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Please join us for a refresher course on premiums and discounts related to control (or lack of it). Topics covered will include: when discounts for lack of control apply, elements of control, levels of control, what to look for in governing documents regarding the rights of non-controlling owners, developing a non-controlling value directly versus indirectly, control premiums and various sources for premiums and discounts for both operating companies and holding companies, such as Mergerstat, Partnership Profiles, and Closed-End Funds.
Program Agenda
Concepts regarding control and its lack;
Levels of control, levels of value, and their relationship;
Interpreting governing documents regarding control elements;
Reflecting the level of control of a particular subject interest in its valuation;
Sources of market evidence regarding control premiums and discounts and their use; and
Court cases with interesting outcomes.
Case study:
There will be a case study comparing different approaches to the valuation of non-controlling interest.
Learning Objectives
Be able to derive the value of a noncontrolling interest using a direct approach and an indirect approach (getting to control first);
Learn to look for unusual terms in governing documents that might affect control;
Learn how various points in the spectrum of control characteristics affect value; and
Be able to describe the strengths and weaknesses of various market evidence regarding the value of control.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
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into BVR's website (for subscribers to BVR's Training Series).
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will be verified and emailed a CPE certificate within 5-7 business days.
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