2022 ValuationSoftware and DataResources Business Valuation Data and Software Economic Damages Calculation Software Are You Concerned About... Producing better valuations and damages calculations in less time? Increasing productivity and consistency? Increasing analysis and report quality? ZapReport Builder2 Software Subscription Includes FOUR Valuation Applications, One Low Annual or Monthly Price For more information on BVM Pro, see page 4 Professional business valuator readers voted ValuSource Pro, BVM Pro, and Express Business Valuation: #1 Valuation Software UltimateSoftware Subscription #1 Best-Selling Business Valuation Software T he Ultimate Software Suite gives you access to ALL of our valuation software products for ALL versions of Microsoft Office back to 2013, includes ALL software updates, PLUS technical support. Both single and multi-user licenses are available. 2 VALUSOUrce PrO InternAtIOnAL Do you ever need to value companies outside of the United States? ValuSource Pro International is built around International Financial Reporting Standards (IFRS) instead of GAAP so you can provide comprehensive valuation analysis and reports based on IFRS. 3 exPreSS BUSIneSS VALUAtIOn Express Business Valuation is the “light” version of BVM Pro. The main differences are: it has a summary chart of accounts, no detailed DCF method, and has fewer assumptions and options. 1 BUSIneSS VALUAtIOn MAnAger™ PrO Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis and reports) in less time. BVM Pro is a custom version of ValuSource Pro. BVM Pro contains two NACVA changes from ValuSource Pro including the addition of NACVA’s Risk Rate Component Model and benefit stream statistical analysis. BVM Pro (used by NACVA to train professional valuators), with over 90% market share, has been used by thousands of CPAs, valuators, and financial professionals for over three decades.3 nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call (800) 677-2009 See videos, sample reports, and get a FREE demo. 4 BUSIneSS VALUAtIOn rePOrt WrIter The Business Valuation Report Writer is a report module for BVM Pro and Express Business Valuation that saves you up to 50% of the time it takes to prepare and review written business valuation reports. It comes with SSVS, USPAP, and 59-60 reports. PLUS technIcAL SUPPOrt With the Unlimited Software Subscription, you get full technical support, including: support for technical issues like installation, program operation, database integration, as well as access to our team of certified valuators to help you use the software to complete specific valuation engagements. It is like having a staff of valuation software experts on your team. cOMPLete DAtABASe IntegrAtIOn KeyValueData integrates directly into all the valuation software in the SUITE. The subscription supports all versions of Office back to 2013, and you will always have access to the latest, most-compatible and optimized versions! UltimateSoftware Subscription PRICING Software is only available as part of the Ultimate Software Subscription. Single User . . . . . . . . . . . . . . . . . . . . . $1,195 / year . . . . . . . . . . . . . . . . . . or $110 per month Business Valuation Manager Pro ValuSource Pro International Express Business Valuation Report Writer (works with all valuation products) Visit website for more info and multi-user pricing. 4 1 FOLLOW BeSt VALUAtIOn PrActIceS Smart Navigator guides you through the valuation best practice process and workflow with step-by- step sequential menus—ensuring you cover all the steps, whether novice or expert. 2 BeSt DAtABASe IntegrAtIOn One-click integration that automatically populates your schedule and narrative from 12 major databases. Plus, includes pre-built analyzers with graphics, scatter charts, filters, calculators, trends, and other analytics—saving you dozens of hours. 3 MOSt cOMPrehenSIVe VALUAtIOn ScheDULeS AnD MethODOLOgIeS Includes 18 valuation methodologies and over 300 schedules to leverage industry best practices, then modify as needed. Built around excel and Word “As a Valuation Pro, LeSS I produce analysis and reports in much Better time! ” - Darrell Dorrell , CPA, MBA, ASA, CVA, CMA, ABV, CFF Professional business valuator with over 20 years of experience. * Business Valuation Manager ™ Pro the #1 BeSt-SeLLIng Business Valuation Software H ow do you complete professional valuations FASTER, more consistently, following BEST practices (whether experienced or new), with great reports, all at a price that saves MUCH more than it costs? Business Valuation Manager Pro (BVM Pro) is used in NACVA valuation certification programs, has over 90% market share, and has been used by thousands of CPAs, valuators, and financial professionals for decades. FIVE reasons to consider BVM Pro neW VerSIOn nOW AVAILABLe 5 4 hUnDreDS OF PAgeS OF SMArt AnD FLexIBLe cOntent The software framework, built on top of editable Excel worksheets, has built-in intelligence and transforms based on your assumptions. This saves beginners from making critical mistakes, while allowing experts to use as-is, or incorporate their existing spreadsheets, and finish about 50% faster. g Smartsheet Logic. Automatically determines which rows and columns should be displayed. g Smart Printing. Makes it easy to print large spreadsheets. g Smart Financial Statements. Allows you to edit and perform financial statement analyses and the program will update every associated schedule. g Smart Charting. Automatically creates the correct number of columns based on the number of years of financial statements. nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call (800) 677-2009 See videos, sample reports, and get a FREE demo. 5 InteLLIgent AnD AUtOMAtIc StAnDArDS-BASeD WrItten rePOrtS The optional report writer, built on top of Word, includes Content Intelligence to help automate the conditional narrative, hotlinks to automate changes, and hundreds of pages of standards-based report templates (including 59-60, SSVS, and USPAP) that evaluate over 400 variables within the analysis. “This is the same software I received during my NACVA certification course. Great Stuff!” Professional business valuator readers voted ValuSource Pro, BVM Pro, and Express Business Valuation: #1 Valuation Software Used by n A c VA and ISBA c ertification c ourses BVM Pro PRICING Software is only available as part of the Ultimate Software Subscription. Single User . . . . . . . . . . . . . . . . . . . . . $1,195 / year . . . . . . . . . . . . . . . . . . or $110 per month Business Valuation Manager Pro ValuSource Pro International Express Business Valuation Report Writer (works with all valuation products) Visit website for more info and multi-user pricing. 6 g Never Leave Word and Excel. Unlike many applications that create your document in another app (often online), ZapReportBuilder allows you to remain entirely in Word—using an application you already know, while simplifying and speeding up the process of getting the data you need into a document. g Leverages Existing Documents. You can take all your existing Word documents, make live links to Excel in seconds, which are all automatically updated whenever you make a change in Excel. 2 MOSt POWerFUL DAtA LInkIng tOOL FOr eASy tO cOMPLex PrOjectS g Built for Extracting Excel Data. ZapReportBuilder was designed to pull Excel data into Word. It has been used to generate some of the 1 BeSt APPLIcAtIOn tO get exceL DAtA IntO WOrD g Microsoft Word and Excel Based. ZapReportBuilder creates a ribbon within Word and Excel allowing you to link your Excel data to your Word document. Everything stays in sync. g 100% Compatible with Word. Most other document automation apps have serious compatibility issues with complex Word documents. With ZapReportBuilder, Word is used to create the document, so you never have formatting or compatibility issues. most complex documents, including valuation reports (hundreds of pages with hundreds of links) with flawless results for decades. Other systems make pulling Excel data into Word painful to impossible. g Linked Data. Brings CELLS, RANGES, and CHARTS from Excel to Word using point and click to create links. g Live Linked. Auto-update a few, or hundreds of Excel data links, with a click of a button—changes ripple through the entire document helping eliminate errors and saving time. g Variable Content. Create variable content (sentences, paragraphs, and sections) in Word, with logic in Excel to easily include or exclude content in your report—quickly and without complicated coding. FOUR reasons to consider ZapReportBuilder Zapreport Builder #1 VALUAtIOn rePOrt BUILDer Z apReportBuilder gets all the Excel data you need quickly and easily into your Word documents. When you need to generate a document based on a new Excel file, you can do it in seconds. excel data into Word— ” “ Makes it eASy to get and excel changes UPDAte automatically. Built for Business Valuation Professionals7 3 eASIeSt AnD FASteSt tO USe g Minimal Learning Curve. You do not have to learn another app if you already know Word and Excel. g Fastest Report Generator. With point-and-click, copy/paste creation, you can quickly design and generate your documents with a minimal learning curve. Can save up to 50% of the time it takes to create documents containing Excel data. g Reusable Documents/Reports. Each document can be re-used multiple times by changing the Excel data source. 4 PrIce PerFOrMAnce LeADer g Live VOICE Support. Talk to a live person and get immediate help. g FREE U.S. Based Support. No cost for support or updates. g Excellent ROI. A 300% ROI with just one report per month. Plus, eliminating errors preserves your reputation. www.nAcVA.com/store_home.asp call (800) 825-8763 LOOkIng FOr BetA teSterS! We have a MAJOR new release and need Beta Testers. Automate creating valuation reports using your Word and Excel files. We will do much of the work, but need your feedback. Benefit: Free use for first year! E-mail beta@valusource.com8 BOnUS—$995 VALUe As a benefit of NACVA membership, you will receive EconAssist® for FREE. Includes National Economic Reports (January reports), over 1,100 archived industry and metro reports, 9,400+ valuation articles, 2,300+ federal and state cases, over 1,000 conference presentations, compensation data, over 82,500 S-1 Filings, the Expert Witness Profiler, Around the Valuation World® monthly webcasts, free virtual courses, and the Mentor Support Exchange. “I was spending $500 for one database. With KeyValueData, I spent $745 and got the exact same database, plus FIFTEEN more! Nothing else compares!” 1 MOSt VALUAtIOn DAtABASeS KeyValueData provides 21 industry databases and resources—the largest selection of any valuation data supplier. Plus, all databases integrate with Excel, and most with BVM Pro and Express Business Valuation. 2 excLUSIVe BeSt-OF- cLASS DAtABASeS Also includes three databases that are 100% exclusive to KeyValueData: g RMA Annual Statement Studies Valuation Edition. The industry’s only comparative industry data, taken from over 275,000 actual business financial statements. g ValuSource Market Comps. The largest (over 49,000 comps) and oldest comparables database. g Pluris DLOM Database.™ The largest database of restricted stock transactions for calculating a discount for lack of marketability. 3 BeSt WeB InterFAce— WIth AnALytIcS Access data with smart search. Includes pre-built Excel based analyzers with graphics, scatter charts, filters, calculators, trends, and other analytics. Automatic one-click integration with BVM Pro and Express Business Valuation. 4 BeSt tech SUPPOrt Speak to technical support or to a Certified Business Valuator who can explain how to apply the data for your specific engagement. 5 BeSt VALUe—UP tO 77% DIScOUnt Available á la carte or in data bundles so you get more data for the same price and ensure you have your competitor’s data sources if ever challenged in litigation. World’s Largest Source for Valuation Databases FIVE reasons to consider KeyValueData SAVe UP tO 77 % plus FIVe more— for the same price!” - Frank Wisehart, CPA, ABV, CFE, CVA, MBA Respected valuator with over 20 years of experience. k roll c ost of c apital n avigator Basic is now included in levels “I got the exact same two databases... nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. keyValue Data ®9 (800) 246-2488 | www.KeyValueData.com | info@KeyValueData.com BUNDLE & SAVE SAVE 77 % SAVE 71 % SAVE 61 % SAVE 54 % Purchase a Database à la Carte ECON ASSIST SILVERGOLDPLATINUMTITANIUM ValuSource Market Comps (Downloads Per Year) $715 7UnlimitedUnlimitedUnlimited BIZCOMPS® (Downloads Per Year) $629 371010 Kroll Cost of Capital Navigator: U.S. Cost of Capital Module (Basic) (Downloads Per Year) $320 3710 Unlimited Navigator Pro IRS Corporate Ratios $310 RMA Valuation Edition (Includes 10 Years of RMA Data) $1,115 Kroll Cost of Capital Navigator: U.S. Cost of Capital Module (Pro) $625 Unlimited Pluris DLOM Database TM$665 ValuSource M&A Comps $665 Mergerstat Review Premiums and Discounts $140 Mergerstat Review Price to Earnings Ratios $140 Guideline Public Company Database (Downloads Per Year) 710UnlimitedUnlimited Valuation Reports Library National Economic Reports (Monthly and Quarterly Reports) Jan Only Around The Valuation World® (AVW) (Additional Fee for CPE Credit*) Archived Industry and Metro Reports (1,100+ Reports) Business Valuation Articles (9,400+ Articles) Federal & State Law Cases (2,300+ Cases) Conference Presentations (1,000+ Presentations) Compensation Data S-1 Filings (82,500+ Filings) Expert Witness Profiler Free Virtual Courses Mentor Support Exchange À La Carte Data Sources Discounts (Excludes Kroll Products) 5%10%15%N/A 15% Off Valuation Software Subscription TOTAL BUNDLE VALUE † $995$2,110$2,871$4,408$6,835 Bundle Add-Ons (Additional Yearly Fee Required § ) First Research Unlimited $1,099$1,099 $1,044$990$935 Bizminer Premium (includes 40 downloads per year) $1,299$1,299 $1,299 $1,299 $1,299 RCReports Premium $1,049$1,049$995$945$890 Unlimited CPE On-Demand Courses $995$795$595$395$195 Surgent CPE: NASBA Qualified Self-Study Courses $240$240$240$240 Single-user / Yearly § Actual Bundle Costs ‡ FREE with NACVA membership $495$835$1,735$3,135 Note: Prices and products are subject to change. * To receive CPE for attending this course, which awards bonus points for NACVA's recertification, there is an additional annual cost of $350. † Bundle value is a composition based on established retail prices if purchased separately, what competitors charge for the data/service if we do not sell it separately, and estimates of what we would charge on data not found elsewhere if we did sell the data separately. ‡ See website for details, conditions, and upgrading to unlimited BIZCOMPS. EconAssist is free with NACVA membership. § Monthly and multi-user options available (excluding Bizminer and RCReports). See website for details. Essential Valuation Data and Resources— Bundled for One Low Annual Subscription FeeNext >