Engagement Letter Writer

Use the editable templates for Microsoft Word to set the stage for your valuation projects. Agree up-front on the terms, scope, and costs. Manage client expectations.

Calculation Engagement Letter Writer

Establish the ground rules and manage client expectations for valuation projects that comply with the AICPA SSVS No. 1 business valuation standard.

Valuation Engagement Letter Writer

Create the framework for full scope business valuation projects that comply with the AICPA SSVS No. 1 standard valuation engagements. View excerpt…

Easily modify the Engagement Letter templates to comply with the USPAP Standard 10 business appraisal reporting requirements.

Requirements

The Engagement Letter Writer runs on:

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

In addition, all versions of the Engagement Letter Writer require Microsoft® Office Word 2007 or newer.