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The FMV Restricted Stock Study™ - Discount for Lack
of Marketability (DLOM) Database
including the FMV DLOM Calculator

The FMV Restricted Stock Study™ is the largest fully-vetted discount for lack of marketability (DLOM) database that provides the empirical support needed to determine DLOM. The database is built upon hard data in restricted stock transactions – not reported averages or arbitrary rules of thumb. Search results provide up to 60 data fields and verifiable details on each restricted stock transaction. Subscription includes online access with unlimited searches and unlimited use of the FMV DLOM Calculator™ which greatly reduces the time and effort in deriving DLOMs.

Read more about the FMV DLOM Calculator below.

Subscribe Today ($689.00 per year)

Search FMV Database Run FMV DLOM Calculator


View Sample Reports | View Related Articles & New Companion Guide | FAQs | FMV DLOM Calculator Single Search $229

With 779 transactions, expanding regularly, along with up to 60 data fields, The FMV Restricted Stock Study is the premier online discount for lack of marketability database (DLOM database) providing empirical support for quantifying marketability discounts used in the business valuation, business appraisal, venture capital, and merger and acquisition (M&A) professions.

Search this database by specifying any of the following variables:

  • Profitability Measures
  • Block Size
  • Total Assets
  • Volatility
  • SIC Code
  • Revenue
  • Book Value
  • Z-Score
  • Marketability Discount
  • Transaction Details & More

FMV DLOM Calculator 
Applying the FMV Opinions methodology is an intensive and time consuming process. With the FMV DLOM Calculator users can fully implement the methodology and determine a discount for lack of marketability that is driven by the financial characteristics of the user’s subject company, as well as the volatility of the market as of the user’s valuation date, drastically reducing the amount of time to determine the DLOM. View Sample Report

With the FMV DLOM Calculator users can:

  • Make detailed comparisons between subject companies and issuers of restricted stock included in the FMV Study
  • Automate quintile sorting, comparisons and calculations as well as make market volatility adjustments based on the valuation date
  • Adjust the relevant financial statistics for inflation for enhanced comparability with a subject company
  • Enter assumptions and tailor results based on professional knowledge and experience
  • Create an easy-to-follow set of exhibits that can be inserted into valuation reports
  • Reduce time and effort needed in deriving DLOMs
  • Print, email or download results directly into Excel

Updated features in the FMV Calculator include:

  • Just added! Ability to convert discounts from 1-year and 6-month holding period transactions to a 2-year holding period equivalent value. Learn more here
  • Ability to specify a date range for the transactions that are used or for a particular holding period (2 years, 1 year, or 6 months)
  • Ability to include/exclude transactions with registration rights
  • Ability to eliminate transactions that occurred at a premium
  • Additional guidance in the form of "tool tips" as the user progresses through the steps of the Calculator

 


Database Information:

View Summary
| View Details | View FMV Single User License Agreement | View Master Single User License Agreement

To ensure the data is of the highest quality, a rigorous and comprehensive screening process is employed that eliminates over 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”
  • Eliminating transactions where warrants were attached
  • 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

If you have any questions, please use the FAQs page or contact us at (503) 291-7963 or info@bvresources.com.

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Copyright © 2013 Sagient Research Systems, Inc. All Rights Reserved. The information presented in this product has been obtained with the greatest of care from sources believed to be reliable, but is not guaranteed to be complete, accurate or timely. Business Valuation Resources, LLC, and Sagient Research Systems, Inc. expressly disclaim any liability, including incidental or consequential damages, arising from the use of this product or any errors or omissions that may be contained in it. No part of this product may be reproduced or used in any other form or by any other means—graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems—without prior, written permission from Sagient Research Systems, Inc. To obtain permission, please write to: Sagient Research Systems, Inc., 3655 Nobel Drive, Suite 540, San Diego, CA 92122. Your request should specify the data or other information you wish to use and the manner in which you wish to use it. In addition, you will need to include copies of any charts, tables, and/or figures that you have created based on that information.


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