CVA Report Reviewers and Graders Application

Your Role
Becoming a Report Reviewer/Grader for NACVA are two of the most important roles anyone can play in this organization. Designating newly minted CVAs is critical to the ongoing vitality and growth of the Association and helps to build recognition of the credential within the industry itself and within the legal and business communities. The more CVAs in the marketplace, the more valuable your CVA becomes. The nicest compliment we hear is, “You are a CVA! I have heard good things about you.” More important than recognition, is the quality and caliber of the CVAs we mint. This is where your role can really pay off. Ideally, as far as Reviewers are concerned, the relationship you should strive to achieve with each CVA Candidate is one where the newly designated CVA feels he/she can continue to call upon you as they pursue their career, and one where you have enough confidence in the new CVA to write a few good words of confidence to pass along to their employer/associates or put into a letter of recommend, if requested.

Big Picture
NACVA typically has 250–350 CVA Candidates a year. Those completing a business valuation (BV) report using our sample Case Study (Dunn Well, Inc.) or submitting an actual BV report in lieu of the Case Study, may request a Report Reviewer to review and critique their report prior to submission for grading or after having received a failing score. Given that most of the Reviewers counsel will center around Dunn Well, Inc., your first requirement as a Report Reviewer or Grader is to be thoroughly familiar with the case (we will provide you a few samples of stellar reports written by our Candidates if requested).

Only about one quarter of our Candidates request the services of the Reviewers, thus, depending on your availability and size of our Reviewer Team, it could be upwards of 12 times a year where you would be assigned to a Candidate.

Extra Mile
It is hoped that a Reviewer’s service to a particular Candidate does not end after one consultation. If you have not heard from a Candidate within a few weeks after the consultation, feel free to reach out and connect with them. This is an important part of your job, given that most Candidates are new to BV. We know they appreciate any extra support we can give them. We find that many Candidates (after they finish the recommended Business Valuation Certification and Training Center and have taken the multiple-choice proctored CVA exam), once they get back to the office, the Case Study often takes the back seat. Almost 50% of our Candidates never complete the Case Study. Thus, a little extra push from our Reviewers helps to get them over the finish line.

Required Qualifications
To be a NACVA Reviewer or Grader, you must be a CVA member of NACVA and have 10+ years’ experience in business valuations. It is helpful if you are or have been involved in NACVA’s educational programs as an instructor/presenter. To be a Reviewer, it is highly beneficial if you have been a Case Study Grader on our CVA Exam and Grading Team. But most importantly, you are offering your services because you care deeply about our profession and the quality and caliber of individuals entering into it, and you want to make a difference.

In general, the above are important characteristics NACVA looks for in searching for members to support the Association. We have learned that care and passion for the profession delivers the best and highest level of support.

Report Reviewer’s Compensation
Reviewers receive $125 of the $200 fee NACVA charges Candidates for this service. It is a flat fee, meaning it is not tied to the length of time it takes to provide the service. We recognize this fee does not come close to the hourly rates our Reviewers bill their clients, but the reasons why a NACVA member would do this are altruistic and for the betterment of the profession.

Grader Compensation

Benefits Package: Benefits to Reviewers and Graders are listed below and apply during the time you actually serve as a Reviewer/Grader. They are not cumulative, meaning if you are both a Reviewer and a Grader, you do not get double benefits. Unused benefits cannot be carried over from year to year. Your year starts when we notify you in writing that you have been accepted to the Program.

50% off Membership Dues each year during the term. Reviewer/Grader will be billed the full amount of membership dues during each year, which must be paid in full. This benefit will come in the form of a refund paid in the first quarter following the end of each year of your term.
Free Registration for up to a combined total of two (2) days (or 16 hours) per year during your term of Continuing Professional Education (CPE) at any Consultants’ Training Institute live or online event. Reviewers and Graders must register for an event prior to attending. There will be a $100 administration fee for each day NACVA/CTI comps for Reviewers/Graders at a live face-to-face event. This benefit does not apply to the NACVA/CTI’s Business Valuation and Financial Litigation Super Conference, now held in the fall each year, and cannot be assigned to another person.
10% additional discount off the already 10% discounted member prices for products, services, and training, but only where the 10% member discount applies (unless otherwise indicated); no other discounts apply.
No discount is available for individual databases, unless one is a subscriber to KeyValueData (KVD) (see below).
Free Silver level or $300 off an upgraded level of a KVD subscription. Click here for KVD database bundle packages. (Prices are subject to change.)
If a Reviewer/Grader purchases any of the Ultimate packages, i.e., Triple Play, Titanium, Software, or Training and Membership Subscription, he or she receives a 10% discount off the regular monthly payment. The discount is reduced to 5% off the Ultimate package where the 12 monthly payments are paid in advance because advance pay pricing is already discounted 10%. The Ultimate benefits described here supersede the training benefits noted above. No other Ultimate promotional discounts apply.

If you are interested in participating as a Reviewer or Grader in NACVA’s elite CVA Candidate Support Program, and you meet and agree to the criteria outlined above, please complete the information requested below and upload a current curriculum vitae (CV).

Question Title

* Applicant's Information:

Name:

Designations:

Firm Name:

Address:

City:

State:

ZIP:

E-mail Address:

Phone Number:

Foundational Questions

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* Are you currently or recently involved with NACVA (or the Consultant’s Training Institute) as a presenter and/or instructor?

Yes

If yes to the above, what programs and topics have you presented/taught (please describe)? And when approximately was the last time you presented/taught (month/year)?

Question Title

* Are you currently, or have you been, a member of NACVA’s CVA Exam and Grading Team?

Yes

If yes to the above, when approximately was the last time you graded a Candidate’s valuation report based on NACVA’s sample Case Study (month/year)?

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* If yes to the above, which sample Case Study was the valuation report you graded based upon (check all that apply)?

Dunn-Well, Inc.

Redmond Pro Printing

Peachtree Plumbing

Attestation to Professional Conduct

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* If you are a CPA, do you hold a current CPA License?

Yes

N/A–I am not a CPA

If No, please explain:

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* Have you ever been convicted of any felony or any crime carrying a punishment of time in prison, whether or not time was served?

Yes

If Yes, please explain:

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* Have you ever been convicted of a misdemeanor involving moral turpitude (lying, cheating, stealing, or other dishonest conduct) or any equivalent crime in any court of law?

Yes

If Yes, please explain:

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* Have you ever had any professional/business license, professional certification, or professional membership revoked, refused, or suspended (other than for non-payment of dues)?

Yes

If Yes, please explain:

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* Upload your current Curriculum Vitae (CV)

PDF, DOC, DOCX, PNG, JPG, JPEG, GIF file types only.

Choose File

Attestation
It is important to NACVA to obtain your confirmation that you have read the information provided in this application and the descriptive information about how the Report Reviewers and Graders are intended to function, and that you understand your role and responsibility. Furthermore, that you will perform your duties to the best of your abilities. To indicate your acknowledgement and agreement to the above, please sign and date below.

Question Title

* Signature (Enter your full name and date to provide your electronic signature attestation):

Full Name:

Date:

Please click the button to submit the first part of your application and then complete the Reviewers and Graders Profile Survey on the next page.