Update: New transactions were just added in November 2009!

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With over 60 data points, The FMV Restricted Stock Study is well-suited for the Comparative Analysis of Restricted Stock approach (CARS) to determine discounts for lack of marketability. To ensure the data is of the highest quality, FMV Opinions employs a comprehensive screening process that eliminates approximately 95% of all restricted stock placements.  Primary screening criteria include:

• Ensuring the stock was issued at arm’s length and not to an affiliate of the company in connection with a merger or acquisition, in exchange for services, or in connection with any other transaction that could cast doubt on the fair market value of the stock.

• Rejecting transactions that are not “plain vanilla.”

• Confirming the buyer and seller had no special contractual arrangements that might affect the buyers’ upside or downside in the deal.

• Verifying the stock was not registered, and became fully marketable either prior to the transaction or within 30 days after the transaction.

Search Now!  Search The FMV Restricted Stock Study™ for empirical support for determining the marketability discount in your business valuation.

Database Information: View Summary | View Details

Business Valuation Resources, LLC, is proud to bring you The FMV Restricted Stock Study™ published by FMV Opinions, Inc., located in San Francisco. This study is a breakthrough new Web-based tool for quantifying marketability discounts used in the business valuation, business appraisal, venture capital, and merger and acquisition (M & A) professions. Whether you are a licensor or a visitor, with the click of a mouse, you can search this database by specifying any of the following variables:

• Individual four-digit SIC (Standard Industry Classification) code
• An industry (a range of SIC codes)
• A range of marketability discounts
• Financial data (including total revenues, pretax income, net income, total assets, book value, and market capitalization)
• Transaction details (including transaction date, registration rights, and trading volume ratio)

Once you have found the information you need, you can effortlessly export it to a Microsoft Excel© spreadsheet or print the individual transaction reports. Additionally, this powerful tool automatically calculates summary statistics for a number of fields in order to aid the user's analysis of the data contained in The FMV Restricted Stock Study™.

Licensors of The FMV Restricted Stock Study™ are granted access to all of the details in the database, including the marketability discount, the placement amount, the offering price, the prior month's and transaction month's high, low, and average stock price, and the trading company's financial details. Click here to view a sample transaction from The FMV Restricted Stock Study™.

With the ability to fully search all of the marketability discount data online, you will have instant access to organized, detailed market transaction data that provides accurate empirical support for marketability discounts. With The FMV Restricted Stock Study's™ powerful search engine, you can easily perform trend analysis over an industry, time period, net income range, or any other captured field in the database.

If you have any questions, please either go to The FMV Restricted Stock Study™ FAQ (Frequently Asked Questions) page, call us in our West Coast location at 503-291-7963, fax us at 503-291-7955, email us at customerService@BVResources.com or mail us at:

Business Valuation Resources, LLC
1000 SW Broadway
Suite 1200
Portland, OR 97205

In addition, you may contact Lance Hall at LHall@fmv.com at FMV Opinions.

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Last Update: 8/12/09

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