Business Valuation Report Builder

Easily prepare professional business valuation reports.

Finally! A powerful way to present your business valuation results - to your clients, business partners, business buyers and owners, investors and lenders.

  • Gives you the flexibility of a fully editable report template for Microsoft® Office Word. View [sample business valuation report]
  • Covers key reporting requirements. Includes the key sections required to comply with the industry-leading USPAP Standard 10, AICPA SSVS No. 1, and IVS reporting guidelines.
  • Saves you time. Comments throughout point to the report sections you need to edit.
  • Provides report checklists. User's Guide gives you tips on how to prepare a report that complies with each valuation standard.
  • Enhances credibility. Present your business valuation results in a professional, defensible way.
  • Gives you the freedom to choose the scope and format of your report: USPAP restricted / full appraisal, AICPA SSVS Valuation / Calculation engagements, IRS Revenue Ruling 59-60.

Two steps to create your report

  1. Perform your business valuation.

    We recommend ValuAdder® Business Valuation Tools. Sold separately.

  2. Create a business valuation report using the Report Builder.

The Result:

A highly relevant report for each client – as required by the key business valuation reporting standards:

  • USPAP Standard 10
  • AICPA Statement on Standards for Valuation Services (SSVS No. 1)
  • International Valuation Standards (IVS)

Your Report Builder includes:

  • Report Creator which produces an unlimited number of customizable report templates.
  • User’s Guide which shows you how to develop professional business valuation reports quickly and effectively.
  • Extensive Comments which suggest the editorial changes you can make to complete your report.
  • Automatic Fill-In of common details including the client and business names, date of business appraisal and appraiser credentials.

Requirements & Recommendations

Report Builder runs on:

  • Windows® 8.1 and 10
  • macOS® 10.11, 10.12, 10.13 High Sierra, 10.14 Mojave, 10.15 Catalina, 11.0 Big Sur

In addition, all versions of the Report Builder require Microsoft® Office Word 2007 or newer.

We recommend ValuAdder® Business Valuation Software to perform your business valuation calculations. Sold separately.

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