The Valuation Advisors Lack of Marketability Discount Study™ compares the initial public offering (IPO) stock price to pre-IPO common stock, common stock option and
convertible preferred stock prices. This study is a Web-based tool used to quantify lack of marketability discounts (also referred to as discount for lack of marketability or DLOM) and includes 12,471 pre-IPO transactions
from 1985 - present. The database can be used to develop a subject-company specific discount for lack of marketability (DLOM) based on the quantitative characteristics of your subject company and expected holding period. Defend your discounts for lack of marketability with the most convincing data available.
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Developed by Brian Pearson of Valuation Advisors, LLC (VAL), the Valuation Advisors Lack of Marketability Discount Study is the only online database of pre-IPO private stock and option transaction data. These market based transactions demonstrate the lack of marketability discount (also referred to as discount for lack of marketability or DLOM) afforded by the pre-IPO instruments because of their illiquidity when issued by a privately held company. This study is a Web-based tool and includes pre-IPO transactions from 1985 - present including transactions with timeframes great than 2 years. Learn why you should look at DLOMs beyond 2 years.
New features of the Valuation Advisors DLOM Study:
- 823 non-U.S. deals recently added, covering 30 countries
- 1,800+ new transactions added in the last year, including non-U.S. deals
- A comprehensive summary, updated frequently, of discounts from 2001 to the most recent year
Easily searchable data fields include:
- SIC (Standard Industry Classification) code
- NAICS (North American Industry Classification System) code
- Business description
- Date of transaction or date of IPO
- Operating income
- Pre-IPO transaction timeframe
- Common stock, common stock options or convertible preferred stock
Subscribers to the Valuation Advisors Lack of Marketability Discount Study are granted access to all of the details
in the database. Most companies (except partnership, foreign companies and mutual companies) that went public since 1986
and had pre-IPO transactions in their stock or options are included in the database.
Gain instant access to organized, detailed, market based data
that provides accurate empirical support for your lack of marketability discounts. The study is updated monthly as new
companies go public; therefore, the database continues to expand with new information. By subscribing to the Valuation
Advisors Lack of Marketability Discount Study, you will acquire documentation to support your business valuation
reports and make them more defense proof in litigation matters.
If you have any questions, please view the Valuation Advisors Lack of Marketability Discount Study FAQ (Frequently Asked Questions) page, or contact us at
503-291-7963 or via email at CustomerService@BVResources.com.
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RELATED FREE RESOURCES
|Download FREE article:
"Is the Lingering Criticism of
Using Pre-IPO Studies for
DLOM Justified?" (originally published in the February 2014 Business Valuation Update)