How to make a business evaluation report
How to make a business evaluation report? In today's society, we are using reports more and more. When writing reports, we must pay attention to the completeness of the content. Many people are actually still at a loss when it comes to writing reports, so let’s teach you how to make a business evaluation report. How to make an enterprise evaluation report 1
The evaluation report should include the following main contents:
① Title and document number;
② Statement;
③Abstract;
④Text;
⑤Attachments.
(1) Title and document number
The title and document number of the assessment report are indispensable contents.
(2) Statement
The statement in the appraisal report shall include the following contents:
(1) The registered asset appraiser adheres to the principles of independence, objectivity and impartiality, Comply with relevant laws, regulations and asset appraisal standards, and assume corresponding responsibilities;
(2) Remind users of the appraisal report to pay attention to the special matters and usage restrictions of the appraisal report;
(3) Other content that needs to be declared.
(3) Summary
The summary of the valuation report should provide the main information of the valuation business and the valuation conclusion.
(4) Text
The text of the valuation report should include:
(1) Use of valuation reports other than the entrusting party, property rights holder and entrusting party
(2)Purpose of evaluation;
(3)Object of evaluation and scope of evaluation;
(4)Value type and its definition;
(5) Evaluation base date;
(6) Evaluation basis;
(7) Evaluation method;
(8) Implementation process and situation of the assessment procedure;
(9) Assessment assumptions;
(10) Assessment conclusion;
(11) Description of special matters ;
(12) Statement of limitations on the use of the appraisal report;
(13) Valuation report date;
(14) Signature and seal of the registered asset appraiser, appraisal Seal of the institution and signature of the legal representative or partner.
(5) Attachments
The attachments to the evaluation report refer to data, pictures, tables and other content related to the main text.
Extended reading: Appraisal report definition and classification
Definition
An appraisal report generally refers to the appraiser’s performance of the necessary appraisal in accordance with the requirements of the relevant appraisal standards. After the procedure, a written professional opinion is issued by the appraisal institution where the appraisal object is valued for a specific purpose on the appraisal base date.
Classification
In addition to the usual evaluation reports for land, real estate, mining, assets, and insurance, there are many different types of evaluation reports, such as project evaluation reports, quality supervision evaluation reports, Investment environment assessment report, supplier assessment report, etc. How to make a business valuation report 2
How to write a business asset valuation report
The asset valuation report is a fair work report submitted to the client after the valuation agency completes the valuation of the assets. , is the result of the appraisal agency's performance of the appraisal agreement, is a document proving that the appraisal agency assumes legal responsibility for the asset appraisal project, and is also a written report submitted by the appraisal agency that reflects the asset appraisal results.
Generally speaking, an asset appraisal report should include four parts: header, main body, tail and attachments.
(1) The header includes three contents: title, number and name of the entrusting unit (i.e. the unit to which the report is sent). The title consists of three parts: the name of the appraisal agency, the appraisal object, and the language. For example, the asset appraisal results report of _______ Accounting Firm on _______ Co., Ltd.; the number is the year number and sequence number written by the appraisal agency report. Composition; the entrusting unit is the unit that entrusts the appraisal agency to conduct asset appraisal, and is also the unit to which the report is sent.
(2) The text of the asset valuation report includes three parts: preface, valuation conclusion, and valuation description.
The preface should state that the evaluation is entrusted by the owner of the assets, the name of the unit being evaluated, the base date of the evaluation, the scope of the evaluation, the purpose of the evaluation and the owner of the assets. Evaluate the status of application approval and project establishment, etc. Generally speaking, although the preface is short, it contains a lot of information. Therefore, the language of the preface must be very concise.
The conclusion of the evaluation is the focus of the entire evaluation report. In order to make the evaluation conclusion convincing, it is necessary to first explain the basis of the evaluation, the principles followed by the evaluation activities and the specific evaluation methods used, and then write down the evaluation results.
The evaluation description mainly explains the important matters involved in the evaluation process. Some evaluation reports put the explanation first and the conclusion last; some reports put the conclusion first and the explanation last. Both formats have their own benefits, but no matter whether the explanation is before the conclusion or after the conclusion, it is better to write it in itemized statements.
(3) The tail generally contains the name of the attachment, the name of the evaluation agency, the relevant evaluator and the date of the report. The name of the attachment should be stated after the main text. Write the full name of the attachment, and number the number of attachments in order.
The name of the appraisal agency must be written in full and stamped with the official seal. The person in charge of the appraisal agency, the person in charge of the appraisal project, the Chinese certified accountants and other appraisers should all sign and indicate their technical titles one by one. The date refers to the time when the evaluation results report is submitted, and should be written in the year, month and day. The attachments should be prepared in accordance with the requirements of the asset assessment report and attached to the report. How to make a business valuation report 3
1. How to write the content of the company’s asset valuation report?
The text of the valuation report should be written according to the following basic content and format:
< p> 1. Heading;2. Introduction;
3. Introduction to the entrusting party and asset possessor;
4. Purpose of evaluation;
5. Assessment scope and objects;
6. Assessment base date;
7. Assessment principles;
8. Assessment basis;
9. Evaluation method;
10. Evaluation process;
11. Evaluation conclusion;
12. Description of special matters;
13. Significant events after the evaluation base date;
14. Legal validity of the evaluation report;
15. Date of submission of the evaluation report;
16. Tail .
The asset appraisal report is the result of the appraisal agency's performance of the appraisal contract, and is also a document proving that the appraisal agency assumes legal responsibility for the asset appraisal project.
Company Asset Appraisal Report Template
Client (Party A): __________________
Trustee (Party B): __________________
1 , evaluation project and name, content
Party B is entrusted by Party A to evaluate the following assets in accordance with the principles of fairness, objectivity, independence and science:
1. __________________________________________________.
2. __________________________________________________.
3. __________________________________________________.
2. Evaluation purpose and requirements
Evaluation purpose: _______________________________________________.
Assessment requirements:_______________________________________________.
3. Valuation Base Date
Based on the negotiation between the two parties, the asset valuation base date is determined to be ______ month ______ day of _____ year.
4. Report submission time
Party B shall receive the asset evaluation declaration form, relevant approvals, ownership certificates and evaluation objects provided by Party A. The evaluation work shall be completed within _______ days after the materials are submitted, that is, the "Asset Appraisal Report" and relevant attachments _______ and other information shall be submitted to Party A before _______ month _______ of _______ year.
5. Appraisal fees and payment methods
According to the provisions of the State Price Bureau and the State-owned Assets Administration [1992] Price Document No. 625 and combined with the actual situation of this appraisal, after both parties After negotiation, the evaluation fee for this project is RMB ____ (lowercase: ____). 50% of the evaluation fee will be paid in advance to Party B within three days after the contract is signed, and the rest will be paid in one lump sum when the formal evaluation report is delivered.
6. Rights and Obligations of Party A
1. Party A shall provide Party B with the information and documents required for the evaluation of this project within _______ days after both parties sign this contract. and information data. Party A is responsible for the authenticity, legality and completeness of the information provided;
2. Party A provides Party B with the necessary office conditions for on-site work, and provides assistance in transportation, food and accommodation, etc.;
p>
3. Party A should actively cooperate with Party B’s on-site work, especially on-site investigation and asset inventory work. Party A should designate specialized technical personnel or relevant personnel to cooperate with Party B’s work so that the evaluation work can be carried out normally and smoothly;
4. Party A may complain to Party B’s company (telephone number: _______________) if any of Party B’s evaluation staff has improper demands or behaviors that exceed the scope of this contract. Persons who have an interest in Party A have the right to withdraw.
5. Do not interfere with Party B’s normal evaluation procedures.
7. Party B’s Rights and Obligations
1. In the evaluation work, adhere to the principles of independence, objectivity, fairness and science, conscientiously implement relevant laws and regulations, and strictly abide by work procedures and Technical guidelines, and bear corresponding legal responsibility for the formal "Technology Assessment Report" provided to Party A;
2. Party B is responsible for the relevant information provided by Party A and the commercial secrets and intellectual property rights involved in the assessment. Have the obligation to keep confidentiality and bear relevant legal and economic responsibilities;
3. Party B shall submit the "Technology Assessment Report" according to the time agreed in this contract; if Party A fails to submit the basic information required for the assessment at the agreed time, , Party B has the right to extend the time for submitting the report;
4. During the evaluation process, Party A proposes major modifications to the evaluation objects, evaluation, scope and purpose of the evaluation agreed in the contract, which requires Party B to adjust the work content. Both parties shall Also negotiate the assessment fees and time to submit the assessment report.
5. After Party B accepts the entrustment, if it is found that the information provided by Party A is inconsistent with the facts or is fraudulent, Party B has the right to terminate the evaluation work and the evaluation fee collected will not be refunded. The resulting economic losses and legal liabilities shall be borne by Party A. If the evaluation work cannot be completed on time due to Party A's errors in providing information and cooperating with related agreed-upon matters, Party B will not bear any financial or legal responsibility.
8. Other Agreements
1. Both parties must abide by the terms of this contract. If Party B breaches the contract without reason, all the evaluation fees collected shall be returned to Party A, and shall compensate Party A for liquidated damages equal to the evaluation fee; if Party A breaches the contract without reason, the evaluation fees payable shall be paid in accordance with the provisions of this contract.
2. This contract is valid from the date signed and sealed by both parties until Party B submits a formal "Technology Evaluation Report" to Party A and receives payment of all evaluation fees from Party A.
3. Matters not covered in this contract shall be handled by both parties in accordance with relevant national laws and regulations.
4. This contract is made in _______ copies, and Party A and Party B each hold _______ copies.
Party A (signature): _________
Party B (signature): _________
_______year____month_______day
< p> Attachment: Information that the client should submit to the evaluation agency1. Application for evaluation report and approval from the relevant management department (copy);
2. Business license of the client and other certificates (copies);
3. Catalog and explanatory materials of the project to be evaluated (including technical appraisal materials, etc.);
4. Certificate of ownership of the project to be evaluated (such as Patent certificate, trademark registration certificate);
5. Feasibility analysis report on technology project development;
6. All expenses and accounting documents during the research and development process of the project to be evaluated; < /p>
7. Contracts, notarial certificates, payment vouchers or other supporting materials for the introduction or transfer of assets;
8. Various financial statements of the client in the past 3 to 5 years (such as asset Liability sheet, profit and loss statement, tax payment form, etc.);
9. The client’s self-assessed value and basis for the project to be evaluated;
10. Information that both parties to the contract deem necessary or can provide Other information (such as the sales channels of the client's products, market analysis, products in similar industries, competitors, etc.).
Asset evaluation is very necessary. Every company will have floating positions and fixed management. Usually, the company is busy with operations and cannot obtain detailed information on the company's operating status. Asset evaluation can clearly identify losses or profits. Able to make timely changes in management based on losses or profits.