Business Valuation Case Law Yearbook, 2020 Edition

January 2020 Hardcover, PDF

BVR (editor)

Business Valuation Resources, LLC

The Business Valuation Case Law Yearbook, 2020 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.

This publication and many more are also available for download with a subscription to BVResearch Pro.
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Highlights of the Yearbook include:


  • Save hours of research time with current and comprehensive court case analysis - access more than 60 of the most important business valuation-related cases that took place in 2019, 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, advertising agencies, veterinary practices, 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




  •  Acosta v. Wilmington Trust, N.A. (I) (Graphite)
  • Acosta v. Wilmington Trust, N.A. (II) (Graphite)
  • Acosta v. Wilmington Trust, N.A. (III) (HCMC)
  • In re Aerogroup International, Inc.
  • Alkayali v. Boukhari
  •, Inc. v. Commissioner (Amazon II)
  • Bio Rad Labs. vX Genomics, Inc.
  • Blau v. Commissioner (RERI II)
  • Brundle v. Wilmington Trust N.A. (Brundle III)
  • Burchfield v. Burchfield
  • Callahan v. Callahan
  • Cargotec Corp. v. Logan Industries
  • Cline v. Sunoco
  • In re Appraisal of Columbia Pipeline Grp., Inc.
  • Colvin v. Syrian Arab Republic
  • Complete Logistical Services, LLC v. Rulh
  • In re Marriage of Cooksey (Cooksey v. Cooksey)
  • County of Maricopa v. Office Depot Inc.
  • Enplas Display Device Corp. v. Seoul Semiconductor Co.
  • Exelon Corp. v. Commissioner
  • Ferraro v. Convercent, Inc.
  • Fox v. Fox
  • Galasso v. Cobleskill Stone Products
  • Gill v. Gill
  • Grove US LLC v. Sany America Inc.
  • Hall v. Hall
  • Henry v. Henry
  • Hultz v. Kuhn
  • Infogroup, Inc. v. LLC
  • In re Appraisal of Jarden Corp. (I)
  • In re Appraisal of Jarden Corp. (II)
  • Estate of Aaron Jones v. Commissioner
  • Kendall Hoyd & Silver v. Trussway Holdings
  • Kolwe v. Civil and Structural Engineers, Inc.
  • Kress v. United States
  • Kvinta v. Kvinta
  • Lee v. Argent Trust Co.
  • Lucchesi v. Lucchesi
  • Lund v. Lund (Lund II)
  • Marroquin v. Marroquin
  • McLelland v. Paxton
  • Mem’l Hermann Health Sys. v. Gomez
  • Muszynski v. Muszynski
  • MY Imagination v. M.Z. Berger & Co.
  • Namerow v. PediatriCare Associates, LLC
  • Noven Pharmaceuticals v Novartis Pharmaceuticals
  • Olive v. General Nutrition Centers
  • Oudheusden v. Oudheusden
  • Persaud v. Goad
  • Pizzella v. Vinoskey
  • In re PLX Tech. Stockholders Litig.
  • In re Marriage of Preston
  • Puklich v. Puklich
  • Remy v. Lubbock Nat’l Bank
  • Sabre GLBL, Inc. v. Shan
  • Saltzer v. Rolka
  • Simo Holdings, Inc. v. H.K. uCloudlink Network Tech. Ltd.
  • Smith v. Promontory Financial Group, LLC
  • Stephanos v. Stephanos (In re Marriage of Stephanos)
  • In re Stillwater Mining Co7 0385 JTL
  • Verition Partners Master Fund Ltd. v. Aruba Networks, Inc. (Aruba III)
  • Zausch v. Schnakenburg
  • Zayo Group v. Latisys Holdings, LLC
  • Helen Ziegler Benjamin v. Island Management