Archive 2013-68: Review Your Report




Archive 2013-68: How to Review Your Own Valuation Analysis and Report – Is It Reliable, Understandable, Complete and Persuasive?

**Webinar 68 Live Broadcast Date: November 21, 2013 **

presented by Mark Kucik, CPA, CVA, CM&AA and Chris Hamilton, CPA, CFE, CVA

VPS StraightTalk Webinar Series: How to Review Your Own Valuation Analysis and Report – Is It Reliable, Understandable, Complete and Persuasive?

This session provides you with an organized process to properly review your own reports to determine if they are reliable, understandable, complete and persuasive. The presentation includes tools to help you review reports quickly and efficiently. Also included are BV compliance issues, fitting the service type and report to the client needs, length of the report and sample language.

Learning Objectives:

  • The participant will learn the minimum requirements for various types of valuation services and reports
  • The participant will learn how to quickly and efficiently review their own report to ensure it is reliable, understandable, complete and persuasive
  • The participant will learn how to use 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 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

  • How to perform a valuation analysis and report review
    • Development of a valuation
    • Reporting of a valuation
    • Litigation
    • Non-litigation
    • NACVA compliance
    • AICPA SSVS No. 1 compliance
  • Length and structure of valuation reports – why shorter is often better
  • Sample language and examples to put in your reports
    • Front summary language including: terms, definitions, disclaimers, caveats, scope of work, intended use and users, list of documents relied upon,
      procedures performed, restrictions or limitations, distribution, and level of reliance
    • Adherence to BV reporting standards
    • Approaches, methods and procedures used
    • Marketability and control characteristics
    • Reconciliation of values and methods
    • Conclusion of value
    • Assumptions and limiting conditions and valuation representation/certification
  • What should NOT go into a valuation report
  • Citing references for definitions, concepts and applications
  • The use and abuse in relying upon canned economic and industry data
  • Quantitative and qualitative weightings of values
  • Types of reports and when they should be used
    • Full/detailed
    • Summary/letter
    • Calculation
    • Oral
    • Valuation review of another analyst’s work product
    • Litigation, e.g., Rule 26
    • No report


Included in this downloadable archived webinar package:

  • Audio/Video file
  • Webinar transcript
  • Original Webinar handouts

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

Additional information

Weight 0.00 oz