Valuation Discount

/ˌvæljʊˈeɪʃən ˈdɪskaʊnt/

Definitions

  1. (n.) A reduction applied to the valuation of an asset to reflect factors such as lack of marketability, minority interest, or other limitations that affect its fair market value.
    The valuation discount decreased the apparent worth of the privately held shares in the buy-sell agreement.

Forms

  • valuation discount
  • valuation discounts

Commentary

Valuation discounts are critical in contexts like estate and gift tax valuations and buy-sell agreements to reflect real-world transaction constraints.

This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.

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