·

—

Discounts for Lack of Marketability and Control: What Private Company Valuations Get Wrong

Public company data anchors most valuation methodologies, but private company interests trade very differently — less liquidly, and often without the ability to influence company decisions. Two adjustments capture this: the discount for lack of control (DLOC) and the discount for lack of marketability (DLOM). Getting them right — or wrong — can move a valuation conclusion by 20-40%.

Discount for Lack of Control

A controlling interest can direct company strategy, set compensation, decide on distributions, and initiate a sale. A minority interest can do none of that. When a valuation starts from a controlling-interest benchmark (like a guideline public company multiple, which reflects freely tradable minority shares priced with an implicit expectation of eventual control premiums), a DLOC may need to be applied to value a non-controlling interest — or conversely, a control premium added when valuing a controlling interest benchmarked off minority trading data.

Discount for Lack of Marketability

Even a controlling interest in a private company can’t be sold in an afternoon the way a public stock can. The DLOM captures the value investors ascribe to being able to convert an interest to cash quickly, with the studies most commonly cited (restricted stock studies, pre-IPO studies) suggesting a range that typically runs from roughly 10% to 30%+, depending on the specific facts: dividend policy, size, financial performance, and prospects for a near-term liquidity event.

Where This Gets Contentious

  • Litigation and shareholder disputes: The applicable standard of value (fair market value vs. fair value) determines whether DLOM and DLOC apply at all — many jurisdictions disallow these discounts in dissenting shareholder or oppression remedy cases specifically to protect minority shareholders
  • Circular logic risk: Applying both a minority discount and a marketability discount without carefully checking they aren’t double-counting the same underlying lack of liquidity is a common technical error
  • Quantitative models vs. empirical studies: Option-pricing models (like the Chaffe put option model) offer a more analytically grounded DLOM estimate than simply picking a number from the middle of a restricted stock study range, but require defensible inputs of their own

The Practical Takeaway

DLOC and DLOM aren’t a single lookup-table number — they require matching the discount to the specific facts of the interest being valued and the standard of value that governs the engagement. A valuation report that applies a boilerplate discount without walking through this reasoning is one of the first things opposing counsel or a reviewing auditor will challenge.

Leave a comment


Shahmeer Afroze

Business Valuation • M&A • Financial Reporting Valuation • Infrastructure & Corporate Finance

CBV | CFA | ACCA
LinkedIn • Case Studies • Contact

Portfolio disclaimer: This website is a personal professional portfolio and educational resource maintained by Shahmeer Afroze. It does not represent a valuation firm or solicit professional engagements. The calculators, templates and articles are provided for general educational purposes and do not constitute valuation, accounting, tax, legal or investment advice. Any professional services are subject to a separate engagement through the appropriate firm.