< Previous10 • Removed duplicates • Clarified the definitions • Search defaults to 10 years (but optionally search up to 30) V aluSource Market Comps is the largest and most useful collection of transaction data for small to medium businesses. It is an invaluable resource for the market approach to valuation of privately held businesses. ValuSource Market Comps 1 OLDeSt AnD LArgeSt cOLLectIOn OF trAnSActIOn DAtA With over 49,000 comparable transactions spanning 30 years, the data is an indispensable resource for the market approach to valuation— much bigger than similar competing databases like BIZCOMPS® (12,000+) or Pratt’s Stats (27,000+)—at a much lower price! 2 IntegrAteS WIth exceL AnD VALUSOUrce VALUAtIOn APPLIcAtIOnS The ValuSource Market Comps Database downloads directly into Excel as well as into the ValuSource valuation applications, including: ValuSource Pro, BVM Pro, and Express Business Valuation. 3 SMArt SeArchIng Newly added flexibility means you can search on SIC code, description, sale date (defaults to 10 years but optionally up to 30), location, sales, discretionary earnings, price, price to sales, and price to discretionary earnings. 4 AnALyZer tOOLS In addition to exporting data directly into Excel, you also receive two powerful Excel-based analyzers: g Comparable Analyzer. Uses regression lines (ordinary least squares), histograms, statistics, and scatter charts to describe the population. g DMDM Analyzer. Uses the direct market data method to rank your subject company against the industry range provided by the comparable transactions. Combined, these tools help you make sense of the comparable data so you can make better decisions about how to apply the data in a valuation as well as how to defend those decisions. 5 cUrrent DAtA The ValuSource Market Comps Database is updated quarterly so you always have the most up-to- date information available. FIVE reasons to consider ValuSourceMarket Comps exclusively Available from ValuSource ValuSource Market Comps PRICING Single-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $715 Multi-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,145 nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. See page 9 for bundles that include this database! The ValuSource Market Comps has been enhanced11 See page 9 for bundles that include this database! 5 eASILy AnALyZe AnD chArt DAtA Statistical analysis (high, low, mean, median, standard deviation) of selected transactions, including: Revenue, Enterprise Value, Equity Value, EBITDA, EBIT, Net Income, and Book Value. Charts of Enterprise Value to Annualized Revenue, Enterprise Value to EBITDA, Enterprise Value to EBIT, Equity Value to Net Income, and Equity Value to Book Value. ValuSource M&A Comps 1 cOMPrehenSIVe cOrPOrAte trAnSActIOn DAtA With the ValuSource M&A Comps database, you receive hard-to- obtain corporate transaction details for private mid-market companies. Includes multiples on the sales of mid-size companies, so your valuations are based on real data. 2 reALtIMe DAtA Powered by Tagnifi, ValuSource M&A Comps data is continuously updated. With hundreds of quality control checks to make sure the data is accurate and complete, means you always have access to the latest and most accurate data. 3 IntegrAteS WIth exceL AnD VALUSOUrce VALUAtIOn APPLIcAtIOnS ValuSource M&A Comps downloads directly into Excel as well as into the ValuSource valuation applications, including: ValuSource Pro, BVM Pro, and Express Business Valuation. 4 cUStOM SeArch OPtIOn Perform custom searches for data by any field. Easily distinguish between Stock and Asset Transactions or select data by SIC or description. V aluSource M&A Comps provides over 10,000 comparable sales transactions for private mid-market companies over the prior 10 years. Data is collected from public SEC filings when public companies acquire a private company. FIVE reasons to consider Vaulsource M&A Comps exclusively Available from ValuSource ValuSource M&A Comps has 200% MOre DeALS, providing more options better comps and ValuSource M&A Comps PRICING Single-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $665 Multi-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,065 nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. 12 Kroll Cost of Capital Navigator: U.S. Cost of Capital Module (Basic*) nOW INCLUDED IN titanium continues to include the U.S. cost of capital Module (Pro). Silver , gold , or Platinum subscriptions. kroll Cost of Capital navigator: U.S. cost of capital Module 3 enhAnceD OUtPUtS Export more robust and comprehensive documentation of the user’s cost of capital assumptions, sources, analysis, and results as PDF or in Excel. 4 exceL ADD-In This powerful new tool enables users to directly import cost of capital data in their own Excel spreadsheets. DAtA IncLUDeD In the U.S. cOSt OF cAPItAL MODULe 1 SIZe PreMIA AnD rISk PreMIA g CRSP Deciles 1–10 size premia, plus the 10th Decile split g Risk Premium Report Size Study size premia and “risk premia over the risk-free-rate” 1 “SIZe” tABLeS Includes CRSP Deciles Size Study and Risk Premium Report size premia tables that are viewable within the Navigator. 2 eStIMAte WAcc Develop into weighted average cost of capital (WACC) estimates. g Risk Premium Report Risk Study “risk premia over the risk-free rate” g High-Financial-Risk Study size premia and “risk premia over the risk- free rate” g Comparative Risk Study (fundamental risks of companies comprising Risk Premium Report Size Study portfolios) 2 rISk-Free rAteS g Spot long-term risk-free rates (from the Federal Reserve, updated daily) g Kroll long-term normalized risk-free rate (adjusted for impact of flights-to-quality, actions of the Federal Reserve, and inflation expectations) T he Kroll Cost of Capital Navigator is an interactive, web-based platform that guides valuators through the steps of calculating Cost of Capital, a key component of any valuation analysis. neW! now Included in keyValueData Bundles at no additional cost, Or BUy standalone! FOUR reasons to consider Kroll Cost of Capital Navigator: U.S. Cost of Capital Module keyValue Data ®13 U.S. cost of capital Module Basic Version (two most recent years) Single-User . . . . . . . . . . . . . . . . . . . . .$320 . . . . . . . . .+$135 per Basic additional user Pro Version (all years 1999–present) Single-User . . . . . . . . . . . . . . . . . . . . .$625 . . . . . . . . . . +$305 per Pro additional user U.S. Industry Benchmarking Module Provides over 300 critical data points (depending on data availability) for approximately 170 U .S . industries Basic Version (two most recent years, updated quarterly) Single-User . . . . . . . . . . . . . . . . . . . . .$695 . . . . . . . . .+$305 per Basic additional user Pro Version (all years 2014–present, updated quarterly) Single-User . . . . . . . . . . . . . . . . . . . . .$995 . . . . . . . . . . +$459 per Pro additional user International cost of capital Module Provides users with guidance and data for estimating cost of capital on a global scale Basic Version (two most recent years, updated quarterly) Single-User . . . . . . . . . . . . . . . . . . . . .$995 . . . . . . . . .+$459 per Basic additional user Pro Version (all years 2014–present, updated quarterly) Single-User . . . . . . . . . . . . . . . . . . . .$1,495 . . . . . . . . . . +$659 per Pro additional user International Industry Benchmarking Module Industry-level statistics for approximately 90 industries in four global regions with data going back to March 2015 . Basic Version (two most recent years, updated quarterly) Single User . . . . . . . . . . . . . . . . . . . . .$695 +$305 per Basic additional user Pro Version (all years 2015–present, updated quarterly) Single-User . . . . . . . . . . . . . . . . . . . . .$995 . . . . . . . . . . +$459 per Pro additional user 3 U.S. eqUIty rISk PreMIA (erPS) g 1926–present Historical (i.e., realized) ERP g 1926–present Supply-side ERP g Kroll Recommended ERP (reflecting current point in business cycle) 4 BetA g Industry-level betas (Full- Information, Vasicek-Adjusted, Sum, and High-Financial-Risk Betas) g Industry Risk Premia for use in the Build-up Method g Debt betas (for unlevering and relevering betas) 5 cOMPAny LIStS g List of companies used to calculate Full-Information Betas and Industry Risk Premia (updated quarterly) g List of companies used to calculate “Pure-Play” U.S. industry statistics (updated quarterly) *TThe U.S. Cost of Capital Module Basic subscription has EVERYTHING contained in the regular Basic U.S. Cost of Capital Module, but limits the number of cost of capital analyses/ downloads based on your subscription level. The limits are three cost of capital analyses/downloads for Silver, seven for Gold, and ten for Platinum. Data is updated quarterly. Save up to 40% visit www.valusource.com/ navigatorpackages nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call (800) 677-2009 See videos, sample reports, and get a FREE demo. 14 R CReports features an exclusive wage database with more than 12.9 million data points and a simple system to generate lightning-fast Reasonable Compensation reports that are objective, accurate, and backed by proprietary methodology combining IRS criteria, court rulings, and geographic data. rc Reports 1 SOLVeS the cOMPenSAtIOn cOMPLexIty PrOBLeM RCReports provides an exclusive wage database with more than 12,917,500 wage data points, (of which, more than 60% are unique to RCReports) covering virtually every possible position and geographic region, it is easy to determine a business owner’s Reasonable Compensation broken down by job title, duties, and percentage of time spent. 2 SAVeS tIMe AnD MOney Access reports for planning, compliance, or normalization within minutes through an intuitive, cloud-based platform, removing all guesswork and providing full documentation and transparency around your client’s compensation. 3 InDePenDent thIrD- PArty SOUrce With built-in industry, legal, IRS criteria, and salary data intelligence, tax advisors, valuators, and forensic accountants gain access to credible and independent Reasonable Compensation calculations with guaranteed cover in the event of an IRS audit or litigation. Every report provides you with supporting resources, including: case law, IRS rulings, whitepapers, and more. 4 cOMPrehenSIVe reSOUrce LIBrAry Every Reasonable Compensation report is supported by the Resource Library, which contains tools and documents to help you get the most out of your subscription. It includes tools specific to business valuators from the IRS as well as general information about Reasonable Compensation. From customizable letters to court ruling analyses to white papers, the Resource Library is worth the price alone. 5 cOMPrehenSIVe MethODOLOgy rePOrt RCReports offers four different reports to choose from: S Corp and C Corp, Tax Compliance, Normalizing Compensation for Valuation and Planning, as well as three approaches: Cost, Market and Income. Additionally, you can present your client with a digital interview to help you gain an understanding of how they spend their time and what services they provide for their business. FIVE reasons to consider RCReports rc Reports PRICING Basic (two seats) . . . . . . . . . . . . . . . . . . . . . . . $749 Premium (three seats) . . . . . . . . . . . . . . . $1,049 #1 reasonable compensation Analysis Solution “ ” Whereas you may have to spend 4 hours, 6 hours, or minutes with several scenarios. in some cases, 2 or 3 days to determine Reasonable Compensation for a given party, now this can be done in a matter of - Michael Gregory, CVA, CBA, ASA, (former IRS Agent) Reasonable compensation expert. n OW AVAILABL e BU n DL e D e ALS nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. 15 Bizminer Industry Market Series with monthly updates. 9,000 industries—any U.S. or local market area. three-yeAr InDUStry MArket reSeArch trenDS competitive analysis, mapped intelligence, easy to customize. Industry and geographic data covering 9,000 industries by zip code, county, metro, or state. n OW AVAILABL e BU n DL e D e ALS nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. 1 SAVeS tIMe AnD MOney Bizminer has the most cost-effective industry and geographic data on thousands of U.S. market areas. Reports are available in both Excel and PDF formats and are delivered to you immediately. 2 most cUrrent DAtA Access over a billion data points with more sources than any other similar report. Sources include: the IRS, U.S. Economic Census, Bureau of Labor, and more. The Bizminer Premium option includes over five million reports. 3 DetAILeD FInAncIAL AnALySIS g U.S. Industry Financial Profiles. g Local Industry Financial Profiles. BizBenchmarker is now consolidated into this product. g Sole Proprietor Industry Financial Series. Includes expanded metrics and ratios. 4 DetAILeD MArket AnALySIS g Compelling Industry Market Research Trends for 9,000 Lines of Business. g Retail Sales per Square Foot Report. g Available by Radius as well as U.S.-State-Metro-County-Zip. the Bizminer Financial and Industry Market Databases: Bizminer Local Industry Financial Reports— Rock-solid industry financial ratios, balance sheet, and detailed Profit and Loss statements, State and Metro reports: 36 financial ratios. Co-brand and customize. (Starter and Premium) Bizminer U.S. Industry Financial Reports—Rock-solid industry financial ratios, balance sheet, and detailed Profit and Loss statements. U.S. reports with 34 financial ratios; three–five-year reports and up to 10 more legacy data years. Co-brand and customize. (Starter and Premium) Bizminer Industry Market Series— Three-year industry market research trends with monthly updates. 9,000 industries—any U.S. or local market area. Competitive analysis, mapped intelligence, easy to customize. (Premium ONLY) FOUR reasons to consider Bizminer B izminer is the gold standard for industry and geographic data. There is simply no other analysis out there that consistently reports at Bizminer’s level of detail. With 9,000 lines of business in thousands of U.S. market areas included in their analysis, you will get the most specific and accurate information, and metrics not available from any other source. Biz miner Suite Biz miner PRICING Single-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,29916 Y ou often need to know your client’s industry and unique markets well enough to understand their impact on your valuation. You could spend hours with generic industry reports, questionable internet sources, or get all the right information you need in minutes. “ We found the reports to be a for accessing pertinent industry data.” cLeAr, cOncISe, First Research One StOP reSOUrce 1 cOMPrehenSIVe InDUStry cOVerAge First Research provides industry profiles covering over 1,000 industry segments, including a comprehensive suite of local and national data. 2 MOSt AccUrAte AnD UP-tO-DAte First Research industry profiles contain critical analysis, statistics and forecasts typically updated monthly, quarterly, or annually to remain current. It is supported by a team of seasoned industry researchers with deep knowledge in banking, finance, computers, telecommunication, manufacturing, media, retail, and real estate. 3 the rIght kInD OF InFOrMAtIOn First Research has all the information you need in one place to help you quickly grasp how an industry operates, the competitive landscape, and how your client stacks up. The report includes: complete industry snapshots, compiles regulatory requirements and outside influences, monthly economic insights by state and province, and industry performance against peers (with financial data). 4 FASteSt tO IntegrAte You get the right kind of information, so you can copy and paste directly into your valuation report—saving you time. the #1 SOUrce for Industry Profiles 5 AFFOrDABLe PrIcIng AnD BeSt VALUe First Research is one of the most affordable industry reports— almost half the price of any major competitor (with more reports and much greater accuracy). FIVE reasons to consider First Research First Research PRICING Unlimited Subscription . . . . . . . . . . . . . . $1,099 Single Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . $139 covers Over 1,000 Industry Segments and Used by 90% of Fortune 500 Dun & Bradstreet INTRODUCING by - Clayton R. Lee, II Executive Vice President, Credit Administration, Regions Bank n OW I nc LUD e S 17 , 000 A rch IV e D re PO rt S nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. 17 retirement, life span, employment, dependents, household services, medical expenses, and other damages. 4 IncLUDeS SeVen DAtABASeS —Free Databases cover: life expectancy, earnings by occupation, fringe benefits, pre-trial earnings growth, life expectancy of dependents, household services, and pre-trial growth of household services. 5 S MArt AnD FLexIBLe cOntent—LIke An ecOnOMISt-In-A-BOx Built-in intelligent schedules transform based on your assumptions and saves beginners from making critical mistakes, while allowing experts to finish much quicker. Includes Smart Logic which looks at your assumptions and intelligently determines which fields and choices should be displayed. Plus, the output is delivered in Word and Excel, so it is easy to modify. 6 InteLLIgent AnD AUtOMAtIc WrItten rePOrtS The report writer creates the narrative, work schedules, and exports to Excel, Word, and PDF. It includes a standard 13-page damages report with all the necessary schedules to defend your damages position. Plus, any changes are hot-linked and ripple through your damages report automatically. Damages Advocate PRICING Annual subscription prices. One Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $495 Two Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . $795 Three Modules . . . . . . . . . . . . . . . . . . . . . . . . $1,095 W hether a novice damages consultant, who may miss the critical points or not have many models built yet, or the expert who is spending too much time on reports, there is no longer a reason to perform this analysis manually. Damages Advocate 1 gUIDeS yOU thrOUgh DAMAge cALcULAtIOnS BeSt PrActIceS Includes Smart Navigator that walks you through the best practices with sequential menus to ensure you do not miss critical analysis. 2 the BeSt One-cLIck DAtABASe IntegrAtIOn Automatically populates your schedule and narrative from seven major damages database categories. 3 MOSt cOMPrehenSIVe DAMAge cALcULAtIOn WOrkFLOW Includes Comprehensive Workflow Decision Trees that cover the input, assumptions, and databases for: the #1 BeSt-SeLLIng Damage Calculation Software SIX reasons to consider Damages Advocate For Personal Injury, Wrongful Death, and employment Law “ ” Consistently produces professional reports eASy tO USe. with a step-by-step process that’s fast and - Jeff Harwell, Principal at Harwell & Company Professional business valuator and damages specialist with over 35 years of experience. nAcVA1@nAcVA.com www.nAcVA.com/store_home.asp call today (800) 677-2009 See videos, sample reports, and get a FREE demo. 18 A Behind the scenes look at RCReports with CEO Paul Hamann and David Fein FEATURED CASE STUDIES RMA: A Century of Banking Data ValuSource’s CEO David Fein discusses RMA’s rich history and rich data with Shea Scarpa, Product Manager, and Carly Edmondson, Senior Product Manager, of RMA. Learn About Greg Caruso’s Busiest Week: Valuing 17 Popeyes Restaurants in seven days using ValuSource Software See what Frank Wisehart, CPA, ABV, CFE, CVA, MAFF, says about why he relies on ValuSource software A Behind the Scenes Look at Kroll's Cost of Capital Navigator with Carla S. Nunes, CFA, Kroll Managing Director Read more on our website nacva.valusource.com/casestudies/ A little nostalgia is useful and enlightening to add perspective to this story of the evolution of Kroll's Cost of Capital Navigator. David Fein sat down with Paul Hamann of RCReports to get a behind the scenes look at RCReports and Reasonable Compensation. One-third are for SBA loans, another third for exit planning, and the balance is a mix, including gift and estate tax. Litigation matters involving questions of financial damage, business value, marital issues, fraud, estate value, and forensic accounting.Next >