Basic
1 page · PDF
The calculation at a glance
A one-page record of the inputs, present value, calculation method, and scope.
- Core assumptions and value reconciliation
- Monthly discounting method
- Scope and limitations
Basic has one report format.
Resources
Sample reports
See the same fictional calculation in Basic, Pro, and Expert. Preview the PDFs or download them to compare.
One shared calculation
$268,196.90 present value
Illustrative inputs. No independent professional review.
- Monthly support
- $5,000
- Payment term
- 60 months
- Annual rate
- 4.5%
- Valuation date
- Sep 20, 2026
Nominal annual rate, compounded monthly. First payment in one month. No annual adjustment or tax illustration. The sample rate is not a recommendation.
Pro
15 pages · PDF
Analysis with supporting workpapers
A full report with findings, an alternative scenario, sensitivity exhibits, and supporting schedules.
- Executive findings and source register
- Rate, amount, and payment-count sensitivity
- Annual and monthly cash-flow schedules
Expert
17 pages · PDF
Firm branding and deeper analysis
Everything shown in the Pro sample, with a fictional firm identity and additional buyout analysis.
- Firm name, color, and contact details
- Full-buyout offer and reverse calculations
- Combined rate-and-duration analysis
Skipped, reduced, and balloon payments
This separate example starts with 24 monthly payments of $5,000. Payment 6 is replaced with zero, payment 18 with $2,000, and payment 24 with $20,000. The modeled present value is $120,571.06.
A fictional partial buyout retains $1,500 monthly, with a matching zero retained payment at installment 6. The reconciliation records each reason, calculated amount, replacement, and present-value effect. It remains included when the every-payment schedule is off and in the executive summary.
View adjusted summary (4 pages)View adjusted full report (14 pages)Download Expert package (PDF, Word, Excel, JSON)
All inputs and proposal terms are fictional. Editable companion files carry the same report identity; later edits do not update the fixed PDF. Learn how to edit a payment.
What changes between the samples?
The baseline inputs and present value stay the same. The full Pro and Expert reports also compare a 4.0% annual-rate alternative with the same monthly payments and term. Expert adds an illustrative $265,000.00 full-buyout proposal with no retained monthly support.
“Example Forensic Accounting” is a fictional firm used to demonstrate branding. All sample reports are marked as illustrative and not independently reviewed. Actual report contents depend on the settings and exhibits you select.
These samples use SB-PV 5.0 and were generated September 20, 2026. Compare the tiers or learn how to create your own report.