Software and Data User Newsletter

Newsletter May 2025

Welcome to the May 2025 ValuSource Newsletter

Customer Insights

Case Study: Defensible, Scalable, Strategic - How ValuSource Valuation Software Empowered Steve Brunner’s Valuation Practice for over 20 years. 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 at regional firms in Ohio and Kentucky, he founded his own practice, where Steve does 25-30 valuations per year comprising over 50% of his billable work.

In Case You Missed It - Professional Deep Dive

When a Single NAICS Code is Not Enough: Financial Statement Benchmarking Strategies for Multiple Industry Companies Valuation experts frequently encounter scenarios where a subject company doesn't fit neatly into a single North American Industry Classification System (NAICS) code. Instead, the business spans multiple industries, complicating the benchmarking and valuation process.

Get Quick Answers to Your Data and Software Questions.

The ValuSource Support Center is a comprehensive resource designed to help users get the most out of our products. The site features a robust knowledge base with step-by-step articles, FAQs, and video tutorials covering a wide range of topics—from software installation and setup to troubleshooting and advanced functionality. Whether you're using ValuSource Pro, BVM Pro, or other tools, the support center provides clear, user-friendly guidance to help you resolve issues and make the most of your valuation software.

Microsoft Word & Excel Tips for Valuators

Save time with Auto Text in Word Much like using formatting to standardize the layout of documents, Word also makes it easier to repeat copy that you use over and over, like clauses or boilerplates. Follow these simple steps to create Auto Text.

From David Fein's Desk

Little Black Book of Connections: 6.5 Assets for Networking Your Way to Rich Relationships By Jeffrey Gitomer, Review by David Fein 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 not sure how or where to start since most of the books available cover networking from a very high level, but most don't get down into the weeds like Jeffrey Gitomer does in the Little Black Book of Connections.

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