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
ValuSource business valuation software has been around for over 30-years with many of our users using it since it first came out. The latest version of ValuSource Valuation Software is…
Melissa CombrinckApril 24, 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
1. FREE for Existing Software Subscribers If you are already a ValuSource software user with a current subscription, there is no cost to upgrade from VSS8 to VSS9. 2. Faster…
Melissa CombrinckNovember 16, 2023
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
S-1 Filings for Valuators The reason that these filings are valuable for valuators is that they are based on a significant amount of research and can include topics such as…
Melissa CombrinckMay 11, 2023