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There are 75+ methods to determine a DLOM. Navigate through the maze of methods with experts Jim Alerding and Josh Angel as they point out the primary methods that you need to master. With a fresh understanding after researching and co- authoring the Discount for Lack of Marketability Guide and Toolkits, our experts show you how to determine a DLOM from those methods, and, more importantly, they help you build the knowledge on how to support the method you choose. See examples on how to reconcile multiple methods, and get a final conclusion that is both comprehensive and defensible. Understand the “warts” of the various methods and how to take those into consideration during your engagement or when opposing another expert.
Program Agenda
Restricted stock studies – traditional studies
Restricted stock studies – Stout Restricted Stock Study method
Factors affecting restricted stock studies
Analyzing restricted stock study issues
Pre-IPO method
Option methods
QMDM and other models
Examples will be provided throughout the presentation utilizing the new DLOM Guide and Toolkit
Learning Objectives
Recognize the primary methods of determining a DLOM
List the problems and advantages to each of the primary methods
Recite tips about how to both support their own DLOM while being able to attack the DLOM of the other expert in a litigation
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