Knowledge Sharing for Valuation Professionals
Take our Survey Knowing what your peers are thinking and doing can be really helpful, so we are going to be doing occasional surveys. They will be very SHORT so it won’t take you much time to fill out. We think the results we will share will you will make it more than worth your […]
12-week Year by Brian P. Moran and Michael Lennington Reviewed by David Fein
I’m always looking at ways to become more productive and get more of the right things done in less time. A few years ago, I found the book 12-week year and love it. It’s pretty clear that having personal and professional goals are the building blocks to bigger and faster success. In business or in […]
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. In addition, he has over 25 years of experience in managing and operating small businesses. His unique perspective as both a business broker and valuator make him a sought after and well respected professional. Getting Started […]
Mastering Rockefeller Habits Reviewed by David Fein
Mastering Rockefeller Habits by Verne Harnish is probably one of the most important books I have read in my over 36 years as an entrepreneur. I, like many other entrepreneur’s, started ValuSource with a dream, and did things mostly by the seat of my pants. At one point we lost a very significant partner and […]
Lifebook Reviewed by David Fein
I’ve done many programs to improve my life including Tony Robbins, Life Springs, and 7 Habits of Highly Effective People. A few years ago, I completed the Mindvalley Lifebook program. I loved it! It’s simple, powerful and at the end you have a 12 chapter “Lifebook” that contains your detailed plan to create the life […]
Building & Maintaining Valuation Software for Microsoft Excel & Word
Putting together these newsletters, we get to hear from many of our users and their success stories using our software. I am so impressed by how both new valuators and highly experienced valuators, in both single person firms and large firms, use our software to create thriving valuation practices. From divorce, litigation, IRS to SBA […]
Meditation in a New York Minute: Super Calm for the Super Busy By Mark Thornton
Do you have any stress in your life? Want to replace stress with super calm (it’s very possible!)? You can with meditation, but it’s not what you think! Meditation does not require special ninja skills, take lots of time or for you to believe anything “mystical”, intrigued? As a busy father, husband, grandfather, CEO and […]
Learn How Jeff Harwell Uses Damages Advocate to Increase Profitability and Responsiveness

Jeff Harwell is a professional business valuator and damages specialist with over 35 years of experience. As the managing Principal of Harwell & Company, his skill includes valuation for the purpose of merger and acquisition, divorce, tax matters related to gift and estate, shareholder disputes, expert witness testimony, exit planning, lost earnings and economic damages, […]
A 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. David: Thank you for your time today. Let us start with how you got into reasonable compensation. Paul: After graduating from college with a degree in entrepreneurship, I quickly realized no one wants to hire someone who […]
Frank Wisehart: See what Frank says about why he relies on ValuSource software

Overview 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. In 2011, Frank was offered a role at a regional accounting firm where he went from managing a team […]