Archive 2009-18: Best of Business Valuation Reports




Best of Business Valuation Reports: Sample Report Language and Examples

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

Webinar 18 Original Broadcast Date: October 29, 2009

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

      The archived webinar package is an Adobe Presenter PDF file that allows you to view the video of the webinar with the synced audio so that you see the presentation just as it was presented “live.” The Presenter format also allows for easy navigation through the webinar so you can quickly go to a specific section in the presentation. The handout materials are included in the file. To view the Webinar Presenter file, you must have Adobe Reader software version 9 or higher. You can download the free current version of Adobe Reader at Please note that CPE is only available for live webinar broadcasts.

  • Additional information

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