Reporting Writing: Review and Analysis
Program Content
This course is designed and intended to teach students
how to write good appraisal reports. The course is
presented as a seminar – where students actively
participate in discussions on how to present
information, data, and valuation results in written
form. Students are provided with examples of how to
organize appraisal reports, how to develop a table of
contents, how to present mathematical models and
statistical information using text, graphs, and charts,
and in use of headings, outlines, and terminal digit
organization. During the course of the seminar, students
will review other students’ appraisal reports, and
discuss in study groups the various positive and
negative aspects of many report formats. Students are
required to bring to the seminar, copies of their own
appraisal reports and are invited to have them reviewed
by the instructor and other students, and to receive
feedback on their work product in a constructive and
helpful way. The course materials cover comprehensive
requirements for appraisal reports, use of grammar,
alternative reporting formats, both good and bad
examples of report language, and present solutions for
presenting technical information in a readable and
understandable form. The course was developed by the
Co-Chairman of the IBA Qualifications Review Committee
as a result of reviewing thousands of appraisal reports
and CBA demonstration reports, and is intended to share
with students the information gleaned form that
experience. Applicants for the CBA and AIBA designations
will find the course helpful in producing their
demonstration reports.
Learning Objectives
Participants in this course will learn how to present
information required in written business
appraisal/valuation reports and will attain the
knowledge needed to successfully prepare CBA, CVA, and
AVA demonstration reports. At the completion of this
course, attendees will:
- Recognize features of good reports, including design, layout, graphics, and organization
- Be able to identify language useful for supporting subjective factors and other valuation factors
- Be able to review their own appraisal reports
- Be able to review and critique a sample report
- Be able to compare a second report to the first using argument analysis concepts
- Be able to apply inductive and deductive reasoning to support valuation conclusions
Where and When
Chicago: November 9-10
Ft. Lauderdale: December 6-7
Who Should Attend
This course is designed for business appraisers/valuators, CPAs, CFOs, financial analysts, attorneys, M&A professionals, business consultants, business brokers, and practitioners who wish to enhance their knowledge and improve the quality of their written business appraisal/valuation reports. Required for CBA applicants, this workshop is also highly recommended for
business valuation credential holders (CVAs, AVAs, ASAs, ABVs) who wish to improve the quality of their valuation and appraisal reports.
Participants should have at or near the level of
knowledge necessary to pass the CBA or AIBA written
course, and should have experience writing at least one
business appraisal report.
Advanced Preparation
Students are required to bring to the seminar, five
copies of their own appraisal report to use in the
discussion groups, and to share with other students.
Pricing 2011
2011 Package Pricing: Two-day course $900
(Before early registration and member discounts.)
The Consultants’ Training
Institute (CTI) is registered with the National
Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National
Registry of CPE Sponsors through its website:
www.learningmarket.org.
REGISTER NOW! To register or for more information
call (800) 299-4130