
CEO, ValuSource, KeyValueData, and Institute of Business Appraisers
David Fein is an entrepreneur, world traveler and adventurer. At 16, he was the second-youngest person ever to set foot on the South Pole. To put himself through college, David started and ran a sailboat charter business. At the age of 25, he fulfilled a long-time dream by sailing across the Pacific to Tahiti on a 34-foot sailboat. In 1986, after returning from Tahiti, he co-founded ValuSource and became its president, and shortly thereafter started Kids Express with his wife Michelle. Kids Express was an alternative K-9 school which focused on academic excellence, self-awareness, interpersonal communication, and personal responsibility. Over the past 25 years, ValuSource has become the leading provider of business valuation software in the World. In 1994 David had sold ValuSource to the global publishing company John Wiley & Sons (JWS). Later it became clear that ValuSource needed its independence back in order to continue to prosper so David re-purchased the company. Leveraging off ValuSource’s technology and partnerships, David acquired additional, related companies and has now positioned ValueSource for a phase of global expansion. David’s mission and focus have always been to cultivate both personal and professional excellence through the art of business. He holds a bachelor’s degree in computer science and an MBA. You may reach him at 719-799-6025 or at 
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ValuSource Partners
National Association of Certified Valuation Analysts
NACVA is a global, professional association that supports the business valuation, litigation consulting, and fraud deterrence disciplines within the CPA and professional business advisory communities.
Along with its training and certification programs, NACVA offers research support, marketing tools, software, journals, reference materials, and proprietary databases to enhance the professional capabilities and capacities of its members.
» Go to the NACVA Web Site
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Medical Group Management Association
The MGMA, founded in 1926, is the nation's principal voice for medical group practice.
MGMA's 20,000 members manage and lead more than 12,000 organizations in which more than 242,000 physicians practice.
» Go to the MGMA Web Site
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Institute of Business Appraisers
The Institute of Business Appraisers is the oldest professional society devoted solely to the appraisal of closely-held businesses.
Established in 1978, the Institute is a pioneer in business appraisal education and professional accreditation.
» Go to the Institute of Business Appraisers' Web Site
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ValuSource Press Room
Press Releases | Radio Broadcasts | Case Studies
Press Releases
» David Fein, ValuSource CEO has been nominated for the prestigious Ernst & Young Entrepreneur of the Year award.
» 5/11/2010 - VALUSOURCE UNVEILS WEB-BASED PLURIS DLOM DATABASE™
ValuSource, the leader in business valuation software, today announced the launch of the web-based Pluris DLOM Database™, the most comprehensive database ever for determining discounts for lack of marketability (DLOM).
» Read the VALUSOURCE UNVEILS WEB-BASED PLURIS DLOM DATABASE™ Press Release
» 4/28/2009 - ValuSource Introduces Online Public Company Data Valuation Database and Analyzer
ValuSource Software, the leader in business valuation software, today announced the release of its online Public Company Data valuation database and analyzer tool.
» Read the ValuSource Introduces Online Public Company Data Valuation Database and Analyzer Press Release
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Radio Broadcasts
» 7/21/2011 - David Fein, ValuSource CEO talks with host Caz Taylor on Small Business Advisory Radio (http://www.wsradio.com/) about owners assessing the values within their businesses to improve operations and profits. Download the Broadcast
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ValuSource Case Studies
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Glenn Haddad Case Study
Read why veteran business broker Glenn Haddad relies on ValuSource's Business Evaluation Systems to value small businesses. "By answering just 72 questions in about 45 minutes, a business owner gets a great general idea about what his business is worth," Haddad says. "I rarely use anything other than BES."
» Read the Glenn Haddad Case Study
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Sipes & Associates Case Study
Read why Bill Sipes makes ValuSource software the key tools in his valuation services. "I can grab raw data from all sorts of different databases and transfer it seamlessly into my own templates and formats. ValuSource provides me with data and analysis I’m confident in, and don’t need to second guess."
» Read the Sipes & Associates Case Study
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Yale Group Case Study
Read why Rob Gettinger, senior investment banker at the Yale Group, says ValuSource products enhance his business valuation services. "ValuSource gathers information on current business valuations in every market in every region," Rob enthuses. "The software automates the number crunching for any of a number of different valuation approaches, but just as importantly, ValuSource intelligently generates written reports that back up a valuation rationale."
» Read the Yale Group Case Study
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ValuSource in the Community
ValuSource and its employees participate in community betterment wherever possible. Most recently, CEO David Fein found himself in the midst of a major community effort after trying to give away an old artificial Christmas tree. There were so many heart-wringing appeals from those in Colorado Springs who couldn’t afford a tree last year that David and many others spent time and money in bringing a little extra happiness to over 100 homes in the ValuSource home town. Read more about Operation Christmas Tree in The Gazette (Colorado Springs), and Fox Business.
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