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Minority interest discount considerations checklist

Dec 21, 2023 · 273.9 KB Download

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If you are beginning to tackle a minority interest discount, discover how this new checklist will help you get organized and stay on track.

A minority interest discount recognizes that minority shareholders usually have limited control and influence over key decisions compared to majority shareholders. Here are some situations in which applying a minority interest discount may be relevant:

  • Private Company Valuation

  • Estate and Gift Tax Planning

  • Family Business Transfers

  • Mergers and Acquisitions

  • Shareholder Disputes

The application of a minority

Download the Minority interest discount considerations checklist

File name: Minority-interest-discount-considerations-checklist.pdf

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