I Need Help with My Reports.
No matter what specialized service you provide, it usually comes down to the presentation of a report. This is where the “rubber meets the road,” so to speak, and knowing that you have done an excellent job will certainly give you peace of mind, but more importantly, impress upon your client that you are a true professional. This is a reachable goal, and NACVA has the programs and people in place to assure that every report submitted by every member is a great report.
Courses
Business Valuation Report Peer Review—Case Analysis by Webinar (CAW)
Peer review of valuation reports is offered through our Case Analysis by Webinar (CAW) sessions and provides
authors of valuation reports with perspectives from like-mined valuators. Valuation
reports submitted for use in a CAW are reviewed and discussed in a 5-10
person round-table format with particular emphasis centered on whether or not
the critical elements of the valuation report are sufficiently addressed and
the report follows professional standards. The round-table will also identify
strengths and weaknesses of the report and rate overall readability,
credibility, and persuasiveness.
For detailed information and registration, click here for
Case Analysis by Webinar on NACVA.com.
Report Writing: Review and Analysis
It is incumbent upon the valuator to fully understand the quality standards
by which his or her valuation report will be judged; from a users perspective
this is what matters most. Report
Writing: Review and Analysis addresses every aspect of drafting a report in
adherence to professional standards, but just as importantly, shows you how to
piece together a coherent, logical, persuasive document that will impress your
clients.
For detailed information and
registration, visit the Report Writing: Review and Analysis Workshop on
NACVA.com.
Litigation Report Writing Workshop
In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports that integrate powerful content with supporting evidence and exhibits, all done under professional standards, that are ready to be put to the test and scrutiny of a court. Attendees will be asked (not required) to submit a redacted expert report to the instructor prior to the date of the class. All arrangements will be made with NACVA Headquarters for this submission.
For detailed information and
registration, visit the Litigation Report Writing Workshop on NACVA.com.
Industry Standards and Ethics
Developments within the professional organizations over the
last many years are moving toward more harmonization of industry standards. In
this webinar, senior representatives in the valuation industry, many of whom
are at the heart of this harmonization, will discuss the standards impacting
the profession, including NACVA, IBA, ASA, AICPA, and USPAP.
For detailed information and
registration, click here for the Industry Standards and Ethics course on
NACVA.com.
CVA Case Study Report Writing Clinic (included with BVTC registration)
The objective of this seven-part, live online webinar clinic is to provide CVA candidates with step-by-step instruction and mentoring to assist with the successful completion and submission of the Case Study report. The clinic, however, at its roots is a great course in drafting a valuation report. It is free to all CVAs interested in taking this as a refresher course.
For detailed information and registration, click here for the Online CVA Case Study Report Writing Clinic on NACVA.com
Business
Valuation Report Writing Webinars On-Demand Include:
- Business Valuation Reports and the Internal Revenue Service
- Calculation and Conclusion of Value and Other Roles Valuators Play
- Report Writing and Report Review—How to Write for the IRS
- Grading the Report and Supporting the Attorney’s Objectives
- Things to Remember for a Better Report
Financial
Forensics Report Writing Webinars On-Demand Include:
- Advanced Forensic Report Writing - Scripting, Exhibits, Forensics Multi-Tool
- Advanced Forensic Report Writing, Trial Exhibits, Scripting, Depo Matrix
- Blitzkrieg Report Writing
- Rebuttal Reports and the Defense Expert's Role
- Grading the Report and Supporting the Attorney’s Objectives
Self-Study Industry Standards and Ethics
Developments
within the professional organizations over the last many years are moving
toward more harmonization of industry standards. In this webinar, senior
representatives in the valuation industry, many of whom are at the heart of
this harmonization, will discuss the standards impacting the profession,
including NACVA, IBA, ASA, AICPA, and USPAP.
Click here for the self-study Industry Standards and Ethics course.
Resources
Valuation Reports Library
The Valuation Reports Library contains sanitized valuation reports. These reports provide perspective on particular types of valuation reports, ideas on ways to handle certain types of information, possible resources, sample wording, etc. Valuation Reports are written by credentialed valuators, and typically have been reviewed numerous times through our Case Analysis by Webinar (or in Person) Program with the best being selected for our library. Access to thousands of dollars’ worth of valuation reports is included with a KeyValueData Silver level subscription package for only $495/annual subscription fee.
View the KeyValueData subscription packages on KeyValueData.com.
NACVA’s Professional Standards
Click here to view NACVA’s Professional Standards on
NACVA.com.
BV Standards Resource Tools
The BV Standards Resource Tools include the following
items:
Business Valuation
Development Checklist—PDF
Business Valuation Development Checklist—Word Document
Business Valuation Reporting Checklist for Detailed Reports—PDF
Business Valuation Reporting Checklist for Detailed Reports—Word Document
Sample Calculation Engagement Letter
Sample Valuation Engagement Letter
Litigation Engagement Letter Practice Guide
Click
here to download the BV Standards Resource Tools.
KeyValueData™
Through its five web-based annual subscription packages,
KeyValueData (KVD) offers Internet-based access to all the data you need for your
business valuation analysis and for writing your reports. Through special
arrangements with multiple sources and through our own development efforts, KVD
has packaged thousands of dollars in essential valuation data, research, and
tools—all for a single, low annual subscription fee. The five levels include:
EconAssist (free to NACVA members), Silver, Gold, Platinum, and Titanium.
For detailed information and to subscribe, visit
KeyValueData.com.
Business Valuation Report Writer Software®
The Business Valuation Report Writer will save you 50% of the
time it takes to prepare and review written business valuation reports. The
report writer comes with a NACVA, SSVS, USPAP, and 59-60 compliant report
template for both the Business Valuation Manager Pro and Express Business
Valuation software tools.
For detailed information and to subscribe, visit the
Business Valuation Report Writer on NACVA.com.
Mentor Support Exchange
NACVA's Mentor Support Exchange (MSX) is the place all members can come to get answers from experts to any and all questions one might have pertaining to business valuation, litigation/expert witness support, and financial forensics.
View the Mentor Support Exchange here.