Valuation professionals have two primary options when conducting business valuations: they can either build and maintain their own Excel spreadsheets and Word-based report templates or utilize specialized valuation software to…
Having good people and networking skills in one of the most crucial parts of forming successful personal and professional relationships. Learning how to do this isn’t easy, most people are…
Background Steve Brunner, CPA, CVA, MAFF, CM&AA brings over 29 years of public accounting experience, with a concentration in business valuation, taxation, and M&A consulting. After years in senior roles…
If you’re a business valuator, you’ve likely experimented with AI tools like ChatGPT, Google Gemini or Claude. However, much of the guidance available is either overly simplistic or too abstract…
Frank Wisehart is a Director at Berkeley Research Group (BRG) with over 25 years of experience in business valuation and forensic accounting. Based in the San Francisco Bay Area, Frank…
Journey From Hog Farmer to Valuation Expert. Why Jerry Shelton Chooses ValuSource Data and Software After working as a successful hog farmer, Jerry’s allergies made it impossible for him to…
ValuSource business valuation software has been around for over 30-years with many of our users using it since it first came out. The latest version of ValuSource Valuation Software is…
In this case study, we explore how Kevin Couillard and his team use Sync Warrior to create more detailed and persuasive business valuation reports, in less time. As early adopters…
1. FREE for Existing Software Subscribers If you are already a ValuSource software user with a current subscription, there is no cost to upgrade from VSS8 to VSS9. 2. Faster…