Evaluation of the value of shares is carried out, first of all, for the implementation of purchase and sale transactions, registration of a pledge for obtaining a loan, when securities are deposited in the authorized capital of an enterprise, as well as in some other cases. What is the stock valuation procedure?
Instructions
Step 1
Evaluation of the company's shares involves a comprehensive and in-depth analysis of the company's activities, clarification of its financial performance and prospects. At the same time, they are not limited to the analysis of a specific enterprise, profitability, and the assessment of its assets at the real market value. An analysis of the relevant industry is also carried out.
Step 2
Thus, the assessment of the return on shares is an assessment of the entire business from the standpoint of the financial stability of the company that issued the shares. The assessment of the real value of securities is based on the same principle as the assessment of a business plan.
Step 3
The procedure for evaluating shares, as a rule, begins with an analysis of the industry of production, the state of affairs in the industry within the country, a specific region. This is followed by the study of the financial and economic activities of the enterprise.
Step 4
Further, the so-called cost approach is used, that is, the profit is calculated in the event of possible sales. The comparative approach means that the valuation is based on similar shares traded on the open market. The income approach is carried out taking into account the funds invested in a particular business.
Step 5
The most common purpose of valuation of shares is their valuation for inheritance purposes. Such an assessment is required to determine the amount of the notary fee upon receipt of a certificate of title to inherited property. In this case, the valuation of the shares is rather formal. The result of such an assessment will be an expert opinion on the value of the stake.
Step 6
To obtain an expert opinion, it is required to submit a copy of the death certificate of the owner of the shares, the customer's passport, an extract from the register of shareholders of the enterprise. The extract certifies that a certain number of shares were on the shareholder's personal account on the date of death. The cost of the service for evaluating a block of shares may amount to several thousand rubles per issuer.
Step 7
In general, for the service of assessing the market value of shares, you will have to pay an amount, the amount of which is determined individually and depends on the complexity of the assessment work, the completeness of the information provided by the customer and its reliability, as well as on the deadlines for the assessment of shares.
