Updated Sample Engagement Letter Templates—Second Quarter 2025
Updated Sample Engagement Letter Templates Released by NACVA’s Standards Board
Brien K. Jones
Chief Operations Officer and Executive Vice President of Business Development
The National Association of Certified Valuators and Analysts (NACVA) Standards Board is pleased to announce the release of newly created and updated sample engagement letter templates for business valuation professionals.
“As part of NACVA’s continued commitment to excellence and support for our members and credentialed designees, these enhanced resources cover a wide range of valuation scenarios, including calculation, litigation, review, and valuation engagements,” states Greg Clark, CPA, CVA, MAFF, Managing Member of GMC & Company, LLC, and Outgoing Chair of NACVA’s Standards Board.
The sample engagement letter templates are available for download in both PDF and Microsoft Word formats at www.NACVA.com/ResourceTools providing practical, customizable templates reflecting the most current professional standards and practices. These resources are exclusive benefits of membership with NACVA|GACVA.
“This initiative reflects a collaborative effort between the NACVA Standards Board, Valuation Credentialing Board, and Litigation Forensics Board. We extend our sincere gratitude to these boards for their invaluable contributions and dedication to advancing the business valuation profession.” Clark continues.
NACVA members and credentialed designees are encouraged to take advantage of the suite of standards-related resources available at www.NACVA.com/Standards, including:
- U.S. and International Professional Standards Comparison Charts
- U.S. and International Glossary of Appraisal/Valuation Terms
- Standards and Ethics Q&A Hotline
- Standards and Ethics FAQs
- Recommended Training
- Articles on Ethics
These tools are designed to highlight the alignment and harmonization of NACVA’s Professional Standards with other leading Valuation Professional Organizations (VPOs), such as USPAP and the International Valuation Standards Council (IVSC).
