This month’s edition brings practical insights and tools to support your valuation work—from strategy and benchmarking to software and soft skills. We spotlight Steve Brunner, CPA, CVA, MAFF, CM&AA, whose 20+ year journey with ValuSource software showcases how scalable, defensible tools can shape a thriving valuation practice. You’ll also find guidance on benchmarking when a single NAICS code doesn’t quite fit, a powerful Word tip to speed up your reporting, and a book review on building meaningful professional connections.
Let’s dive in.