BV553 Two New Ways to Calculate and Defend Your DLOM

Webinar Description

This webinar will introduce attendees to two new methods for calculating DLOM. The first method involves an updated approach to using stock options, specifically LEAP puts and calls. The second method presents a fresh perspective on DLOM, based on a study of Special Stock Dividends. We will provide a comprehensive background on both methods, supported by historical data, and demonstrate how these techniques can enhance the accuracy and quality of valuators' reports.

Learning Outcomes

Upon webinar completion, the participant will be able to:

• Demonstrate 2 new ways to calculate a DLOM;  
• Provide a direct link between liquidity, illiquidity and marketability;   
• Review why both puts and calls are better for LEAP discounts than just puts; and   
• Explain how a LEAP stock option discount can be analogous to a discount rate build up calculation.

Course Audience

Business valuation professionals who use Discounts for Lack of Marketability in their valuation reports and are looking to expand their knowledge and quality of their reports.

Instructor Information

Brian K. Pearson, ASA | Valuation Advisors, LLC

Brian K. Pearson, is a managing member of Valuation Advisors, LLC, with over 35 years of experience in business valuation consulting. He is also the creator of the Valuation Advisors Pre-IPO Discount for Lack of Marketability and the MergerShark databases. Widely regarded as an expert on the issue of Lack of Marketability for privately held entities.

Continuing Education

Review of this session recording will award 2.4 CE hour(s). 

CPE credit is not awarded for this pre-recorded offering.