Discounts for Lack of Marketability

Discounts for Lack of Marketability

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Discounts for Lack of Marketability

Discounts for Lack of Marketability definition:  The discounts for lack of marketability (DLOM) applies to the valuation of closely-held stock.  The discount may range from around 30-50% to account for the lack of marketability of closely-held shares.  A well-documented valuation method allows shares to be transferred to family members at a discount (with less tax impact).

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