Business Valuation Case Law Yearbook, 2022 Edition

January 2022 PDF, Softcover (177 pages)

BVR (editor)

Business Valuation Resources, LLC

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2022 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom. 

The Yearbook covers key court decisions involving business valuation during 2021.  Cases include damages, marital disputes, breach of contracts, dissenting shareholder disputes, federal taxation (including estate and gift tax cases), intellectual property, bankruptcy, and more. All the cases featured in this book impart important lessons about applicable legal principles, approved and discredited valuation methodology, and the act (and art) of presenting expert opinions. This must-have collection benefits both the generalist as well as the specialist.



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  • Save time and energy on research with comprehensive court case analysis. Get access to 53 of the most in valuation-related cases that took place in 2021!

  • Stay ahead of your peers on the most important legal issues - learn how experts handle valuation challenges with examples from a variety of industries

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

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


Court Case Summary Table

Court Case Digests

A.A. v. B.A.

AFM Mattress Co. v. Motorists Commercial Mutual Insurance Company

Aspro, Inc. v Commissioner

Aureus Holdings, LLC v. Kubient, Inc.

In Re Baker

Brunswick Panini’s v. Zurich Am. Ins. Co.

Cela v. Cela

Cheng v. Coastal Lb Assocs.

Coca-Cola Co. v. Comm’r

Cont’l Investors Fund LLC v. TradingScreen, Inc.

Equity Planning Corp. v. Westfield Ins. Co.

Family Tacos, LLC v. Auto Owners Ins. Co.

Finkel v. Palm Park, Inc.

Graspa Consulting v. United Nat’l Ins. Co.

Great Am. Fid. Ins. Co. v. Stout Risius Ross, Inc.

Guge v. Kassel Enters.

Hartman v. BigInch Fabricators & Construction Holding Co., Inc. (Hartman II)

Innovation Ventures, L.L.C. v. Custom Nutrition Labs., L.L.C.

Island Light & Power Co. v. Sara Golvinveaux McGinnes 2011 Trust

Estate of Michael J. Jackson v. Commissioner

Kakollu v. Vadlamudi

King v. King

In re Kinser Group LLC

Larchick v. Pollock

Life Time, Inc. v. Zurich Am. Ins. Co.

Lucero v. United States

Lysengen v. Argent Trust Co.

Maginnis v. Maginnis

Marshall v. Marshall (I)

Marshall v. Marshall (II)

MIKMAR, Inc. v. Westfield Ins. Co.

Mohen v. Mohen

Oudheusden v. Oudheusden (II)

Paganelli v. Lovelace

Parrish v. Schroering

Dipak Patel, Plaintiff-Appellant v. Siddhi Hospitality, LLC et al.

Pourmoradi v. Gabbai

Precision Kidd Acquisition, LLC v. Pass

Protégé Rest. Partners LLC v. Sentinel Ins. Co.

Real Hosp., LLC v. Travelers Cas. Ins. Co. of Am.

In re Appraisal of Regal Entertainment Group

Ryan Trust v. Ryan

Scalia v. Reliance Trust Co.

Shire ViroPharma Inc. v. CSL Behring LLC

S. Fla. Ent Assocs. v. Hartford Fire Ins. Co.

Strougo v. Tivity Health, Inc.

Studio 417 v. Cincinnati Ins. Co.

Torgerson Props. v. Cont’l Cas. Co.

Vectura v. GlaxoSmithKline LLC

Walsh v. Bowers

Estate of Warne v. Commissioner

Whitesell Corp. v. Electrolux Home Prods.

Derek Scott Williams PLLC v. Cincinnati Ins. Co.

Yaquinto v. Thompson St. Capital Partners (In re Stone Panels, Inc.)


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