How to Write Bulletproof Valuation Reports

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 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

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