Professional and efficient, their proprietary model yielded a thorough and well documented valuation of my student loan auction rate security portfolio…
Bryan Rivers
The Seibels Bruce Group, Inc.

Discounts for Lack of Marketability

Valuing asset-holding or business entities for tax purposes accurately really depends on having the best available discount data. Due to our proprietary access to data from the secondary market for illiquid securities, Pluris Valuation Advisors has access to data sources no other firm has. For additional information about our discount data, please read about LiquiStat and the Pluris DLOM Database.

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