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
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
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
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…
Melissa CombrinckJuly 7, 2022
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…
Melissa CombrinckNovember 4, 2021
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…
Melissa CombrinckSeptember 13, 2021
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…
Melissa CombrinckJuly 2, 2021