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Topic: “Understanding & Increasing Business Value Through the Use of Business Valuation Software,”

Faculty: David Fein, CEO, ValuSource, KeyValueData and Institute of Business Appraisers

David Fein is an entrepreneur, world traveler and adventurer. At 16, he was the second-youngest person ever to set foot on the South Pole. To put himself through college, David started and managed a sailboat charter business, taking on the roles of both CEO and skipper. At the age of 25, and fulfilling a long time dream, he sailed across the Pacific to Tahiti on a 34-foot sailboat. In 1986, after returning from Tahiti, he co-founded ValuSource and became ValuSource’s president. Shortly after starting ValuSource, and together with his wife Michelle, he co-founded Kids Express, an alternative K-9 school which focused on academic excellence, self-awareness, interpersonal communication and personal responsibility.

For over twenty years ValuSource has been the leading provider of business valuation software. Under David’s direction, ValuSource became known for software excellence and solid sales growth. In 1994 David sold ValuSource to the billion dollar international publishing company John Wiley & Sons (JWS).
In 1997 David formed a partnership with the Medical Group Management Association (MGMA) to develop the MGMA’s interactive survey products, and now ValuSource is the leading provider of medical practice benchmarking software.

In 2004 it became clear that ValuSource needed its independence back to continue to prosper and expand so he bought the company back. Once again privately held, ValuSource was in a position to leverage its technology, partnerships, and expertise. In order to enhance both revenue and profit growth and more fully meet the needs of the valuation market, David spearheaded the acquisition of both KeyValueData in 2006 and the Institute of Business Appraisers in 2008.

David’s mission is to cultivate both personal and professional excellence through the art of business.

David has a bachelor’s degree in computer science and an MBA.

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