Mid-Market Comps Assumptions

These options configure the Mid-Market Comps worksheets. See Working with Assumptions.

Historic or Adjusted

Determines if adjusted or historic financial statements are used in the Mid-Market Comps worksheets.

Mean or Median

Determines if the median or mean multiple from the Mid-Market Comps data is used in the value calculation.

Level of Control

Applies a premium for control or a discount for lack of control in the indicated value calculation. The premium and discount are calculated in the Level of Control (Premium or Discount) worksheet.

Marketability Discount

Applies a discount for lack of marketability in the indicated value calculation. The discount is calculated in the Marketability Discount worksheet.

Excess/Non-Operating Assets

Includes excess and non-operating assets in the indicated value calculation. The value of the assets is calculated in the Excess and Non-Operating Assets worksheet.

Level of Control for Excess/Non-Operating Assets

Applies the level of control premium or discount to the excess and non-operating assets in the indicated value calculation.

Disabled if the Level of Control assumption is set to No Premium or Discount.

Disabled if the Excess/Non-Operating Assets assumption is set to False.

Marketability Discount for Excess/Non-Operating Assets

Applies the marketability discount to the excess and non-operating assets in the indicated value calculation.

Disabled if the Marketability Discount assumption is set to False.

Disabled if the Excess/Non-Operating Assets assumption is set to False.