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
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
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
3-4 hours to customize engagement letters cut to 10 Minutes! Using Zap Report Builder to Automate Engagement Letters and Valuation Reports in Word and Excel. Featuring Nainesh Shah, CFA In…
Melissa CombrinckJune 13, 2023
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
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
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…
Melissa CombrinckSeptember 13, 2021
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…
Melissa CombrinckJuly 2, 2021
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…
Melissa CombrinckJune 7, 2021