Business Valuation Case Law Yearbook, 2018 Edition

February 2018 PDF

BVR (editor)

Business Valuation Resources, LLC

The Business Valuation Case Law Yearbook, 2018 Edition is essential for business appraisers and attorneys who want to stay ahead of their peers on the most important legal issues brought up in business valuation-related cases. With in-depth analysis from BVR’s legal team, the lessons learned in this book help appraisers reach better and more defensible valuation conclusions. And, attorneys who retain appraisers as financial experts learn how their experts can help them win (or lose) in court. 

The Yearbook analyzes issues arising in the year’s most meaningful valuation or damages cases litigated in state or federal courts. The types of cases are marital disputes, breach of contract actions, dissenting shareholder disputes, federal taxation (including estate and gift tax cases), intellectual property cases, bankruptcy litigation, and more. All the cases featured in this book impart important lessons about applicable legal principles, approved and discredited valuation methodology, and the act (art) of presenting expert opinions. This must-have collection benefits both the generalist as well as the specialist.

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Additional Product Details

Highlights of the Yearbook include:

  • Save hours of research time with current and comprehensive court case analysis - access to nearly 70 of the most important business valuation-related cases that took place in 2017, with expert legal analysis to guide you through how each case played out

  • Stay ahead of your peers on the most important legal issues - learn how experts handle valuation challenges with examples from a variety of industries including healthcare, manufacturing, natural resources, grocery stores, automobile dealerships, and more

  • Get important tips on what financial experts did (and did not do) well in court to help you become a better financial expert

  • Easily navigate the court cases with a comprehensive reference table that lists case-by-case type, state/jurisdiction, date, and more

Table of Contents


  • Introduction
  • Court Case Summary Table
  • Court Case Digests
    • ACP Master, Ltd. v. Sprint Corp
    • Allison v. Allison
    •, Inc. v. Commissioner
    • Athlon Sports Communications, Inc. v. Duggan
    • Bair v. Bair
    • Berman v. Unimin Corp
    • Bombardier Rec. Prods. v. Arctic Cat Inc
    • In re Books a Million Stockholders Litig
    • In re Marriage of Broesder
    • Brundle v. Wilmington Trust N.A.
    • Brundle v. Wilmington Trust N.A. (Brundle II)
    • Bulloch v. Bulloch
    • Carney v. Carney
    • Cavallaro v. Commissioner (Cavallaro II)
    • In re Marriage of Cheng
    • Comcast Cable Communs. v. Sprint Communs. Co.
    • Danmark v. CMI USA, Inc.
    • DFC Global Corp. v. Muirfield Value Partners (DFC Global II)
    • Matter of Digeser v. Flach
    • Doyle v. Doyle
    • Dunmire v. Farmers & Merchants Bancorp of W. Pa
    • Exelon Corp. v. Commissioner
    • Fuller v. Fuller
    • Holder v. Howe
    • Horizon Health Corp. v. Acadia Healthcare Co.
    • Kardash v. Comm’r (Kardash III)
    • In re Marriage of Kirkendoll
    • Estate of Koons v. Commissioner (Koons II)
    • Kottayil v. Insys Therapeutics, Inc.
    • Lally Orange Buick Pontiac GMC, Inc. v. Sandhu
    • Lane v. Lampkin (Lampkin III)
    • Lund v. Lund
    • Mentor Graphics Corp. v. EVE-USA Inc. (Mentor I), (Mentor II)
    • In re Merge Healthcare Inc., Stockholders Litig.
    • Merion Capital L.P. v. Lender Processing Servs.
    • Mifflinburg Telegraph, Inc. v. Criswell, Inc.
    • Minn. Energy Res. Corp. v. Commissioner of Revenue
    • In re OM Group, Inc. Stockholders Litig
    • Packgen v. Berry Plastics Corp. (II)
    • Parker v. Parker
    • Perez v. First Bankers Trust Services, Inc.
    • Perry v. Sackett
    • In re PetSmart, Inc.
    • Estate of Powell v. Commissioner
    • r2 Advisors, LLC v. Equitable Oil Purchasing Co. (In re Red Eagle Oil, Inc.)