Pre-IPO Revival: Up your DLOM Game in 2020

BVResearch Pro
Training Event Transcripts
January 29, 2020
Brian K. Pearson, CPA/PFS/ABV, ASA
discounts & premiums
pre-IPO, pre-IPO study, discount for lack of marketability (DLOM), discounts & premiums, stock options, convertible preferred stock

Summary

Pre-IPO data are very useful for valuators. Join Brian Pearson, creator of the Valuation Advisors Lack of Marketability Discount Study, to learn how to calculate discounts using different types of data (stock, options, and convertible preferred stock) and learn why the abundance of pre-IPO data is useful versus smaller samples of discount data. Brian will lead a discussion of prior criticisms of some sources of data and address those criticisms as they pertain to Valuation Advisors data. In addition, learn where the pre-IPO data have been more recently used by third parties. Lastly, we will review how the data can be applied to other, non-discount-related valuation situations.
Pre-IPO Revival: Up your DLOM Game in 2020
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