Calculation Summary Report or Formal Valuation Report?
ValuAdder produces two different kinds of reports. They serve different purposes, are created in different ways, and aren't interchangeable. This page compares them directly and links to a sample of each.
Which one do you need?
Report Builder (sold separately)
Formal Business Valuation Report
A complete, narrative appraisal report prepared with the Report Builder™ built to USPAP and AICPA SSVS standards for court, financing, or client deliverables.
Included with ValuAdder
Calculation Summary Report
A quick, one-click, method-specific summary generated automatically from the ValuAdder Reports menu. Good for internal review or a fast client snapshot.
Side-by-side comparison
| Formal Business Valuation Report | Calculation Summary Report | |
|---|---|---|
| Example document | Smith Business Partners, Inc. Business Valuation Report | Multiple of Discretionary Earnings Calculation Summary Report |
| Generated how | Prepared with the separately sold Report Builder | One click from ValuAdder's Reports menu |
| Scope | Full narrative appraisal report | Method-specific calculation summary |
| Included with | Report Builder template product | ValuAdder valuation / deal-analysis software |
| Sample link | View Formal Business Valuation Report | View Calculation Summary Report |
Frequently asked questions
Is the Sample Formal Business Valuation Report the same as the Sample Calculation Report?
No. The Sample Formal Business Valuation Report is a completed narrative appraisal-report example prepared using ValuAdder Business Valuation Report Builder. The Sample Calculation Report is an automatically generated, method-specific calculation summary from ValuAdder Business Valuation Software. They are distinct documents with different scopes and purposes.
Which ValuAdder report do I need?
Use a Calculation Summary Report for a quick, one-click record of a single valuation method's results. Use a Formal Business Valuation Report, produced with the Report Builder, when you need a complete, standards-compliant narrative appraisal suitable for court, financing, or client deliverables.