Valuation of assets and equity

• Identification of rights over the assets being valued (documentation):

– Real estate list (apartments, commercial spaces – condominium ownership)

– Copy of the plan (family houses, residential-commercial buildings, business complexes, land)

– Purchase agreement

– Excerpt from the urban plan (family houses, residential-commercial buildings, business complexes, land)

– Project documentation (family houses, residential-commercial buildings, business complexes)

 

• Determining the purpose of the valuation:

– Securing loans for individuals or businesses

– Determining the amount of non-cash contributions in the formation of the founding capital of a company

– Revising the book value in financial statements

– Applying International Accounting Standards – IAS 16

– Determining the liquidation value in case of forced sale or bankruptcy

– Determining the amount of investment in building reconstruction

– Insuring buildings

-Transactional purposes

–  Real estate transactions – assisting sellers in determining an acceptable price, or  assisting buyers in determining the offered price of the property

–  Inheritance divisions

 

• Determining the effective date of the valuation (the time frame in which the valuation is conducted)
• Collecting and analyzing data required for applying the chosen valuation method;
• Selecting and applying the valuation method;
• Drawing conclusions about the value and preparing the report.