Archive 2021-155: BV Litigation Reports

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Archive 2021-155: Business Valuation Litigation Reports – How and Where They Will Come After You

**Webinar 155: Live Broadcast Date: June 15, 2021**

VPS StraightTalk Webinar Series:  Business Valuation Litigation Reports  – How and Where They Will Come After You
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA

The highlight of this session is a review of a Word version of a detailed sample litigation report. Learn what should go in and what should stay out of a report for litigation purposes. You may be wrong or you may be right – but they will still come after you, so be prepared with a bulletproof report. The sample report included is in conformity with the standards of AICPA, ASA, NACVA, and USPAP.

Learning Objectives:

The participant will learn about the following:

  • How attorneys will attack your report
  • Language that will limit an attorney’s ability to manipulate your words
  • The use of protective and risk-management language
  • How to properly use addendums, appraisal representations/certifications, and assumptions and limited conditions
  • How to avoid certain words, sentences, and paragraphs that are inappropriately included in reports

Webinar Outline:

  • Sample language and examples to put in your detailed litigation 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, NACVA, and USPAP)
  • Addendums, assumptions and limiting conditions, and valuation representation/certifications
  • Sample language and examples NOT to put in your reports
  • The best way to organize your report
  • Citing references for definitions, concepts, and applications
  • The use and abuse in relying upon canned economic and industry data
  • Reliance on RMA and other types of benchmark data
  • Quantitative and qualitative weightings of values
  • Length of reports

Handouts:

  • VPS webinar PowerPoint slides
  • Detailed sample report in Microsoft Word
  • Following the webinar, attendees will have access to a video recording of the program

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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.

Once your purchase is complete you will be able to download instructions from your shopping cart on how to access your webinar recording.

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