Understanding Control vs. Lack of Control and Applicable Discounts

BVResearch Pro
Training Event Transcripts
June 9, 2023
Carla G. Glass, CFA, FASA
Marissa Turrell, ASA/CVA
discounts & premiums
control premium, discount for lack of control (DLOC), discount, discounts & premiums, holding company

Summary

Please join us for a refresher course on premiums and discounts related to control (or lack of it). Topics covered will include: when discounts for lack of control apply, elements of control, levels of control, what to look for in governing documents regarding the rights of non-controlling owners, developing a non-controlling value directly versus indirectly, control premiums and various sources for premiums and discounts for both operating companies and holding companies, such as Mergerstat, Partnership Profiles, and Closed-End Funds.
Understanding Control vs. Lack of Control and Applicable Discounts
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