Case Analysis in Person (CAP) (Wednesday)

Business Valuation Report Peer Review—Case Analysis in Person

Wednesday, August 17, 2022 6:30 a.m. - 8:10 a.m. MT

he Profession's First and Only Business Valuation Report Peer Review

The peer review of valuation reports offered through the Case Analysis in Person (CAP) or Case Analysis by Webinar (CAW) sessions provides authors of valuation reports with perspectives from like-mined valuators. The valuation reports are reviewed and discussed in a round table format with particular emphasis centered on whether or not the critical elements of the valuation report are sufficiently addressed and meet professional standards guidelines, while also identifying strengths and weaknesses of the report relating to overall readability, credibility, and persuasiveness. These interactive sessions are ideal settings to engage in a discussion with your peers about the potential risks to a valuator’s credibility by issuing reports that do not meet professional standards and reporting requirements.

How You Will Benefit After completing this course, attendees will be able to: Recognize the do’s and don’ts of writing an effective report Determine techniques that they can take back to the office to use or avoid

Total CPE: 2
Fields of Study: Accounting: 1, Finance: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

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. Seasoned business valuation practitioners looking to bolster their skills and efficiencies. All practitioners will come away with the skills required to both create and maintain a thriving valuation practice.


Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation: