VALUATION OF SECURITIES FOR INVESTORS, COURT, TAX AND FINANCIAL PURPOSES

We conduct independent valuations of stocks, bonds, promissory notes and other financial instruments. Our reports meet international standards and are accepted by courts, tax authorities, investors and auditors. We work accurately, confidentially and taking into account the real market situation.

OLEG IVCHENKO

UKRAINIAN ASSOCIATION OF VALUATION SPECIALISTS (PUAVS)
Authorized by the
WORLD ASSOCIATION OF VALUATION ORGANIZATIONS (WAVO)

Over 15 years of experience
Hello,
I’m Oleh Ivchenko — a certified valuer, founder and managing director of Pareto Consulting Group and the Wise Group (a patent and legal advisory firm). With over 15 years of hands-on experience in valuing companies, assets, enterprises, and intangible property of any complexity, I deliver insights at the intersection of finance, law, and analytics.

Clients come to me when the stakes are high — when results must be accurate, defensible, and trusted by international auditors, banks, and regulatory bodies. My expertise includes business valuation, transfer pricing advisory, CFC reporting, IFRS-compliant audit support, and tax consulting focused on risk mitigation and legal optimization.

This website is my personal platform to communicate openly with business leaders. If you're looking for an expert who sees more than just numbers — someone who understands context, strategy, and value — you're in the right place.

Trust expertise. Move forward with confidence.

Our services

  • STOCK Valuation

  • BONDS Valuation

  • Valuation of PROMISES

  • Valuation of CERTIFICATES OF DEPOSIT

  • Valuation of INVESTMENT CERTIFICATES

When exactly is a securities valuation needed?

  • When buying back shares from shareholders

  • When contributing securities to the authorized capital of the enterprise

  • To conclude a purchase and sale agreement

  • For accounting and financial reporting purposes (IFRS)

What is a securities valuation and why is it needed?

Securities valuation is a professional determination of the market value of securities, taking into account the issuer's profitability, liquidity, risks, and financial condition. It is commissioned by companies, banks, investors, and government agencies for legal, accounting, and strategic purposes.

What types of securities are subject to valuation?

The following are subject to valuation: shares (ordinary, preferred); bonds (corporate, government); bills of exchange, checks, certificates of deposit; bills of lading, privatization documents; other financial instruments confirming property rights.

In what cases is a securities valuation required?

  • redemption or sale of securities;
  • contribution to the authorized capital of the enterprise;
  • obtaining a loan secured by securities;
  • tax planning and reporting (including IFRS);
  • trust management or business restructuring.

What does the market value of securities depend on?

The price depends on market supply and demand, stock quotes, asset liquidity, profitability (actual/forecast), issuer's financial stability, risk of default or insolvency

What methods are used to value securities?

We apply certified methodologies, namely the net asset method, income capitalization, discounted cash flow (DCF), comparative approach (market-based), and risk-adjusted expert valuation.

What types of securities value are distinguished?

  • Nominal – specified in the document;
  • Issue – price at the time of initial placement;
  • Balance sheet – accounting value at the enterprise;
  • Investment – ​​return for the investor;
  • Market – price on the open market;
  • Estimated – obtained through financial models.

How are shares valued?

For stocks, the level of control (presence of a premium or discount), dividend policy and growth rates, share in the authorized capital (<5% - simplified assessment), the issuer's prospects in the market, and the company's asset structure are assessed.

What are the specifics of the valuation of bills of exchange?

The assessment takes into account the nominal value and term, yield (discount/interest), the issuer's status and liquidity of the bill, and the legal conditions of circulation on the market.

How are bonds valued?

The coupon rate and payment period, the tax status of the bond, market supply and demand, and the issuer's credit rating are taken into account. The following valuation methods are used: discount, capitalization, comparison.

Why is Oleg Ivchenko chosen to evaluate securities?

  • 15+ years of practice, recognized by auditors and banks
  • Comprehensive support - from assessment to audit support
  • International certificates (WAVO, PUAVS)
  • Working with large businesses, funds, investors

Want to know the value of your securities?

Leave a request for a free consultation - you will receive an accurate assessment in compliance with legislation, international standards, and market practice.

Our case studies

Business Planning Case

DEVELOPMENT OF A CONSTRUCTION PROJECT FOR A PLANT WITH 10 FURNACES FOR CBF FIBER PRODUCTION IN EUROPE
Learn more

Fixed Asset Valuation Case

VALUATION OF A 1974 CESSNA 172M AIRCRAFT TO DETERMINE ITS MARKET VALUE FOR A PURCHASE AND SALE AGREEMENT
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Financial Investment Valuation Case

SHARE VALUATION FOR A PUBLIC JOINT STOCK COMPANY TO DETERMINE THEIR FAIR MARKET VALUE
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Customer Video Testimonials

What else we offer?

Additional projects and experience
Logo of Pareto Consulting Group — asset valuation, business planning, and grant project support

Pareto Consulting Group

Valuation of all types of assets, business planning, and support for grant-funded projects
Logo of Wise Group — trademark, copyright, and patent registration services

Wise Group – Patent & Legal Firm

Trademark, copyright, and patent registration, as well as protection of other intellectual property assets.
Logo of TCO Audit Project — transfer pricing, CFC reporting, IFRS and tax consulting services

TCO Audit Project

Transfer pricing services, CFC reporting, IFRS financial advisory, and tax consulting.