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Sample of asset valuation report

Sample of asset appraisal report

Sample of asset appraisal report. With the improvement of people's own quality, reports will be used in more and more affairs. Reports have the characteristics of being written and ex post facto. . Whether you are studying social work or working as a professional, you need to learn how to write reports. Here is a sample of an asset appraisal report. Sample 1 of the asset appraisal report

ZX Appraisal Co., Ltd. accepts the entrustment of QS Co., Ltd. (note: you can virtual entruster), in accordance with the relevant national asset appraisal regulations, in the spirit of objectivity, independence and impartiality , scientific principles, and in accordance with recognized asset evaluation methods, evaluate the real estate market value entrusted by the client.

The company’s appraisers conducted on-site inspections, market surveys and inquiries on the assets entrusted to be appraised in accordance with necessary appraisal procedures, and made a judgment on the market value of the assets entrusted to be appraised on July 1, 2004. Fair reflection.

The asset evaluation situation and evaluation results are now reported as follows:

1. Introduction to the entrusting party and the asset occupier

Name: QS Co., Ltd.

Residence: No. 1154, XX Avenue, XX District

Legal representative: XXX

Registered capital: 45 million

Business scope: catering supply, domestic Commerce, hotels, dance halls, bathroom services, beauty salons, business services, etiquette services, simulation game consoles.

2. Evaluation purpose

Provide a value reference for foreign investment.

3. Assessment scope and objects

The assets included in the assessment scope this time are 21 properties and 2 land use rights owned by QS Co., Ltd. . Except for the 16 warehouses of the storage and transportation department located in XX New Village in XX District, the assessed properties and real estate are all located at the intersection of XX Avenue and XX Road in XX District and are currently used for commercial operations.

The ownership certificates of the assets under appraisal are "W Guoyong (2003) No. 157, 158," "W Fangzi No. 200205765, 200205766, 200205855, and 9900103" Number".

IV. Valuation base date

The base date of this appraisal project is July 1, 2004; all pricing standards used in this appraisal report are the effective asset prices on the appraisal base date The standard is close to the realization date of the evaluation purpose.

5. Evaluation principles

Follow the evaluation principles of objectivity, independence, impartiality, scientificity and rationality. On the basis of on-site inspection of all assets, the technical status and parameters of the assets are reasonably determined, and the current fair value of the assets is estimated accurately.

6. Basis of assessment

1. "Land Management Law" and "Real Estate Management Law";

2. State Council 1991 Order No. 91 of the year "State-owned Assets Assessment Management Measures" and "State-owned Assets Assessment Management Measures Implementation Rules";

3. China Assets Appraisal Association "China Appraisal Association (1996) No. 03" issued "Assets Appraisal" Opinions on Standards of Operation (Trial)";

4. "Interim Provisions on the Basic Content and Format of Asset Valuation Reports" and Caiqi [2004] No. 20 "Asset Valuation Standards - Basic Criteria" and "Professional Ethics of Asset Valuation" Guidelines—Basic Guidelines";

5. Benchmark land price information formulated by the W municipal government;

6. W Zheng [2004] No. 39 "The Municipal People's Government's Notice on the Announcement of W Urban Land Notice on Transfer Fee and Rent Standards";

7. Property rights certificate provided by the client: "W Guoyong (2003) No. 157, No. 158," "W Fangzi No. 200205765 , No. 200205766, No. 200205855, No. 9900103";

8. Asset appraisal business agreement and asset possession legal person business license;

9. Project cost information and housing prices Information;

10. On-site investigation records of evaluators, etc.

7. Valuation methods

According to the purpose of this asset valuation and the type of assets to be assessed, different valuation methods are used to evaluate the QS Company’s commercial operations. The market comparison method is used for houses and buildings, the replacement cost method is used for the warehouses of the storage and transportation department, and the replacement cost method and the benchmark land price correction coefficient method are used for land use rights.

8. Evaluation process

This evaluation will be from July 15, 2019 to July 21, 2019, including acceptance of entrustment, on-site investigation, evaluation and estimation, evaluation summary, and submission. Reporting and other entire processes. The main steps are:

1. Accept the entrustment: Our company accepted the entrustment from QS Co., Ltd. on July 15, 2016, and officially accepted the asset appraisal business.

After accepting the evaluation, the project leader will first understand the composition, property rights definition, operating status, evaluation scope, and evaluation purpose of the assets entrusted to be evaluated, and agree on the evaluation basis with the entrusting party and the asset possessor. On the same day, formulate an appraisal work plan and sign an "Asset Appraisal Business Entrustment Agreement" to clarify the respective responsibilities, obligations and basic matters of the appraisal business.

2. On-site investigation: Based on the asset owner’s asset inventory, the appraiser will investigate various indicators such as the location of the land and the degree of prosperity where it is located based on the asset appraisal declaration details filled out by the appraiser. , fill in the on-site survey records, check, verify and verify the property rights certification documents and other information.

3. Assessment and estimation: Based on the type of asset, the appraiser selects an assessment method based on the assessment site survey and other conditions, collects market information, and assesses and estimates the assessment value of the entrusted appraisal asset.

4. Submit the report: Organize, summarize, and analyze based on the appraiser’s preliminary appraisal results of the assets to be appraised, write a first draft of the asset appraisal report, and fully exchange opinions with the entrusting party and asset occupier, and conduct If necessary modifications are made, a formal asset appraisal report will be provided to the client after undergoing the company's internal three-level review in accordance with the procedures.

9. Notes on special matters

1. The results of this evaluation reflect the evaluation object determined in accordance with the open market principle for the purpose of this evaluation. The current fair market value does not take into account the impact of additional prices paid by special transactions that may be undertaken in the future on its assessed value, nor does it take into account the impact of changes in national macroeconomic policies and the impact of natural forces and other force majeure on asset prices.

2. The results of this evaluation do not take into account the impact on the evaluation value of the current or future mortgages on the assessed assets, which draws the attention of report users.

10. Significant events after the valuation base date of the valuation report

After the valuation base date, if the amount of assets changes during the validity period, the asset amount should be adjusted accordingly according to the valuation method. If the asset price standard changes and has a significant impact on the asset appraisal value, the client should hire an appraisal agency to re-determine the appraisal value.

11. Legal effect of the appraisal report

1. The “appraisal value” referred to in this report refers to the assets being appraised remaining unchanged and continuing to be operated or used by changing purposes. , and a fair valuation opinion for the purposes stated in this report, based on the conditions on the valuation base date and the external economic environment, that is, under the assumption that the assets can be openly traded in the market.

2. The attachments to this report are an important part of the report and have the same legal effect as the main body of the report.

3. This evaluation conclusion is valid for one year according to current regulations, that is, when the evaluation purpose is achieved within one year after the evaluation base date, the evaluation result can be used as the base price or basis for pricing. If it exceeds one year, it needs to be re-evaluated. Evaluate.

4. This evaluation conclusion is only used by the entrusting party for evaluation purposes and submitted to the property appraisal authority for review and use. The right to use the evaluation report belongs to the entrusting party. Without the permission of the entrusting party, the evaluation agency shall not Feel free to provide or disclose it to others.

5. This evaluation was made under the principles of independence, openness, science, and objectivity. Our company’s participants in the evaluation have no interest in the client. The evaluation work is under legal supervision. Personnel abide by professional ethics and standards.

6. The relevant legal certification documents involved in the report shall be provided by the entrusting party, and the entrusting party shall be responsible for their authenticity.

7. This report is only used to provide a value basis for the client's external investment and may not be used for other purposes, nor is it regarded as a guarantee for the future solvency of the assessed unit. The registered appraiser and the appraisal agency have nothing to do with the consequences caused by the improper use of the appraisal report by the client or other third parties.

12. Valuation Conclusion

The assessed value of the assets included in the scope of this valuation is RMB 120,044,111,500 Thousands, five hundred, five hundred and seven yuan (¥124,115,557 yuan). Among them: the assessed value of houses and buildings is 73,774,378 yuan, and the assessed value of land use rights is 50,341,179 yuan.

13. Date of submission of the evaluation report

The date of submission of this report is July 21, xxxx

14. Attachment

1. Detailed list of evaluation of houses and buildings

2. Detailed list of evaluation of land use rights

3. Letter of commitment from the asset appraisal client (copy)

4 , Commissioned Land Use Right Certificate (Copy) "W Guoyong (2003) No. 157, No. 158"

5. Commissioned House Ownership Certificate (Copy) "W House No. 200205765 No. 200205766, No. 200205855, No. 9900103"

6. Business license of the asset possessor (copy)

7. Business license of the appraisal agency (copy) < /p>

8. Appraisal agency qualification certificate (copy)

9. Certified appraiser qualification certificate (copy) Asset appraisal report sample 2

1. We In performing this intangible assets valuation business, we abide by relevant laws and regulations and adhere to the principles of independence, objectivity and impartiality; based on the information we collected during our practice, the content stated in the valuation report is objective, and we are responsible for the rationality of the valuation conclusions. legal liability.

2. The assets involved in the appraisal object are declared by the appraised unit and confirmed with its signature; the authenticity, legality, completeness of the information provided, and the appropriate use of the appraisal report are the responsibility of the entrusting party and Responsibilities of the Relevant Parties.

3. We have no existing or expected interest relationship with the evaluation object in the evaluation report; we have no existing or expected interest relationship with the relevant parties, and there is no bias against the relevant parties.

4. We have conducted an on-site investigation of the appraisal object and the assets involved in the appraisal report; we have paid necessary attention to the legal ownership status of the appraisal object and the assets involved. The legal ownership information of the appraisal object and the assets involved was inspected, and the problems that had been discovered were truthfully disclosed.

5. The analysis, judgment and conclusion in the valuation report issued by us are subject to the assumptions and qualifications in the valuation report. Users of the valuation report should fully consider the assumptions, qualifications, and limitations stated in the valuation report. Description of special matters and their impact on the assessment conclusion.

The Appraisal Co., Ltd. accepts the entrustment of *** Catering Investment Management Co., Ltd. (hereinafter referred to as *** Company), in accordance with relevant laws, regulations, asset appraisal standards and asset appraisal principles

Using the income evaluation method and following necessary evaluation procedures, the market value of the trademark owned by *** Company was evaluated on March 31, 20xx.

The asset evaluation report is now as follows:

1. Client:

***Catering Investment Management Co., Ltd.< /p>

2. Asset possessor:

*** Catering Investment Management Co., Ltd.

3. Report user:

Asset appraisal entrustment Other users specified by party and national laws and regulations.

4. Evaluation base date:

March 31, 20xx.

5. Evaluation purpose:

The intangible assets of the trademark.

6. Evaluation object:

Trademark.

7. Value types and their definitions:

The value type used in this assessment is market value. Market value refers to the estimated amount of the value of an asset that should be traded in an arm's length transaction between a willing buyer and a willing seller after normal marketing on the valuation base date. Both parties should act shrewdly and prudently and not be subject to any Forced suppression.

8. Evaluation method:

Use the income method for evaluation.

9. Valuation conclusion:

According to the purpose and value type of this valuation, the valuation value of the trademark’s intangible assets on the valuation base date is RMB*** million (one hundred million yuan) Thousands and ten thousand and twenty-four thousand and five hundred yuan).

10. Validity period of the evaluation conclusion:

This evaluation conclusion is valid within one year after the evaluation base date, that is, from *month*, 20xx to *month*, 20* . If it exceeds one year, the asset needs to be reassessed.

11. Special matters that have an impact on the assessment conclusion:

Users of the assessment report should pay attention to the impact of the special matters in this report on the assessment conclusion. Sample 3 of the asset appraisal report

1. Analysis of the overall status of the asset inventory work

(1) Base date for the asset inventory work

This inventory work is unified based on December 31, XX is the base date for asset inventory.

(2) Scope of asset inventory

1. Cleaned up the entire library’s accounts.

We comprehensively check and clean up the xx bank accounts, accounting subjects, cash on hand, capital transactions, etc., to ensure that the accounts are consistent, the accounting certificates are consistent, and the accounting statements are consistent.

2. Cleaned up the entire library property. This time we comprehensively cleaned up, checked and verified all the assets of xx. In accordance with the principle of combining physical inventory with verification of accounts, the inventory of fixed assets and asset income was focused.

3. Established a fixed asset card. During the inventory, we insisted on establishing fixed asset cards while inventorying assets, realizing dynamic management of fixed assets.

4. Improved relevant systems. Regarding the assets and financial management issues exposed during this asset inventory, we established and improved relevant systems in accordance with relevant policies and regulations to consolidate the inventory results.

(3) Implementation of the asset inventory work

In order to strengthen the leadership of the asset inventory work, the library has established an asset inventory working group. The team leader is the deputy director and the members are xx, It is composed of xx and the heads of various offices and groups. The library issued a notice to all offices and groups to carry out asset inventory work, requiring all offices and groups to support the inventory work.

Comrades who participated in the inventory work, under the circumstances of tight time and heavy tasks, worked overtime, gave up their rest time, concentrated on doing a good job in inventory work, and ensured the smooth completion of the asset inventory work.

(4) Achievements and existing problems in asset inventory

Through this asset inventory, we have a comprehensive understanding of the basic situation and financial situation of our library and asset status. A supervision system has been established to provide information support for strengthening the asset management of our library. It has laid a good foundation for further strengthening the asset income management of our library and standardizing the order of income distribution.

This asset inventory also found problems in the asset management of our library, which are mainly manifested in the problem of over and under inventory of fixed assets. The overage is due to omissions in assessments and the failure to timely evaluate some assets. The reason for the loss was due to the demolition of the front room and damage to some facilities and equipment.

2. The results of the asset inventory. This asset inventory revealed that the asset losses of our library are:

The facade of the library was demolished in January XX in accordance with the requirements of "mass entrepreneurship and innovation", and the loss was xx yuan. The museum's oil dispenser, copier, cordless phone, computer accessories, etc. lost xx yuan due to scrapping. These asset losses will be reported for write-off after confirmation by asset audit.

3. Problems and improvement measures in asset and financial management

The problems found in the asset and financial management during this asset inventory are: some assets were not transferred due to oversight by financial personnel. Timely entry into account. Some accounts were not processed in a timely manner, resulting in long-term debt.

In the future, we will further tighten the financial management system, strengthen request reporting, and handle relevant financial accounts in a timely manner after review and approval.

IV. Materials for reference

(1) The balance sheet of the unit after the carry-forward of 20xx.

(2) Proof of property rights of land and buildings (copies).

(3) Written description of the distribution, usage and operation of land, buildings and buildings.

(4) In 20xx, the Municipal Audit Bureau will issue an annual audit report or entrust a social intermediary agency to audit the report.

(5) Evidence of asset gains and losses. To declare various asset surpluses, asset losses and fund debts, the unit must provide legally binding external evidence, economic verification certificates from social intermediary agencies and internal evidence of the unit on specific matters.