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A Step-by-Step Guide To Applying a Quantitative Method To Support The Discount For Lack of Marketability Selection




 A Step-by-Step Guide To Applying a Quantitative Method To Support The Discount For Lack of Marketability Selection
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Finance
Item Number: 16PBV0811
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar will provide the attendee with a step-by-step approach to quantifying a discount for lack of marketability (DLOM) using: (1) restricted stock studies; (2) pre-IPO studies; and; (3) FMV opinions study database. The intent is to provide attendees with three approaches to quantify the DLOM. In addition to examples, the presenter intends to provide qualitative advice as to how tosupport the quantitative results. This webinar may also include a step-by-step approach to quantifying the DLOC–depending on the time allotted.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify sources and learn how to use these sources to support valuation decision making
- Appraise the DLOM using market data
- Arrange a fulsome discussion in order to explain and defend the DLOM selection in their reports

Who Should Attend

Practitioners, CPAs, and attorneys

Presenter(s)

Kevin Zanni
Mr. Kevin M. Zanni is a manager with Willamette Management Associates. His practice includes valuation consulting, economic damages analysis, and financial advisory services. Mr. Zanni has over 14 years of full-time business valuation and litigation consulting experience. Mr. Zanni has written various articles on the subject of security valuation and economic analysis. He has spoken on economic and business valuation issues to various professional groups and associations and has been quoted in national media outlets. Mr. Zanni proudly served in the U.S. Army prior to attending the University of Florida. Mr. Zanni holds an undergraduate and graduate degree from the University of Florida.