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Control, its allocations, its premiums, and its discounts have been fodder for business appraisal debates since, apparently, the beginning. Behind seemingly simple objective considerations are difficult subjective decisions relating to operations, cash flows, goodwill, and other classic valuation gray areas. In this exclusive webinar BVR welcomes expert appraisers Jim Alerding and Jim Ewart for an in-depth examination at the still-lingering questions regarding control premiums and discounts. From practical valuation experience and landmark and recent court decisions Alerding and Ewart will lead attendees through the how-to's and watch-out's of analyzing, assessing, and assigning control.
Program Agenda
Is there such a thing as a control premium? - Value of control
Control vs. normalization
Control premium sources
Data: usage, strengths, and weaknesses
Calculating control
Problem areas with discounts
Adjustments
Risks of double counting
Cash flow stream for control and minority
Traditional normalization practices
Matching discounts to underlying assets
Tiered discounts
IRS considerations
Enforcement penalties
Recent cases
Learning Objectives
Learn the proper methodology for control measurement and adjustment
Learn what professionals, scholars, and the courts are saying about control adjustments and what impact this will have on valuations and valuation conclusions
Understand what control data tells us and how to apply it to a valuation assignment
Clarify the meaning of control and what impact it has on value
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