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

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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

Handouts:

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

The handout materials are included in the archive materials.

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

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