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Is your DLOM accurate? Is your DLOM objective? Does your DLOM result in an increase in the effective rate of return of the investment? Join Bruce Johnson, of Munroe, Park & Johnson, for an in-depth case study that will empower you to answer these questions with even greater confidence. Master the resources and case law you can deploy when creating a defensible opinion in a minority valuation. An understanding of the Empirical Method is an advantage for experts who want to have edge in their next DLOM conclusion.
Program Agenda
Case Study
Overview
What is a Discount for Lack of Marketability?
The Basics
What causes DLOMs in third party transactions
Court Cases and Quotes
Examination of Historical Studies
Restricted Stock Studies
IPO Studies
Methodology to Use Rates of Return to Determine the DLOM
Studies Supporting Incremental Increase
Public vs. Private Equity Returns
Restricted Stock Returns
Long Term vs. Short Term Bonds
Conclusion
Learning Objectives
Learn how to harness empirical evidence to quantify a discount for lack of marketability
Understand how courts have viewed the techniques used in this webinar and how appraisers can best prepare their DLOM determinations
Understand the quantitative and qualitative strengths of historical studies
Describe where professional thinking currently stands on marketability discounts and what larger trends this may highlight
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