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
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
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
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
Valuators can choose to either build and maintain their own Excel spreadsheets and Word report templates or use valuation software to help make the valuation process more efficient. There are…
Melissa CombrinckJuly 24, 2023
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
David Fein sat down with Michel Molder, who is responsible for reviewing and submitting the cases to the Case Law database, to get a behind-the-scenes look at this valuable database.…
Melissa CombrinckApril 13, 2023
The Case for Business Valuation Software by David Fein David Fein, CEO of ValuSource joined the Around the Valuation World team on January 23, 2023, to talk about business valuation…
Melissa CombrinckMarch 15, 2023
Nine Reasons to Start Using our Latest Valuation Software (VSS9) For 36 years we have been focused on building the best valuation software to help business valuation professionals automate and…
Melissa CombrinckNovember 11, 2022