Description
Archive 2021-155: Business Valuation Litigation Reports – How and Where They Will Come After You
**Webinar 155: Live Broadcast Date: June 15, 2021**
VPS StraightTalk Webinar Series: Business Valuation Litigation Reports – How and Where They Will Come After You
Speakers: Jim Hitchner, CPA/ABV/CFF, ASA
The highlight of this session is a review of a Word version of a detailed sample litigation report. Learn what should go in and what should stay out of a report for litigation purposes. You may be wrong or you may be right – but they will still come after you, so be prepared with a bulletproof report. The sample report included is in conformity with the standards of AICPA, ASA, NACVA, and USPAP.
The participant will learn about the following:
- How attorneys will attack your report
- Language that will limit an attorney’s ability to manipulate your words
- The use of protective and risk-management language
- How to properly use addendums, appraisal representations/certifications, and assumptions and limited conditions
- How to avoid certain words, sentences, and paragraphs that are inappropriately included in reports
Webinar Outline:
- Sample language and examples to put in your detailed litigation reports
- Front summary language including: terms, definitions, disclaimers, caveats, scope of work, list of documents relied upon, procedures performed, restrictions or limitations, distribution, and level of reliance
- Adherence to BV reporting standards (AICPA, ASA, NACVA, and USPAP)
- Addendums, assumptions and limiting conditions, and valuation representation/certifications
- Sample language and examples NOT to put in your reports
- The best way to organize your report
- Citing references for definitions, concepts, and applications
- The use and abuse in relying upon canned economic and industry data
- Reliance on RMA and other types of benchmark data
- Quantitative and qualitative weightings of values
- Length of reports
Handouts:
- VPS webinar PowerPoint slides
- Detailed sample report in Microsoft Word
- Following the webinar, attendees will have access to a video recording of the program
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