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Tax-Based Valuation
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Gift and Estate Tax
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Tax Court Testimony
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Blockage Discounts
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Buy-Sell Agreement
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Charitable Contributions
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Corporate, Partnership Disputes and Marital Dissolution
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Restricted Stock
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S-Corporation Conversions

 

 

Blockage Discounts

For equity securities of publicly traded companies, MPI is frequently asked to provide opinions as to a Blockage Discount. Simply stated, a difference exists between the standard market value of a security and the sales price that can be realized for the sale of that security when the transaction is effected in a block trade. Factors affecting a Blockage Discount include market liquidity and size of the block.