DISCLAIMER: These links are being provided for informational purposes only; they do not constitute an endorsement or an approval by Delphi Valuation Advisors, Inc.

Delphi Valuation Advisors, Inc. Membership Links

AICPA Accredited in Business Valuation
Alliance of Merger & Acquisition Advisors
American Business Appraisers
American Institute of Certified Public Accountants
American Society of Appraisers
Boston Estate Planning Council
Boston Security Analysts Society
CFA Institute
ESOP Association
Exit Planning Exchange
Institute of Business Appraisers
International Association of Consultants, Valuators and Analysts
National Association of Certified Valuators & Analysts
National Center for Employee Ownership
Neponset Valley Chamber of Commerce
Pinnacle Equity Solutions

General Research Links

Company Background

Small business financial ratios
Company Reports – Annual reports and Edgar documents on public companies
Information on IPOs

Economic Analysis

One-stop shopping for government data
L/T economic forecast (Livingston Survey)
Guide to Regional Economic Data
Bureau of Economic Analysis
Bureau of Public Debt
Bureau of Labor Statistics
Economic Indicators
Federal district bank local economic information
One-stop shopping for government data
Mark Zandi’s site, copiable charts
Consumer Price Index Home Page
Fed Beige Book
Economic Statistics Briefing Room
Economic data by region and state
State and county quick facts

Industry Background

Industry and national business statistics
First Research Industry
SIC Codes: search the 1987 version SIC manual
NAICS Code search and SIC conversion
“Super search” or “Search Options”
Global industry data
US industry and trade outlook
Industry and economic research and write-ups

Valuation Research

Business Valuation Resources
Regional Statistics and various pieces of financial data such as Prime Rate, 20 Yr Treasury etc.
20-year T-bond rates
Ibbotson Stocks, Bonds, Bills and Inflation and other publications
Closed end mutual fund data (DLOC data)
Current statistics on rates and bonds
Search engine providing information on stock prices (current or historic, doesn’t account for splits)
Yahoo Finance stock price information
US Securities & Exchange Commission – provides all filing of publicly traded companies
Rich Text Formats (RTF) filings of publicly traded companies
Market Guide Reports: Company, comparable data and ratios
Search engine providing information on SEC filings, searchable by key word, industry, ticker or name
Collection of pre-formatted, application ready, analytical information

Valuation – General

ASA – business valuation web site
Damodaran’s finance and valuation website

Intangible Assets

Market for patents
Royalty Source (AUS)
BNA Intellectual Property Center
ktMine (IP database)
Transfer pricing
Venable – Intellectual Property
US Patent and Trademark Office – search
Franchise Update
Franchise Handbook


American Bankruptcy Institute
BK Information
Assn of Insolvency & Restructuring Advisors
Title 11, U.S. Code

Acquisition (M&A) Multiple Method

Pre-formatted, application ready, analytical information
Comparable sale data on private business sale transactions

Income Approach

Federal Reserve Bank of Boston
Historic interest rates
Ibbotson Stocks, Bonds, Bills and Inflation and other publications
Current statistics on rates and bonds
Historic interest, prime and mortgage rates
Historic mortgage rates
State corporate income tax rates


Listing of attorneys
Answers to legal questions on cases, codes, news, etc.
Internet Legal Resource Guide
Free resources from LexisNexis
Additional legal resources with tax focus
Provides some legal research
Court cases
Court locator
Legal encyclopedia
Federal Rules of Civil Procedure
Federal Rules of Evidence
Supreme Court of Massachusetts
Massachusetts legal information
Search Systems
American Arbitration Association
Divorce – Professional Goodwill
Divorce – Cases of Interest

Market (Guideline Public Company) Multiple Method

All filing of publicly traded companies
Search engine for Edgar
Company Reports – Annual reports and Edgar documents on public companies

Option Pricing

Option Pricing Model – To calculate online
Current options prices
Financial analysis instruments
Current options prices
Stock options
Option calculator — Snowgold
Option calculator — AADSoft
Option calculator — OptionPro
List of sites with option prices

Preferred Stock

Preferred stock reference

Public Records

Searchable public record databases state
Gateway to dozens of sources of public records

Salary Information

Salary Information
Charts on employment/ Salary
Free summary data plus $500 reports
DOL’s America’s career infonet
ERI’s website
Small cos. In 8 industry groups
Corporate-Watch/CEO-Pay-and-You Executive Paywatch

Stock Prices

Stock prices (current or historic)
Historic stock prices


US Tax Code
Tax Code. US Revenue Code is Title 26
Tax Court site (cases since 1999)
State tax rates
Easy to use tax sites