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  • QuickRead Featured - Valuation/Appraisal

    Volatility and the DLOM

    September 24, 2013

    Working within the DLOM ambiguity This review examines the impact of volatility as a risk factor in the discount for lack of marketability (DLOM) and answers questions regarding the flexibility of adjustment periods.

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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    How Volatility Eases Exit Planning

    August 1, 2012

    It’s Prime Time for Estate Planning Market volatility may be tough on the nerves, opines the Wall Street Journal, but it could be a boon for wealthy families looking to shelter assets from taxes while helping their children.  Here’s how to  devise strategies on discounts, GRATs, and loans.  Additional advice:  take advantage of low interest rates and exploit the federal gift-tax exemption.

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