Preparation of expert business valuations

Business valuation includes an analysis of the financial status of the company, its capital structure, its competitive advantages, and its potential to generate income for its owners, as well as an analysis of the value of its assets and liabilities.

ADVANCE prepares business valuations in their entirety:
  • Determining the value of a commercial enterprise
  • Determining the value of shares or equity in the capital
  • Determining the value of receivables
Preparation of expert <span>business</span> valuations

Objectives and process of preparing a business valuation

The assessment of a commercial enterprise is typically used to determine the market value of the business for a wide range of needs such as:

Assessments for financing and insurance purposes

Assessments for financing and insurance purposes

Адванс is listed on the official lists of all banks and works with all credit and financing institutions in the country.

Advance's appraisers prepare assessments of real estate, machinery and equipment, commercial enterprises, agricultural lands, and other assets to explore financing opportunities for their clients.

Advance also collaborates with leading insurance companies and brokers in determining insurance values for assets.

Assessments for financial reporting

Assessments for financial reporting

Advance's team provides comprehensive assistance to its clients in determining the fair value of businesses, cash-generating units, individual assets and liabilities, and in reputation assessment.

The assessments are related to IFRS 3 - Business Combinations, IAS 36 - Impairment Testing, and IFRS 13 - Fair Value Measurement.

IAS 36 requires annual tests for certain assets, and when necessary, recognition of impairment. Advance's experts can conduct the required annual tests and assess their impact on financial statements.

Transaction-related assessments

Transaction-related assessments

Assessments for acquisition or sale purposes, including analysis of the range of indicative values of the acquired company.

The key element of any purchase or sale of a business is an impartial and objective opinion of its value. Business valuation in transaction cases is not only important for the client but also a significant source of arguments in the price negotiation process.

Advance's experts offer professionalism and objectivity in preparing business valuations for the purpose of concluding a transaction.

Assessments for tax purposes

Assessments for tax purposes

Assessments for the purpose of determining corporate taxes, personal income taxes, and real estate taxes.

In addition to heightened tax authority scrutiny regarding various business transactions (especially those between related parties), independent valuations of shares and assets are crucial.

Advance's team has extensive experience in preparing evaluations of assets, shares, and stocks, taking into account national tax aspects and requirements for transactions between related parties.

Regulatory assessments

Regulatory assessments

Some transformations under the Commercial Code related to companies require a special procedure defined by law. According to the requirements of the Commercial Code, for regulatory purposes, determination of:

  • Fair values in determining exchange ratios
  • The value of non-cash contributions to the company's capital.

In these cases, Advance's appraisers have extensive experience in preparing evaluations, supporting clients comprehensively throughout the process in collaboration with experts and lawyers.

Prices and required documentation for preparing a business valuation

Prices and required documentation for preparing a business valuation

Price for preparing business valuations:

Prices are negotiated depending on the subject of valuation and the scope of work.

To offer you a specific price for the service, please submit financial statements for the latest financial reporting period, as well as an inventory list of assets at info@ocenki.bg or contact us at: 0800 15 088

You can find our basic price list of services here:

Price list of services
Key documents required for preparing a business valuation include:
  • Annual or interim financial statements
  • Accounting reports on receivables and payables
  • Inventory book
  • Forecast for the planned future development of the company over the next 3-5 years
  • Other documents - depending on the purpose of the appraisal and the specifics of the business

Timelines for conducting business valuations

The deadlines for preparing valuations of commercial enterprises range from 7 to 15 business days depending on the specifics of the valuation object.

For a specific quote regarding the price and deadline for preparing a valuation upon your request, please contact us at:
0800 15 088
Timelines for conducting business valuations