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 continue. His boss on the hog farm told Jerry to put on “his city clothes” and took him to town to get him registered for […]
In this case study, we explore how Kevin Couillard and his team use Zap Report Builder to create more detailed and persuasive business valuation reports, in less time. As early adopters of Zap Report Builder, Kevin and his team have been using Zap Report Builder since the beta stage and it quickly became an indispensable […]
In this case study, we explore how Samuel Phelps has helped his clients maximize their retirement savings with Rollovers for Business Startups (ROBS) which require an annual valuation to remain compliant with ongoing IRS reporting requirements.
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 utilizing valuation software or using Excel and Word to perform valuations. At the recent 2023 NACVA conference, seasoned business valuation expert Steven Brunner, who has […]
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 this case study, we explore how Nainesh Shah, a seasoned professional in business valuation and financial strategy, successfully streamlined and accelerated the process of creating […]
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 the business valuation community access to RMA Annual Statement Studies data, for both our valuation software and Excel users. In 2005 we came to RMA […]
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 for exit planning and the balance is a mix, including gift and estate tax. Now as a respected business valuation expert, Greg has consulted and […]
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 […]
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, […]
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 […]
