BV News and Trends January 2025
A monthly roundup of key developments of interest to business valuation experts.
Stout warns against using simple benchmarks for DLOM
During a recent free BVR webinar, Patrick Polomsky, who is with Stout, where he maintains the Stout Restricted Study database, explained the ins and outs of the study and noted that the typical method analysts have used to estimate a discount for lack of marketability (DLOM) is not as comprehensive as it should be, that is, simply looking at the averages of the Stout study and/or other studies to estimate the DLOM.
Two BV Trends That Have Alarmed BVR’s ‘Power Panel’
A panel of thought leaders commented on two issues they say have raised some very loud alarm bells. One issue involves the methodology and analysis for estimating a discount for lack of marketability (DLOM) and the other issue concerns professional standards.
Blockage and DLOM Discounts: Options Models to the Rescue
Learn to access real stock market data (with more than 40 million data points) and develop discount estimates specific to the valuation date, industry group, market value decile, and block size for the transaction all from your laptop or smartphone in a matter of minutes, not weeks. You don’t want to miss this webinar if you use DLOM or blockage discounts in your valuation work!
BV News and Trends December 2023
A monthly roundup of key developments of interest to business valuation experts.
BV News and Trends October 2023
A monthly roundup of key developments of interest to business valuation experts.
Hitchner busts more BV myths
Does the fair market value standard assume a financial buyer, without synergistic benefits?
Free updated guide to the Stout restricted stock study
The 2023 edition of the “Stout Restricted Stock Study Companion Guide” is now available, and it reflects updated tables and graphs that contain new transactions.
2023 Stout restricted stock study guide now available
The 2023 edition of the “Stout Restricted Stock Study Companion Guide” is now available, and it reflects updated tables and graphs that contain new transactions.
Young practitioners question traditional discount methodologies
“Outdated studies” and “emerging quantitative methods” are some reasons why young valuation practitioners are questioning the traditional methodologies for estimating discounts for lack of control and marketability (DLOC and DLOM).
BV News and Trends June 2023
A monthly roundup of key developments of interest to business valuation experts.
BV News and Trends May 2023
A monthly roundup of key developments of interest to business valuation experts.
More on Hitchner’s myth-busting regarding restricted stock
A few weeks ago, we covered the start of Jim Hitchner’s list of BV myths he is out to bust.
Hitchner launches a BV myth-busting effort
Some notions have recently been kicking around in the valuation profession that have prompted Jim Hitchner (Financial Valuation Advisors) to speak out.
Stout updates its restricted stock study companion guide
The 2022 edition of the “Stout Restricted Stock Study Companion Guide” is now available, and it reflects updated tables and graphs that contain new transactions.
Users inspire update to the Stout DLOM calculator
Estimating a discount for lack of marketability (DLOM) has just become more robust with a new update to the Stout DLOM calculator.
Business Valuation Update Yearbook, 2023 Edition
January 2023 PDF, Softcover (426 pages)
BVR (editor)
Business Valuation Resources, LLC
Global BV News and Trends December 2022
Business valuation news from a global perspective.
Mercer’s latest on restricted stock studies
Chris Mercer (Mercer Capital) has been writing a series of articles designed to provide a complete analysis of the historical restricted stock studies many business appraisers rely on for estimating a discount for lack of marketability (DLOM).
BV News and Trends March 2022
A monthly roundup of key developments of interest to business valuation experts.
BVRPro adds to its ASA BV Review archive
Subscribers to the BVResearch Pro platform can access issues of Business Valuation Review going back to 1982, and the Fall 2021 issue has just been added to the archive.
BV News and Trends January 2021
A monthly roundup of key developments of interest to business valuation experts.
Updated ‘Stout Restricted Stock Study Companion Guide’ available
The most widely used restricted stock transaction database for providing empirical support for a discount for lack of marketability (DLOM) is the Stout Restricted Stock Study (formerly FMV Opinions).
Business Valuation Update Yearbook, 2022 Edition
January 2022 PDF (454 pages)
BVR (editor)
Business Valuation Resources, LLC
BV News and Trends November 2021
A monthly roundup of key developments of interest to business valuation experts.
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