Submit Your Valuation Report for Peer Review—Second Quarter 2021

Why Submit a Report?

NACVA provides an opportunity for members to have their business valuation reports peer reviewed through its Case Analysis by webinar (CAW) or phone/in-person (CAP) program. The program convenes five to eight members to review a report submitted by a member and provide constructive feedback. Submitters of reports often use this feedback to polish their report prior to presenting it to a client. If submitted for review after the fact, submitters use this feedback to see how they could have improved the quality of their work. Members reviewing the report hone their skills by getting exposed to others work product and being challenged to identify both its strengths and weaknesses. Overall, this is one of NACVA’s best training experiences, and considered core training for the organization. Participation is highly recommended to all members, but particularly those new to the profession.

 

Benefits From Submitting a Report

We strongly encourage members to submit reports because this process, from a learning perspective, is so vital to the entire membership. For submitting a report for a one-time use in a CAW/CAP session, you will receive some generous benefits: 1) You can attend the first Case Analysis session for free where your report is being reviewed ($250 value); 2) You will receive a voucher for 50% off to attend NACVA’s five-part webinar series entitled “Report Writing: Review and Analysis” (RW) (valued at $325 and awards 10-hours CPE). Note: both the Case Analysis and RW program award 12 bonus points each to go towards recertification; 3) If you agree to let us use your sanitized report (see below) in multiple future Case Analysis sessions and include it in our Reports Library, we give you a voucher to attend RW for free ($650 value), and we will pay you $1.00 for each person who sees your report over the term of four years (its estimated useful life). That may not sound like a lot of money but it adds up over the years the report is in use and typically accrues to well over $2,000. Plus, you will be supporting the community in a very meaningful way. Note: not all reports are brought in to our library. (If a report remains in the library over four years, no royalties are paid because, generally speaking, the report’s age limits its usefulness.)