Reports

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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.


Live Training

Business Valuation Report Peer Review—Case Analysis in Person (CAP) or by Webinar (CAW)
Peer review of valuation reports is offered through our Case Analysis in Person (CAP) or 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 CAP or 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 in Person or 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.


Webinars

Report Writing: Review and Analysis Webinar Series
It is incumbent upon the valuator to fully understand the quality standards by which his or her valuation report will be judged; and, 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 Webinar Series 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

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 webinar on NACVA.com.

 

On-Demand

Business Valuation Report Writing Webinars On-Demand Include:


Financial Forensics Report Writing Webinars On-Demand Include:

On-Demand Business Valuation Accelerator Workshop 
The Business Valuation Accelerator Online Webinar Series was created to advance the proficiency you acquired to obtain your valuation credential and provide you with even more practical skills, covering everything between engagement acceptance to report delivery. This online series is a serious program created for ambitious new-comers to business valuation and the more experienced who want to bolster their valuation skills and create a thriving valuation practice.
Click here for on-demand access to the Online Business Valuation Accelerator Workshop on NACVA.com.

On-Demand 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 on-demand access to the Industry Standards and Ethics webinar on-demand.


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 $395/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 Group
NACVA has dozens of credentialed practitioners who’ve volunteer to be available for support and guidance on any issue or matter.
Request a Mentor here, or contact NACVA Member/Client Services at (800) 677-2009.

Consultants’ Training Institute Faculty
The Consultants’ Training Institute® (CTI®) Faculty is comprised of the nation’s leading experts in the fields of business valuation, litigation consulting, financial forensics, and a variety of other business consulting disciplines. Most, gladly make themselves available to support members and students in a wide range of needs.
View and connect with the Consultants’ Training Institute Faculty on NACVA.com.