Get A Companion Guide To The Fmv Restricted Stock - Bvmarketdata

This guide provides clear instructions for filling out the A Companion Guide to The FMV Restricted Stock Study, designed to assist users in determining discounts for lack of marketability. The goal is to support users in seamlessly completing the online documentation and enhancing understanding of its components.

Follow the steps to effectively fill out the companion guide.

1. Click the 'Get Form' button to access the form and begin the entry process.
2. Carefully read each section of the guide as it outlines the specific components of the FMV Restricted Stock Study. Take note of key information such as the applicable DLOM methodologies and any relevant definitions.
3. Fill in the necessary fields as directed in each section. Pay close attention to details such as market value, revenues, total assets, net income, and other financial metrics.
4. Utilize the provided data tables and analysis in each section to determine the appropriate discounts based on the subject company’s financial characteristics.
5. Apply the recommended adjustment factors for market volatility and private equity discount as necessary for the calculations.
6. Review all entered information for accuracy before submitting or saving the form.
7. Once completed, users can save changes, download, print, or share the form for further use.

Complete your documentation online to leverage valuable insights for your valuation needs.