Business Valuation Databases and Research Tools
Institutional-grade data to support defensible valuations
A business valuation is only as defensible as the data that supports it. At Gato Consulting, we do not rely on “rules of thumb” or anecdotal evidence. We invest in the same institutional-grade databases used by national valuation firms, investment banks, and litigation experts. This ensures that every adjustment, capitalization rate, and market multiple in your report is rooted in verified, real-world evidence and economic reality.
Financial Analysis, Benchmarking, and Normalization
RMA (Risk Management Association) - Annual Statement Studies
The gold standard for benchmarking, providing data derived from over 250,000 statements of financial institution borrowers. It allows for precise comparison of a company’s financial ratios and common-size balance sheets against regional and national industry norms. Lear more about RMA (Risk Management Association) – Annual Statement Studies.
KeyValueData ValuSource Financial Ratios
The only source of financial ratio benchmarks derived directly from over 7 million corporate tax returns collected by the IRS. This database provides over 20 years of historical data to identify long-term industry trends and performance outliers. Learn more about KeyValueData ValuSource Financial Ratios
KeyValueData – Compensation Data
The compensation database i is based on the Bureau of Labor Statistics (BLS) data and is broken down by job category, state, region, and local areas. It provides the necessary salary data by job category and region to normalize owner compensation, a critical step in accurately determining a company’s true earnings. Learn more about KeyValueData – Compensation Data.
Industry Analysis
First Research Industry Profiles
A division of Dun & Bradstreet, First Research provides deep-dive intelligence on over 1,000 industry segments. These reports ensure our valuations account for specific industry drivers, critical challenges, and the current competitive landscape. Learn more about First Research Industry Profiles.
Market Approach - Private Market Transactions
KeyValueData ValuSource Market Comps
BIZCOMPS ®
The premier database for “Main Street” and small business transactions. It has detailed financial information on 30,000+ transactions on businesses typically sold for under $1 million. Learn more about BIZCOMPS ®.
KeyValueData ValuSource M&A Comps
ValuSource M&A Comps provides over 10,000 comparable sales transactions for private mid-market companies from 2009 to the present day. Data is collected from public SEC filings when public companies acquire a private company. Learn more about KeyValueData ValuSource M&A Comps.
Market Approach - Public Market Financials & Transactions
KeyValueData Guideline Public Company
FactSet Review Price to Earnings
Five years of Price to Earnings data and company counts for 25 industries. Click here for more information.
ValuSource M&A Comps provides over 10,000 comparable sales transactions for private mid-market companies from 2009 to the present day. Data is collected from public SEC filings when public companies acquire a private company. Learn more about FactSet Review Price to Earnings
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Income Approach
KROLL Cost of Capital Navigator (U.S. Module)
A widely recognized source for cost of capital inputs, including equity risk premiums, betas, size premia, and industry data. Learn more about KROLL Cost of Capital Navigator (U.S. Module).
Charles Schwabb thinkirswim
Discounts & Premiums
Pluris DLOM Database
The Pluris DLOM Database contains over 5,000 restricted stock transactions from 2001 to the present, more than any other commercially available database for obtaining references for the Discount for Lack of Marketability. Learn more about the Pluris DLOM Database.
FactSet Review – Premiums & Discounts
Legal and Case References on Business Valuations
KeyValueData – Federal & State Law Cases
The case law database contains almost 3,000 state and federal cases related to rulings on valuation, damages, expert testimony, and anything else that is valuation-related. Learn more about KeyValueData – Federal & State Law Cases.
The Gato Consulting Advantage
Certified & Standards-Driven
Real Transaction & Continuous Valuation Experience
Independent Peer Review on Every Engagement
Powered by Institutional-Grade Databases
Court-Ready Work
Guaranteed Timelines - or you pay less
Why having the best databases matters
Many “occasional” valuators rely on free data or a single, limited database. At Gato Consulting, our subscription to the databases mentioned above is built on a foundation of professional rigor and on a commitment to bring the best resources to our valuation work. We have access to the same top-tier data used by national firms, scaled to provide accessible, expert service for the regional New York business community. When you are asked, “How did you arrive at this number?”—we have the institutional data to answer with confidence.