1010 Report Writing, Review and Analysis (Thoroughly Revised for 2010)
Course Level: Intermediate/Advanced
CPE Credit Hours: 16 hours
Program Focus
IBA's newest course: 1010 Business Appraisal Report Writing and Analysis, thoroughly revised for 2010. The profession's best seminar on report writing for business appraisers. 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. Applicants for the CBA and AIBA designations will find the course helpful in producing their demonstration reports.
What You Will Learn:
Participants in this course will learn how to present information required in written business appraisal reports, and accomplish the knowledge needed to successfully prepare AIBA and CBA demonstration reports. At the completion of this course attendees will:
· Study features of good reports, including design, layout, graphics, and organization
· Study report content in detail, identifying language useful for supporting subjective factors and other valuation factors
· Review their own appraisal reports
· Review and critique a sample report
· Compare a second report to the first using argument analysis concepts
· Apply inductive and deductive reasoning to support valuation conclusions
Who Should Attend
The course is designed for Business Appraisers, CPA, CFO, Financial Analyst, Attorneys, M&A Professionals, Business Consultants and Business Brokers and participants who wish to enhance their knowledge and improve the quality of their written business appraisal reports. Required for AIBA and CBA applicants.
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.
Course Author
Frank Rosillo Sr., ABAR, CBA, CPA/ABV, CFE, BVAL, CVA
The Institute of Business Appraisers 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 of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. NASBA web site: www.nasba.org
