How to Write Bulletproof Valuation Reports: Tips From the Experts (PDF)

June 2015 978-1-62150-053-7 PDF (121 pages)

BVR (editor)

Business Valuation Resources, LLC

Refresh your perspective on business valuation report writing with answers to today’s critical questions:  Should an appraiser ever write a calculation report? If so, when is it appropriate? How can appraisers write reports that are cost-effective and timely while still exercising proper due diligence? Appraisers know they need to comply with the professional standards their designation mandates, but how often do they review the applicable standards to determine what’s new? This special report compiles the wisdom of top experts and their experience with business valuation report writing in one place.

Highlights include:

  • Discussion on compliance and standards as they relate to BV reports
  • Using calculation reports
  • Best practices for presenting a business valuation or calculation report in a legal setting
  • Valuation report writing format, style, and tips
  • Where to find sample reports
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Table of Contents:

  • Introduction by Mark Hanson

Section I: Compliance, Standards, and Calculation Reports

  • Chapter 1. Appraisals (USPAP), Valuations (SSVS-1) and Calculations in Litigation
  • Chapter 2. Don’t Be Afraid of Calculation Reports
  • Chapter 3. Recent Case Points to Confusion Over Calculation Reports Under the SSVS
    By R. James Alerding, CPA/ABV, ASA
  • Chapter 4. Business Valuation Reports in Litigation Matters

Section II: Report Writing Format, Style, and Tips

  • Chapter 5.  Step Up Your Game:  Effective Business Appraisal Reporting
  • Chapter 6. Error-Proofing Business Appraisal Reports
  • Chapter 7: Seven Cases to Read Before Writing Your Next Valuation Report
  • Chapter 8. Anatomy of an Inflated Valuation Report
    By Stuart Weiss
  • Chapter 9. Top 10 Tips for Best Report Writing and Standards Compliance
  • Chapter 10. On Writing Well: A Business Appraiser’s Point of View
    By Warren Miller, CFA, ASA, CMA, CPA
  • Chapter 11. Keep an Eye on Ethics in Report Writing and Other Conduct
  • Chapter 12. Nine Ways to Improve Your BV Report Writing
    By Rod Burkert, MBA, CPA/ABV, CVA, ASA
  • Chapter 13.Look Online for Writing Improvement Tools

Section III: Cases

  • Court Case Digests

Section IV: Appendix:

  • Sources of Sample Business Valuation Reports