Valuation Reports Library

KeyValueData’s Valuation Reports Library includes sanitized valuation reports, and can be used as a general reference and learning materials for valuators writing their own reports. The Library’s reports provide valuators with a unique perspective on how experienced valuation analysts handle particular types of valuations, as well as assistance in phrasing complex portions of a report and other related information. Valuation issues covered and found in the Reports Library include estate tax, gift tax, estate planning, ESOPs, marital dissolution, litigation involving shareholders, share valuation, buy/sell agreements, stock incentive plans, sale of interests, stock transfer, and many others.

KeyValueData’s report templates are all written by credentialed valuators and have been reviewed through the Quality Enhancement Case Analysis Program administered by the National Association of Certified Valuation Analysts (NACVA). Note, however, that these templates are provided for illustrative purposes only. Laws, standards, and practices change over time and vary from jurisdiction to jurisdiction, and valuators must be responsible for ensuring that their valuation reports conform to the relevant legal and other requirements. KeyValueData assumes no responsibility nor liability for the current standards-worthiness or accuracy of these historical templates, nor for the assumptions, errors, or omissions made by valuators employing these templates.