How to Do a Market Value Report
A market value report details the price that a particular asset is worth in the market. Most market value reports look at things like real estate and stocks. For stocks, the market value is the price quoted on an exchange such as the New York Stock Exchange. For real estate, market value is the price at which a home is estimated to be worth, based on things such as local market prices and economy, the price at which the home was purchased, and improvements made to the property.
Instructions
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Write an executive summary. The summary should be an overview of what the report seeks to accomplish. Include a purpose statement and an overview of some of the key findings from your report. You should also include the expected selling price, or market value, of the asset at the end of the executive summary section.
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Explain the methodology for calculating the market value. To determine a stock's market value, multiply the number of shares of stock by the current stock price. For real estate, market values are also called appraisals. These can be a little more complicated. However, there are many online tools for calculating how much properties are worth. Include market activity indicators such as business sale terms (if applicable), and market conditions such as the ratio of selling price to asking price, and the number of days on the market.
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Show any applicable tables that correspond to your market value calculations. In a market value report for a business, include key business parameters such as annual gross revenues, operational expenses, cash flow and selling price. If your market value report coincides with a business sale transaction, include information about the time it takes to sell the business, interest rate, down payment and other financial information.
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Describe competitive market conditions. Research your market and look at things like competitor stocks, or other homes prices in your area. Provide a detailed description and tables that outline competitor prices and profits on sales of similar items. You may need to hire a qualified consultant to help you compile data for your particular segment.
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Conclude your report by summarizing all previous sections. Outline the methodology, key findings and market value you identified in the report. Include a section of references and definitions at the end of the report. Proofread and edit your report meticulously and always triple checks your numbers and facts.
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