Updated Business Valuation Checklists—Fourth Quarter 2025
Valuation Credentialing Board Releases Updated Business Valuation Development and Reporting Checklists
Brien K. Jones
Chief Operations Officer and Executive Vice President of Business Development
To support compliance with the development and reporting standards promulgated by the global association, these checklists support analysts with guidance for:
- Obtaining the necessary information and addressing specific areas of development to conduct analysis in the performance of a business valuation engagement, and
- The communication of information to be included in a valuation report to effectively communicate the results of the analysis.
These checklists are designed for use in an engagement to determine a Conclusion of Value to be communicated in either a Detailed or Summary Report.
Depending on the type of report the engagement calls for will determine which items on the checklists are applicable or not applicable.
The Professional Standards, related resources, and these checklists can be accessed through the NACVA website at:
