NACVA-aligned report structure
Income, Asset, and Market approaches reconciled to an indicated value and supported by the evidence audit trail lenders expect.
Business valuation software for practitioners
ReportGen produces SBA-lending-ready valuation reports built to NACVA standards. Upload tax returns and working files, then generate a defensible report that combines the Income, Asset, and Market approaches with live data from FRED, the Census, BEA, and IRS SOI — every assumption cited, dated, and traceable.
Built for NACVA-credentialed analysts and valuation practitioners. No retyping. No black boxes.
Click a step to see what happens at each stage.
Step 1 of 4
Upload tax returns and working files. ReportGen normalizes the financial statements and maps every line to your valuation workbook — no retyping.
Income, Asset, and Market approaches reconciled to an indicated value and supported by the evidence audit trail lenders expect.
FRED, the Census, BEA, IRS SOI Tax Stats, and Damodaran feed every assumption, each with a dated observation timestamp.
Every assumption and normalization adjustment is shown as a formula, cited to a public source, and available for analyst review and override.
Reports route for credentialed review at the SBA goodwill threshold and include the work SBA lenders require.
ReportGen is engineered so that every number in a valuation report can be reviewed, overridden, or defended. The report states the formula, the source, and the basis for each assumption — never the machinery behind it.
Capitalize normalized earnings using a build-up rate: risk-free rate + equity risk premium + size premium + company-specific risk minus long-term growth.
Balance-sheet-derived net asset value adjusted to fair value, used as a cross-check floor for asset-heavy businesses.
Public-company and transaction multiples corroborate the range, then reconcile to an indicated value alongside the other approaches.
Subject-company tax data first, then live public macro inputs (FRED, BEA, the Census, BLS), then market and demographic data (ExitValue, filed.org, SBA open data), then IRS rulings and Damodaran literature. Template defaults appear only when a live source is unavailable, and the report states the basis for each.
Every calculation renders with a cited, dated source. The report concludes with a reconciliation of indicated values and a Sources and Assumptions section scored for data quality and confidence.
Generate a NACVA-compliant report, then refine the supporting tax and industry data that feeds it.
NACVA-compliant
Upload tax returns and working files, then produce an SBA-lending-ready report combining the Income, Asset, and Market approaches with live macro and market data.
Open valuation toolSupporting data pipeline
Extract and normalize income statement and balance sheet lines to seed your valuation workbook.
Open tax data toolIndustry context
Pull financial ratios and common-size percentages from industry reports for market cross-checks.
Open industry data toolReportGen serves practitioners who need a defensible, reviewable work product — not a black-box estimate. The output is structured to NACVA standards and the ASA Business Valuation Standards.
Reports follow NACVA professional standards and ASA Business Valuation Standards, with an evidence audit trail and dated source citations appropriate for SBA lending, merger advisory, and expert-witness engagements.
Case studies and references from NACVA-credentialed analysts are available on request. Reports automatically flag engagements for credentialed review when goodwill meets the SBA threshold.