Business Valuation Resources, LLC

Everything You Always Wanted to Know About DLOM But Were Too Afraid To Ask


Date: Wednesday, August 11, 2010
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits

Submit your DLOM question to our panel

Webinar $99.00
OD Pack
On Demand Pack* $99.00
  Webinar and On Demand Conference Pack* $149.00

*On Demand Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through On Demand Packs
More information is available below

Featuring (click image for more information):

Kevin R. Yeanoplos
Brueggeman and?
Johnson Yeanoplos, P.C.
James Lurie
Business Appraisal, LLC
Z. Christopher Mercer
Mercer Capital

Why You Should Attend:

While the volume of materials presented and written on discounts for lack of marketability (DLOMs) seems unending, persistent questions remain for many appraisers in determining and applying these all-important adjustments. For example, while you may be asking yourself how the holding period affects DLOM, finding the answer will be more difficult than you'd imagine.

In "Everything You Wanted to Know About DLOM But Were Too Afraid to Ask" experts Kevin Yeanoplos, James Lurie, and Chris Mercer will address these nagging, annoying, and seemingly simple questions whose answers are curiously complex. Submit your questions for our panel via the link above, and be sure to attend this can't-miss event.

Topics to be covered:

  • Introduction to the persistent, nagging questions of DLOM
  • Considerations of lack of marketability discount determination, such as:
    • Methodology
    • Holding period
    • Volatility and other Bajaj factors
    • Benchmarking
    • Are options assets or measures of risk?
    • Using LEAPs
  • Additional topics as submitted by our attendees. Email your DLOM topic to our panel.

Learning Objectives

  • Solidify your understanding of the factors and techniques used in determining discounts for lack of marketability
  • Clarify the strengths and weaknesses of competing DLOM determination techniques
  • Enrich your knowledge of how and when to apply a discount for lack of marketability

BVR's Teleconference Usage Policy

Purchase of admission to any of BVR's teleconferences grants ONE phone connection and ONE computer connection per physical location per registration. Additional unregistered phone or computer connections are a violation of BVR's Teleconference Usage Policy, and BVR reserves the right to withhold CPE credits from both registered and unregistered users in violation of this policy.

Group Discounts Available

For group discounts on Teleconferences contact Linda Mendenhall at or (503) 291-7963 ext. 125.

CPE Credits for Unlimited Listeners

Have as many eyes and ears take advantage of your registered connections as possible:CPE credit is available for an unlimited number of listeners to any registered line.

To add listeners for CPE credit, contact customer service ( or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses. We welcome as many eyes and ears to take advantage of those connections as possible.

CPE Information

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

Business Valuation Resources, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.
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On Demand Packs: Conference Recordings & Transcripts

BVR's On Demand Packs are an indispensable addition to any valuation reference library. Use them as training tools as many times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.

Each On Demand Packs includes:

  • Recordings and transcripts of the presentation
  • All presentation visual aides and handouts
  • All ancillary reading materials suggested by our presenters

For a complete list of available On Demand Packs from past teleconferences, click here.

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Business Valuation Resources offers a complaint resolution and refund policy with a 100% money-back guarantee. If you are not completely satisfied with your conference experience, or have any concerns or complaints, you may contact Business Valuation Resources at (503) 291-7963 ext. 102 for a satisfactory resolution of your concern or you may submit a written request for a full refund of this program to Stephanie Crader at: or mail to BVR, LLC, 1000 SW Broadway, Suite 1200, Portland, OR 97205.