Consultants' Training Institute
Benchmark training and certification
in the accounting and financial consulting profession’s hottest
Report Writing: Review and Analysis
Co-Sponsored by the National Association of Certified
Valuators and Analysts
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 an enhanced table of contents, consider alternative formats and structures of reports, examine best practices, and use language that is most suitable to the specific engagement faced by the valuator.
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 may qualify for the Accredited in Business Appraisal Review™ (ABAR™) credential by choosing to take the Accredited in Business Appraisal Review™ (ABAR™) Workshop that follows directly after the Report Writing: Review and Analysis course.
Understanding the elements of review can go a long way to making the appraisal more effective in the first place and enables the reviewer to ensure the quality and veracity of the appraisal. This workshop covers the six elements of business appraisal report writing credibility that are critical to a reviewer. Instructors will discuss appraisal review concepts, methods, and procedures as well as the relevant professional standards, e.g. USPAP Standard 3, USPAP Standards Rules and Advisory Opinions.
This courses qualify for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.
How You Will Benefit
After completing this course, attendees will be able to:
Detect challenges in a formal business oral presentation
Apply the elements of credible writing to business appraisal reports
Recognize the features of excellent and problematical business appraisal reports
Differentiate between scope and findings in an appraisal review report
Identify the six elements of business appraisal report writing credibility
Recognize the principles of business appraisal review to the appraisal report writing process
Identify professional standards in USPAP 3, by which a valuation report will be judged
Day 1: Introduction to Report Writing and Report Review
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
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 and who are considering formal education in appraisal review. Accredited practitioners (CBA, CVA, ABV, ASA) interested in advancing their appraisal skills and developing new business opportunities, accredited practitioners acting as expert witnesses, and senior practitioners in charge of appraisal staff will greatly benefit from the skills taught in the course. Also, valuation practitioners representing clients before the Internal Revenue Service and other regulatory agencies.
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
Discounts and Deadlines
September 15–16, 2015
is available with minimum attendance. Contact CTI’s
Education Director at (800) 677-2009 to inquire.
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.
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:
Participants need a background in the subject area and a
desire to keep current.
Knowledge and Applications
For more information regarding CPE, Program Levels and Fields of
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