Date: Tuesday, November 7, 2017
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits
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Featuring  (click image for bio)

R. James Alerding
Alerding Consulting, LLC
Josh Angell
Ellrich, Neal, Smith & Stohlman, P.A.

About This Program

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.


  • 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

Single Connection Policy

Admission to this event authorizes one computer and phone connection for one location. These connections may be transferred users and/or locations. Multiple concurrent connections for a single admission registration are not allowed.

Multi-User CPE Policy

Admission to this program includes one CPE certificate for one individual. Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CE survey for this course.

CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging into BVR's website (for subscribers to BVR's Training Series).

CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

Closed Captioning:

BVR now has closed captioning on all 2019 past programs. To try out this enhancement, subscribers can login to the Desktop Learning Center, select a program, and click play video. The captions will start to play automatically, and can be disabled from the player per your preference.

Business Valuation Resources is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor

Training Packs: Conference Recordings & Transcripts
Now delivered as an electronic download.

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Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:

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Subscriber Information

Subscribers to BVR's Training Passport BVR's Training Passport Pro are automatically registered for this event. For more information contact BVR or login to your account.

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