Valuation Products & Services

Sample Report Language and Examples

presented by
James R. Hitchner, CPA/ABV/CFF, ASA
and
Mark Kucik, CPA, CVA, CM&AA

The main highlight of this session will be the issuance of sample report language and examples that are in conformity with the standards of AICPA, ASA, IBA and NACVA. You will learn just about everything you ever wanted to know about reports.

Learning Objectives:

Using sample report language and examples, the participant will learn what needs to go into a BV report that is in compliance with BV standards
The participant will learn about full reports,summary reports, review reports, calculation reports, oral reports and no reports
The participant will learn about the use of protective and risk management language
The participant will understand how to properly use addendums, appraisal representations/certifications, assumptions and limited conditions
The participant will learn about bad words, sentences and paragraphs that are often inappropriately included in reports

Webinar Outline:

Sample language and examples to put in your reports:

Front summary language including: terms, definitions, disclaimers, caveats, scope of work, list of documents relied upon, procedures performed, restrictions or limitations, distribution, and level of reliance
Adherence to BV reporting standards (AICPA, ASA, IBA and NACVA)
Reconciliation of values and methods
Conclusion of value
Assumptions and limiting conditions and valuation representation/certification

Sample language and examples to NOT put in your reports

Citing references for definitions, concepts and applications

The use and abuse in relying upon canned economic data

Reliance on RMA and other types of benchmark data

Quantitative and qualitative weightings of values

Length of reports

Types of reports and when they should be used:

Full/detailed
Summary/letter
Calculation
Oral
Valuation review of another analyst

Available Options:

download:

This product was added to our catalog on Monday 12 April, 2010.

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