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Consultants' Training Institute

Benchmark training and certification in the accounting and financial consulting profession’s hottest growth niches.

Report Writing: Review and Analysis
Co-Sponsored by the National Association of Certified Valuators and Analysts

Strengthening Your Business Valuation Reports to Grow Your Practice

Report Writing. It’s where the rubber meets the road. The culmination of every business valuation engagement is the valuator’s report. The purpose of the valuation report is to persuade. The best valuation analysis will be lost if it’s not wrapped in readable, credible, and persuasive content. And even the best content will not be read or accepted if it is mired in boilerplate content, buried deep in the hinterlands of a thick report, or is simply not “fit for use.”

This engaging course is structured around the valuation engagement and report writing experiences of the attendees. As their specific issues are addressed, attendees will see examples of how to organize valuation reports, develop a table of contents, present mathematical models and statistical information, and use language that is most suitable to the specific engagement faced by the valuator.

If “beauty is in the eye of the beholder,” those who are empowered to evaluate it for that purpose judge the quality of any business valuation report. Thus, it is incumbent upon the valuator to fully understand the standards by which his or her valuation report will be judged. Review standards are fully implemented in the business valuation profession, but few professionals know full well how to apply them to their own valuation reports. Conventional report writing classes do not delve much into the review process. Report Writing: Review and Analysis includes those elements of the business appraisal review process that will make attendee’s valuation reports much better—readable, credible, and persuasive.

Applicants for the Certified Business Appraiser (CBA) and Certified Valuation Analyst (CVA) designations will find the course instrumental in producing their case studies and demonstration reports for accreditation.

Attendees will receive a copy of Francisco (Frank) Rosillo's book Determination of Value: Appraisal Guidance on Developing and Supporting a Credible Opinion.

Note: Attendees should bring a typical table of contents from a detailed valuation report and a sanitized section of a valuation report that they usually find challenging to prepare. These will be utilized in class. The course faculty will integrate these into class instruction providing constructive feedback to the attendees.

Day 1: Introduction to Report Writing and Report Review

We will discuss and illustrate effective report writing techniques for the purpose of communicating the results of a business appraisal engagement. Elements of business appraisal review will be indicated to demonstrate how to write the appraisal report in a way that ensures acceptance upon review. The course covers the reasons report writing is important within the context of the elements of credibility that are critical to the reviewer and, ultimately, the acceptance of the report and its opinion of value. We cover components of good report writing and compare these with the elements of appraisal review. We discuss a report “roadmap,” cover pages, transmittal letters, table of contents, executive summaries, assumptions and limiting conditions, certifications, and qualifications. Appraisal review concepts, methods, and procedures will be introduced, enabling attendees pursuing the Accredited in Business Appraisal Review (ABAR) credential to continue with the Business Appraisal Review Accreditation Workshop. Appraisal review subjects include standards, procedures, stakeholders, language, and ethics.

Learning Objectives:
After completing this course, attendees will be able to:

  • Recognize the features of excellent business appraisal reports, including design, layout, graphics, and organization
  • Identify language (grammar and content) useful for supporting subjective factors and typical valuation issues
  • Apply inductive and deductive reasoning to support valuation conclusions
  • Apply the principles of business appraisal review to the appraiser report writing process
Day 2: Writing the Appraisal Review Report
Teams are introduced to a nine-part rubric of review criteria and are assigned a selection of these to present to the class via a case study. The elements of business appraisal review are built out, including compliance with standards and understanding the scope of work. We will discuss report writing issues in control, minority, and levels of value issues and explain language that should be avoided in every appraisal report. Instructors facilitate the breakout sessions and evaluate and critique the team presentations. While the ABAR team members are assigned a second case study and begin preparation of a second business appraisal review report, the instructor will wrap up the course by demonstrating how the attendees can use what they learned from the nine part rubric of review criteria to write a better report.

Learning Objectives:
After completing this course, attendees will be able to:

  • Identify and develop review findings on an individual and team approach
  • Apply the elements of business appraisal review to a business appraisal report
  • Present findings and respond to challenges in a formal business oral presentation
  • Prepare a written part of a business appraisal review report
     
Who Should Attend
This course is designed for all business valuation practitioners who want to improve the quality of their written appraisal reports.
Faculty
The Report Writing: Review and Analysis course is taught by Howard A. Lewis, ABAR, CVA, CBA, MS; and Francisco (Frank) Rosillo, CPA, ABV, CBA, CVA, CFF, BVAL, ABAR, MAFF.
Where and When
 



Dates



Location

Early Registration
Discounts and Deadlines
10% 5%
August 19–20, 2014 Minneapolis, MN 6/30/14 7/31/14
November 18–19, 2014 Ft. Lauderdale, FL 9/30/14 10/31/14
December 9–10, 2014 San Diego, CA 10/31/14 11/30/14
In-house training is available with minimum attendance. Contact CTI’s Education Director at (800) 677-2009 to inquire.

Click here for a list of hotel locations, room rates and reservation information.
Pricing
Pricing (Before Early Registration Discount) Non-Member Member
Two-day Course $1,100 $990
Individual Days $550 $495

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 complete the Registration Form and e-mail to info@theCTI.com; or call Member Services: (800) 677-2009. Click here for the Registration Form.
Cancellation Policy
There is no charge to reschedule your training. Cancellations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund. A $100 administration fee will be charged for three or more days’ registration at a Consultants’ Training Institute and $50 for all other seminar registrations. If requesting a “refund,” any credit vouchers and or Pacesetter Points® applied to the original purchase will be forfeited. Cancellations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued, upon request, a credit which may be used toward a Consultants’ Training Institute seminar, conference, self-study course, or product sold by NACVA. If requesting a “credit,” any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. There are no exceptions to this policy.

For information regarding administrative policies such as complaints and refunds, call our director of Member Services: (801) 486-0600.

Refund Policy for Airfare
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation Prepare a valuation report to bring to class.
Prerequisites Participants need a background in the subject area and a desire to keep current.
Fields of Study Specialized Knowledge and Applications 16
Total CPE Hours   16
For more information regarding CPE, Program Levels and Fields of Study please click here.
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.
 





Attendees registering for Report Writing: Review and
Analysis
may continue following the class into the Business
Appraisal Review Accreditation Workshop
and qualify for the
Accredited in Business Appraisal Review (ABAR) credential.

 

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