Report Writing: Review and Analysis

Co-Sponsored by the National Association of Certified Valuators and Analysts®  

Arrow Program Description Arrow What You Will Cover Arrow Dates and Locations
Arrow How You Will Benefit Arrow Who Should Attend Arrow Pricing and CPE

Best Practices to Bullet-Proof Your Valuation Reports

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 Valuation Analyst® (CVA®) designations, and practitioners who hold a business valuation credential, will find the course instrumental in producing their case studies and demonstration reports for accreditation.

This course qualifies 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 problematic business appraisal reports
  • Differentiate between scope and findings in an appraisal review report
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What You Will Cover
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  
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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.

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Report Writing: Review and Analysis Faculty

To register, click the date or location below or contact Member/Client Services at (800) 677-2009 or
  Early Registration Discounts and Deadlines
Dates Location 10% 5%
October 31–November 1, 2017 New Orleans, LA 8/31/2017 9/30/2017
November 16–17, 2017 Chicago, IL 9/30/2017 10/31/2017
December 14–15, 2017 San Diego, CA 10/31/2017 11/30/2017

This course is paperless.  Attendees will be provided a link to course material that will be used during the course, so attendees will need a laptop with Internet access.  The CTI will provide electric power and Internet access, but will not provide laptops.  Attendees are encouraged to bring their own mobile wireless modem or hotspot device.

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Pricing (Before Early Registration Discount)


Two-day Course (16 Hrs CPE) $1,200 $1,080

CPE Hours
Delivery Method Group-Live
Program Level Basic
Advanced Preparation Prepare a valuation report to bring to class.
Prerequisites Previous training or experience with the fundamentals of the subject matter.
Fields of Study Behavioral Ethics 2
  Business Law 2
  Business Management & Organization 2
  Communications and Marketing 8
  Personal Development 1
  Regulatory Ethics 1
Total CPE Hours   16

For more information regarding CPE, Program Levels and Fields of Study please click here. 

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Report Writing: Review and Analysis Webinar    
May 22–25, 2017      
July 17–20, 2017      
September 25–28, 2017      
December 4–7, 2017      
January 15–18, 2018      
Pricing (Before Early Registration Discount) Non-Member Member
Four-day Webinar Series (9 Hrs CPE)  $600 $540
10% Early Registration Discount Available, for more information visit our Online Learning page.

Webinar CPE Hours
Delivery Method Group-Internet-Based
Program Level Overview
Advanced Preparation None
Prerequisites None
Fields of Study Communications and Marketing 8
  Regulatory Ethics 1
Total CPE Hours   9

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