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Report Writing: Review and Analysis

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

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Writing Quality Valuation Reports: Tips, Techniques, and Good Practices

 It is incumbent upon the valuator to fully understand the standards by which his or her valuation report will be judged—readability, credibility, and persuasiveness—the critical elements of the business appraisal review process that make valuation reports much better. Report Writing: Review and Analysis is an appealing course 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.

Review standards are fully implemented in the business valuation profession, but few professionals know fullwell how to apply them to their own valuation reports. Conventional report writing classes do not delve much into the review process, but is covered in this course.

Recommended CPE Bonus Points Program
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

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.

Newly credentialed business valuators who have obtained their valuation certification (CVA, CBA, ABV, ASA, etc.) in the last three years, and those who perform less than five valuations per year interested in advancing their valuation skills and developing new business opportunities.

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Report Writing: Review and Analysis Faculty

To register, select the date and location you'd like to attend and click the "Register Online Now" button for our online event registration.  Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
 Two-Day Live Classroom Schedule  
          Register Early and SAVEEarly Registration Discounts
and Deadlines
  Dates Location   10% 5%
  November 13–14 San Diego, CA 9/30/2018 10/31/2018

Courses generally begin at 8:30 a.m. and conclude at 5:15 p.m. 

 Four-Day Live Online Webinar Schedule  
          Early Registration Discounts
and Deadlines
Dates Time   10%
October 15–18
Noon–2:00 p.m. MT
Noon–3:00 p.m. MT
January 14–17, 2019   Online Registration
Coming Soon
 CPE On-Demand Course  
9 Hrs
Price: $520/$468 Members Purchase the On-Demand Course here.

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 Live Classroom Course (16 Hrs CPE) $1,300 $1,170
Four-Day Live Webinar (9 Hrs CPE) $650 $585

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

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

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

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