Confusion Over Key Valuation Issues Prompts Remand

Business Valuation UpdateVol. 23 No. 5
BVLaw Case Update
May 2017
5083 Farm and Garden Machinery and Equipment
423820 Farm and Garden Machinery and Equipment Merchant Wholesalers
judicial dissolution
reasonable compensation, cash flow, discount for lack of marketability (DLOM), minority discount, minority interest, shareholder agreement, discount for lack of control (DLOC), stock buyback

Swiderski Equip. v. Swiderski
2017 Wisc. App. LEXIS 91
February 14, 2017
US
State Court
Wisconsin
Court of Appeals
Mark Hanson (Schenk SC) (court appointed)
Per Curiam

Summary

In shareholder dispute, appeals court says trial court did not follow controlling shareholder agreement requiring appraiser to value the company as an entity; also, appraiser’s report left it unclear whether valuation included improper minority discount.

See Also

Confusion Over Key Valuation Issues Prompts Remand

In shareholder dispute, appeals court says trial court did not follow controlling shareholder agreement requiring appraiser to value the company as an entity; also, appraiser’s report left it unclear whether valuation included improper minority discount.