Customer Insights Archives

Customer Insights David Fein

Why Valuators Benefit from Using Valuation Software

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…

Melissa CombrinckJune 25, 2025

Customer Insights

Defensible, Scalable, Strategic: How ValuSource Valuation Software Empowered Steve Brunner’s Valuation Practice for over 20 years

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…

Melissa CombrinckMay 27, 2025

BVDataWorld Customer Insights Kroll Cost of Capital Navigator

Case Study: Leveraging Kroll Cost of Capital Data to Support and Enhance Your Valuation Analysis

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…

Melissa CombrinckOctober 21, 2024

Customer Insights

Journey From Hog Farmer to Valuation Expert. Why Jerry Shelton Chooses ValuSource Data and Software

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…

Melissa CombrinckJune 14, 2024

Customer Insights Software Zap Report Builder

Using Sync Warrior to Make More Persuasive Business Valuation Reports that Tell the Winning Story in Litigation. Featuring Kevin Couillard, ASA, CFA

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…

Melissa CombrinckMarch 1, 2024

Behind the Scenes Customer Insights

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…

Melissa CombrinckSeptember 20, 2023

Behind the Scenes Customer Insights

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

This article is based on a presentation done at the June 2023 NACVA conference at Snowbird, Utah by Steve Bruner and David Fein. Valuators often grapple with the choice between…

Melissa CombrinckAugust 30, 2023

Customer Insights Sync Warrior

Using Sync Warrior to Automate Engagement Letters and Valuation Reports in Word and Excel. Featuring Nainesh Shah, CFA

3-4 hours to customize engagement letters cut to 10 Minutes! Using Sync Warrior to Automate Engagement Letters and Valuation Reports in Word and Excel. Featuring Nainesh Shah, CFA In this…

Melissa CombrinckJune 13, 2023

Behind the Scenes Customer Insights RMA

RMA: A Century of Banking Data

ValuSource’s CEO David Fein discusses RMA’s rich history and rich data with Shea Scarpa and Carly Edmondson Overview ValuSource has been working with RMA for over 30 years to provide…

Melissa CombrinckJuly 7, 2022

Customer Insights

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. One third are for SBA loans, another third…

Melissa CombrinckNovember 4, 2021

Customer Insights

Why Valuators Benefit from Using Valuation Software

Defensible, Scalable, Strategic: How ValuSource Valuation Software Empowered Steve Brunner’s Valuation Practice for over 20 years

Case Study: Leveraging Kroll Cost of Capital Data to Support and Enhance Your Valuation Analysis

Journey From Hog Farmer to Valuation Expert. Why Jerry Shelton Chooses ValuSource Data and Software

Using Sync Warrior to Make More Persuasive Business Valuation Reports that Tell the Winning Story in Litigation. Featuring Kevin Couillard, ASA, CFA

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

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

Using Sync Warrior to Automate Engagement Letters and Valuation Reports in Word and Excel. Featuring Nainesh Shah, CFA

RMA: A Century of Banking Data

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

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