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The Nation's Experts in Business Valuation
and Financial Forensics
Program

Reporting Writing: Review and Analysis
Co-Sponsored by the National Association of Certified Valuators and Analysts (NACVA) and The Institute of Business Appraisers (IBA)
Program Content

This course is designed to teach students how to write good appraisal/valuation reports. The course* is presented as a seminar in which students actively participate in discussions on how to present information, data, and valuation results in written form. Students are provided with examples of how to organize appraisal/valuation reports, how to develop a table of contents, how to present mathematical models and statistical information using text, graphs, and charts, and how to use headings and outlines. During the course of the seminar, students will review other students’ appraisal/valuation reports and discuss in study groups the various positive and negative aspects of many report formats. Students are required to bring copies of their own appraisal/valuation reports to the course and are invited to have them reviewed by the instructor and other students and to receive feedback on their work product in a constructive and helpful way. The course materials cover comprehensive requirements for appraisal/valuation reports, use of grammar, alternative reporting formats, both good and bad examples of report language, and solutions for presenting technical information in a readable and understandable form. Applicants for the CBA, CVA, and AVA designations will find the course helpful in producing their demonstration reports.
Details
Learning Objectives
Participants in this course will learn how to present information required in
written business appraisal/valuation reports and will attain the knowledge
needed to successfully prepare CBA, CVA, and AVA demonstration reports.
At the completion of this course, attendees will:
  • Recognize features of good reports, including design, layout, graphics,
    and organization
  • Be able to identify language useful for supporting subjective factors and
    other valuation factors
  • Be able to review their own appraisal reports
  • Be able to review and critique a sample report
  • Be able to compare a second report to the first using argument analysis
    concepts
  • Be able to apply inductive and deductive reasoning to support valuation
    conclusions
Where and When
October 3–4 San Diego, CA
November 16–17 Philadelphia, PA
December 14–15 Las Vegas, NV

Click here for a list of hotel locations, room rates and reservation information.
Who Should Attend
This course is designed for business appraisers/valuators, CPAs, CFOs,
financial analysts, attorneys, M&A professionals, business consultants,
business brokers, and practitioners who wish to enhance their knowledge
and improve the quality of their written business appraisal/valuation reports.
Required for CBA applicants, this workshop is also highly recommended for
business valuation credential holders (CVAs, AVAs, ASAs, ABVs) who wish
to improve the quality of their valuation and appraisal reports. The course is
a new option for NACVA CVAs/AVAs to fulfill their Knowledge of Quality
Issues requirement for recertification for 16 CPE hours and 25 points.
Advanced Preparation
Students are required to bring to the seminar, five copies of their own appraisal report to use in the discussion groups, and to share with other students.
Pricing
Package Pricing
(Before early registration discounts.)...........Non-Member............Member
Two-Day Course.......................................$900.......................$810
Register Now
REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).
Cancellation Policy
For more information regarding refund, complaint, and/or program cancellation policies, please call our director of Member Services: (801) 486-0600.
NASBA Sponsorship
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
 



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