Archive 2019-135: How to Review a Valuation Analysis and Report




2019-135: How to Review a Valuation Analysis and Report

**Webinar 134: Live Broadcast Date: September 17, 2019**

VPS StraightTalk Webinar Series: How to Review a Valuation Analysis and Report with Jim Hitchner, CPA/ABV/CFF, ASA

Join Jim Hitchner for this informative webinar as he does an in-depth look at how to prepare a complete, accurate, and efficient business valuation analysis and report review. The highlight of this session will be the detailed discussion of a new USPAP/NACVA/ AICPA-compliant sample valuation/appraisal review report.

Learning Objectives:

The participant will learn:

  • What needs to go into a USPAP/NACVA/AICPA-compliant appraisal review analysis and report by using the sample review report handout provided
  • How to use compliance checklists
  • How to perform a technical review of any kind of business valuation and/or report of an equity/ownership interest
  • What the “best practices” are in preparing and presenting a review valuation and report
  • Common errors and unsupportable uses of data, assumptions, methods, and applications
  • Testing/sensitivity tools in preparing technical reviews

Webinar Outline:

  • When and how to perform a valuation/appraisal review
  • Development of a valuation review
  • Reporting of a valuation review
  • Litigation
  • Non-litigation
  • Internal
  • USPAP/NACVA/AICPA compliance
  • Length and structure of valuation/appraisal review reports
  • What goes in a valuation/appraisal review report
  • Scope of work
  • Intended use and users
  • With and without a separate opinion of value
  • CAARR – Completeness/Accuracy/Adequacy/Relevance/Reasonableness
  • Ethics compliance
  • Assumptions and limiting conditions
  • Representation/certification
  • What should NOT go into a valuation/appraisal review report
  • Good and bad data sources and usesCorrect and incorrect normalization adjustments
  • Valuation method issues and input testing


• VPS webinar PowerPoint slides
• Sample report and checklists
• Selected articles

The handout materials are included in the archive materials.

Information on CPE credits, refund policies, and complaint resolution can be found at Note that CPE credit is not available for viewing archived webinar packages.

Additional information

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