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Sample Business Valuation Reports

The following guide provides sources for sample business valuation reports. Each entry listed below includes a brief description of the resource and notes any information that is available free online.

Select from the following resources:

Sample Business Valuation Reports
Trugman Valuation Inc.

The following sample valuation reports were prepared by Gary R. Trugman, author of "Understanding Business Valuation: A Practical Guide to Valuing Small to Medium Sized Businesses, Fourth Edition"
(AICPA, 2012), and other members of his firm. All sample reports are available free online.

Professional Practice Valuation
Shareholder Oppression Report
Valuation of a Unique Asset
Estate Tax Valuation
Family Limited Partnership Valuation
Calculation Engagement
Full Valuation – Detailed Report – Large Company
Full Valuation – Summary Report
Full Valuation – Detailed Report – Small Company

Sample Business Valuation Reports Library
National Association of Certified Valuation Analysts

Each library volume listed below contains nine or more reports selected from hundreds of business valuation reports submitted to the NACVA Case Analysis Program for the following report categories.
Search the NACVA "Store" for "sample reports" to see the complete list of library volumes available.

Sample Reports Library Special Edition 2012
Sample Reports Library Vol. 17: C-Corporations
Sample Reports Library Vol. 18: Non C-Corporations
Sample Reports Library Vol. 19: Controlling Interests
Sample Reports Library Vol. 20: Non-Controlling Interests
Sample Reports Library Vol. 21: Tax Issues
Sample Reports Library Vol. 22: Non-Tax Valuations
Sample Reports Library Vol. 23: Manufacturing and Construction
Sample Reports Library Vol. 24: Services and Retail/Wholesale

Comprehensive Guide for the Valuation of Family Limited Partnerships
Partnership Profiles, Inc., 5th edition, 2017

Comprehensive guide demonstrates how to use closed-end fund, real estate investment trust, and real estate limited partnership data to value limited partnership interests in family limited partnerships, with sample appraisal reports included for family limited partnerships holding marketable securities, income producing and non-income producing real estate, multiple types of assets, and oil and gas interests.

Sample Family Limited Partnership Appraisal Reports
Partnership Profiles, Inc.

Sample appraisal reports available from this source include reports for limited partnerships holding income producing real estate, marketable securities, mixed assets, and non-income producing real estate. Each report is a complete self-contained appraisal that demonstrates how to value ownership interests in family limited partnerships using both the income approach and the market approach.

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