Valuation of business, share holdings
Dear customer, before our specialist’s work begins you should send us an application according to the following example (you can find address and telephone number in the contacts unit).
The list of the documents necessary for valuation of property complexes (business):
1. Balance sheets of the enterprise on January, 1 for last three years and on the date of valuation with appendices.
2. Explanatory (key) notes to annual reports for last three years.
3. The report on expenses for production (the Form ¹ 5-Ç) for last three years and on the date of valuation.
4. The list of the permanent assets on the valuation date in e-form and on the paper carrier.
5. The register of revaluation of the permanent assets on valuation date in e-form.
6. The list of objects of non-productive sphere on valuation date in e-form and on the paper carrier.
7. Specifying of investments in non-current assets (accounting records 07, 08) on the valuation date.
8. The list of objects of incomplete building and the unstated equipment on the valuation date in e-form and on the paper carrier.
9. The register of revaluation of incomplete building and the unstated equipment on the valuation date.
10. Specifying of accounting records 04 - intangible assets (balance and depreciated value, commissioning) on the valuation date.
11. Tax rates: on real estate and land, on profit, transport charge, payments to innovation fund, other charges. To specify, whether there are tax reliefs and how much.
12. Copies of technical certificates on buildings with floor plans.
13. Copies of registration certificates and inventory cards on buildings.
14. The land tenure certificate.
15. The schedule of credit repayments for next five years in e-form and on the paper carrier.
16. Specifying of accounts payable (the sums, occurrence terms, name of the creditor).
17. Specifying of accounts receivable (the sums, occurrence terms, name of the debtor).
18. Specifying of 560 line of balance sheet (target financing) on the valuation date.
19. Specifying of 260 line of balance sheet (long-term financial investments) on the valuation date.
20. To specify, what stocks of what enterprises the evaluated enterprise owns, what its share in the authorized capital of these enterprises, to present balance sheets of the enterprises on the valuation date.
21. Data on let out production (the goods, services) for last 2-3 years noting production volume.
22. Data on suppliers of raw materials and materials (for last 2-3 years).
23. Data on buyers of the goods and services, commodity markets (for last 2-3 years noting production volume).
24. Data on the prices on raw materials and on let out production in the internal and external markets.
25. Data on competitors, their possible purchases and sales (if such information is possessed).
26. Data on capacities of the enterprise, level of their utilization (for last 2-3 years), norms of the consumption of raw materials and materials.
27. The approved programs on recourses and power saving.
28. Data on number of workers of the enterprise (account on labor).
29. The business plan of the enterprise.
30. The general information on the enterprise.
31. Founding documents of the enterprise, a copy of the certificate on the state registration.
32. Organizational structure of the enterprise.
All the given information should be attested with the enterprise seal.
Other information can be necessary in the course of valuation.
Head of the department – Pashevich Ivan Mihailovich.
