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.

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Choose your templates

To order, please choose which templates you'd like:

Computer type

What type of computer will you use the Engagement Letter Writer on?

Runs on Windows® Vista, 7, 8 and 10
Runs on macOS® 10.8, 10.9, 10.10 Yosemite, 10.11 El Capitan, 10.12 Sierra, 10.13 High Sierra
Delivery method

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Adds $10 per product
Adds $20 per product
Requirements

In addition to the operating system requirements above, these templates are designed for Microsoft® Word® 2007 or later.

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