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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 full-well 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.

Report writing. It’s where the rubber meets the road because the culmination of every business valuation engagement is some type of report. And for better or worse, a client or trier of fact judges your professional competence on the form and substance of the finished product.

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 
Live Classroom
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  

Live Online Webinar
This webinar series is structured around the report writing experience. As the sessions progress, attendees will (i) hone their business writing skills, (ii) see best practices for report organization, (iii) navigate the industry’s professional standards, (iv) consider common report errors and omissions noted by practitioners and the courts, and (v) learn how to present data in tables and graphs.

Day 1: Before You Write, THINK
You have analyzed the financials, did your research, made the site visit, and interviewed management—you understand the business. Now it is time to write your report. In the minds of some people, this is the easy part of a valuation. In reality, not so much. Before you write, you must think about what points you intend to make and how you intend to support those points.

  • Establish the primary points of a report.
  • Determine the format for the support of those points.
  • Find for editorial tools that help ensure grammar, spelling, and punctuation are precise, and appreciate the need to have another pair of eyes on a report before it is submitted.

Day 2: Getting to Where You Want to Go
What makes a good report great? First, it must be based on a solid valuation analysis. Second, it must tell a story that is well written, easy to follow, and unbiased. Third, it must leave the reader confident that a reasonable conclusion was reached. A report’s organization can go a long way towards achieving those objectives.

  • Develop an efficient and effective report layout from cover page to valuation schedules.
  • Meet the needs of a report’s intended user with appropriate appendices and exhibits.
  • Review sample report excerpts that illustrate the discussion points.

Day 3: Adhering to Professional Standards
What makes a good report great (continuing from Day 2) is that it must also adhere to professional standards. This session is designed for BVFLS practitioners who want to better understand and apply the industry’s professional standards and, as applicable, how and where those standards interact with the AICPA Code of Professional Conduct. 

  • Assess and apply business valuation standards from NACVA, IBA, ASA, AICPA, and USPAP.
  • Understand the business valuation review standards issued by NACVA and USPAP.
  • Relate the application of business valuation standards to the AICPA Code of Professional Conduct.

Attendees should determine if the content in day three qualifies for their states' ethics CPE requirements.

Day 4: Mistakes and Errors and Omissions, Oh My
This session focuses on demonstrating a report’s relevance, reliability, and replicability through the lens (and litany) of common errors and omissions observed by the courts, and seen by practitioners with every day and IRS compliance experience. The focus is also on preventing errors and omissions by teaching good proofreading and bias-checking practices.

  • Understand the principles of credible reports.
  • Weigh the severity of E&O from a perspective of “the not-so-good, the bad, and the ugly.”
  • Learn how to proofread and check for bias in their reports.

Day 5: Presenting Quantitative Data
Quantitative data takes us out of the world of supposition and into the realm of measured evidence. And the evidence that underlies our report’s estimates, opinions, and conclusions is almost always conveyed in tables and graphs using numbers. So it is not about the numbers, it is about presenting the numbers in a way that effectively supports the report writing narrative.

  • Understand why presenting data is a communication skill, not a mathematical skill.
  • Create layouts that most effectively convey the data for the intended purpose.
  • Make tables and graphs comprehensible for a report’s intended user.

Who Should Attend

Applicants for the Certified Valuation Analyst® (CVA®) designation, 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 would 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 19–20, 2019 San Diego, CA Register Online Now 9/30/2019 10/31/2019

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

 
 Five-Day Live Online Webinar Schedule  
          Early Registration Discounts
and Deadlines
Dates Time   10%
September 16–20, 2019
Monday–Friday,
1:00–3:00 p.m. ET
Register Online Now 8/31/2019
December 2–6, 2019 Register Online Now 11/30/2019
January 13–17, 2020 Call Member/Client Services at (800) 677-2009 for Registration 12/31/2019
   
 CPE On-Demand Course  
    CPE:
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)

Non-Member


Member
Two-Day Live Classroom Course (16 Hrs CPE) $1,300 $1,170
Five-Day Live Webinar (10 Hrs CPE) $650 $585
 

CPE Hours—Live Classroom
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

CPE Hours—Live Online Webinar
Delivery Method Group Internet-Based
Program Level Intermediate
Advanced Preparation None
Prerequisites Previous training or experience with the fundamentals of the subject matter.
Fields of Study Communications and Marketing 8
  Regulatory Ethics 2
Total CPE Hours   10

 

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

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