Archive Webinar 2012-48: THE CONFUSED STATE OF DLOMs: The More I Find Out the Less I Seem to Know
Jim Alerding, CPA/ABV, ASA, CVA and Rod Burkert, CPA/ABV, CVA
**Webinar 48 Broadcast Date: April 19, 2012**
Does it seem that the more you find out about discounts for lack of marketability, the less you seem to know? This session will help pull together and evaluate some of the key issues surrounding the most often used DLOM methodologies. Specific topics include:
Robert Comment DLOM criticisms – discount redundancies and Daubert
Traditional restricted stock studies – a fresh look under an old hood
Restricted stock data bases under siege
The current state of IPO studies and data bases
Dr. Bajaj and his critics
Where is the QMDM today?
Who is Robert Comment and what is he saying?
What others are saying about Robert Comment’s assertions
How do Robert Comment’s Daubert assertions stand the test?
A brief review of the FMV Opinions data base
What are the recent criticisms of the FMV Opinions data base?
What are FMV Opinions Lance Hall’s responses to the criticisms?
A quick summary of IPO studies
What have been the criticisms of IPO studies and the DLOM?
What is the current status of IPO studies as a methodology for determining a DLOM?
What does Dr. Bajaj say about determining a DLOM?
What have the courts said about the Bajaj methodology?
What do Dr. Bajaj’s critics say about his methodology?
A brief review of Chris Mercer’s QMDM
What are the criticisms of the QMDM?
A discussion of new developments in the QMDM
The participant will learn what is being said about some of the better known DLOM methodologies
The participant will learn what is really in the older traditional restricted stock studies that most analysts still rely upon
The participant will learn how to distinguish between what is a real problem with a particular DLOM methodology and a criticism that can be
The participant will learn the pitfalls that need to be overcome in using a particular DLOM methodology
The participant will learn how to provide support in determining a DLOM under any methodology
Included in this downloadable package are:
- Audio/Video file
- Webinar transcript
- Original Webinar handouts
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