Business Valuation Report Peer Review: Case Analysis In-Person or by Webinar
Co-Sponsored by the National Association of Certified Valuators and Analysts® (NACVA®)
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Program Description |
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Report Peer Review |
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How You Will Benefit |
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Schedule | ||
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Who Should Attend |
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Pricing and CPE | ||
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.
This recommended recertification course will waive $200 off the NACVA Credentialed member tri-annual recertification fee, in addition to course CPE. Learn more here.
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
Do you have a valuation report you would like reviewed in our Case Analysis program? By submitting a sanitized report, you can receive constructive feedback from your peers to shore up your reports. Report review is beneficial to know where your report might have fallen short; and, to be better prepared to address client questions. There are benefits for members submitting a report: 1) Attend a CAP/CAW session for free; 2) You will receive a greatly discounted price on attendance to Report Writing: Review and Analysis; and 3) You may qualify for royalty payments for the use of your report in future CAP/CAW programs and in NACVA’s Reports Library if you decide to let us use it.
Click here to submit your report today!
Note: Please do not use the link above to submit your CVA Case Study for grading, if you have completed your case study report please submit it here on the CVA Case Study Transmittal Form for grading.
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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.
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To register, select the date and location you would like to attend and click the "Register Online Now" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
Note: Registration for this course closes the Friday prior to the event date to allow time for registrants to receive and review the case study.
| One-Day Course Schedule |
Early Registration Discounts and Deadlines |
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| 2025 Dates | Time | 10% | |
| July 22, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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6/30/2025 |
| August 19, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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7/31/2025 |
| September 10, 2025 |
In-Person, 6:30–8:10 a.m. MT |
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N/A |
| September 16, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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8/31/2025 |
| October 21, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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9/30/2025 |
| November 18, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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10/31/2025 |
| December 2, 2025 |
Tuesday,
3:00–5:00 p.m. ET
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11/30/2025 |
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.
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