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The discount for lack of marketability is one of the largest and most important adjustments made in the valuation of a privately held business. It is crucial to understand that an investor purchases the privately held interest at a discount to increase the rate of return on the investment. This increased rate of return offsets the additional risk the lack of marketability of the investment causes. This webinar will discuss how to use this concept to quantify and support your discount for lack of marketability in a business appraisal for both minority and controlling interests.
Program Agenda
Defining the discount for lack of marketability (DLOM).
Are DLOMs applicable for controlling interests?
Pro and con arguments; and
Analytical support and sources of data.
Methodologies used for DLOMs for minority interests:
Qualitative methods;
Analytical methods; and
Court scrutiny.
Case study using the Johnson/Park Empirical Method.
Learning Objectives
Develop a knowledge of the leading-edge techniques for calculating DLOMs for minority interests;
Discover and evaluate what data are available to support DLOMs for controlling interests;
Learn why the rate of return of an investment is critical to support an adjustment for lack of marketability; and
Quantify, calculate, and defend your discount for lack of marketability.
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