BVLaw Case Update
Join Jim Alerding, a veteran valuator, and, Sylvia Golden, BVR’s legal editor, as they discuss six recent valuation and damages cases, including reviewing the applicable legal and valuation principles and highlighting developments in various litigation contexts. This selection of state and federal cases features a controversial buyout case, several contract actions with problematic damages evidence, and divorce proceedings featuring conflicting valuation methodology.
ESOP court denies discovery of DOL expert’s prior work for government
In an ongoing ESOP litigation, the defendant trustee’s effort to obtain information on the DOL expert’s prior valuation work for the government was thwarted.
Business Valuation Update Yearbook, 2019 Edition
February 2019 PDF
BVR (editor)
Business Valuation Resources, LLC
Business Valuation Case Law Yearbook, 2019 Edition
February 2019 PDF
BVR (editor)
Business Valuation Resources, LLC
2018 key valuation and damages cases
At year-end, Sylvia Golden, BVR’s executive legal editor, provides a roundup of the key business valuation and damages cases. Here are her choices for 2018. Some of the courts’ decisions have changed the legal landscape and are must-know cases. Other rulings are confined to the specific case, but they contain important lessons for appraisers of how to, and, more often, how not to, perform as a financial expert.
‘Mixed-purpose’ valuation is discoverable, New York court rules
When it comes to document discovery, the “why and “when” matter greatly, as a recent New York ruling centering on a valuation report makes clear.
2018 Key Business Valuation and Damages Cases
Choices for the most interesting and pivotal court cases of 2018 involving business valuation issues.
Three different court rulings on the use of discounts in the divorce context
Case law matters. Every month, BVLaw analyzes the most noteworthy court decisions dealing with valuation and damages issues. Subscribers should check out digests of three recent divorce rulings different state courts issued. All the cases dealt with the issue of whether it was appropriate to discount the owner-spouse’s interest in a closely held business.
Top five business valuation tips from recent training webinars
As a busy business valuation professional, you may not always have the time to attend training events. We’ve compiled the top five tips from recent BVR webinars on the most timely and important topics in the profession.
BVLaw Case Update
Case law matters. Tune into BVLaw Case Update to deepen your understanding of the business valuation and damages litigation landscape. Knowing what goes on in court and what the law is makes you a more effective and sought-after expert. Join veteran valuator, speaker, and teacher Jim Alerding (Alerding Consulting LLC) and BVR’s own legal editor, Sylvia Golden, for a review of a number of significant recent court decisions, including key statutory appraisal rulings from the ...
Business Valuation Case Law Yearbook, 2018 Edition
February 2018 PDF
BVR (editor)
Business Valuation Resources, LLC
2017’s Top Business Valuation and Damages Cases
BVLaw’s selection of the most educational cases of 2017.
Business Valuation Update Yearbook, 2018 Edition
February 2018 PDF
BVR (editor)
Business Valuation Resources, LLC
BVLaw Case Update
Every month, BVLaw analyzes and digests federal and state court decisions (including opinions from the United States Tax Court) that focus on valuation and damages issues and feature expert testimony. A BVLaw subscription is an efficient way for financial experts to keep up with developments in their areas of expertise and with the various courts’ takes on valuation methodology, Daubert and the art of presentation, and policy concerns.
U.K. Case Law Update: Recent Decisions That Impact Your Valuation
Business valuation is undergoing significant evolution in the UK, and it's impacting the way valuations are treated in court. Join valuation experts Andrew Strickland and Luke Morris for a look at recent UK cases that address key areas of business valuation, including the increased use of definitions from the International Valuation Standards in Court. Get briefed on four cases that challenge the roles of UK valuation experts, and get tips for using financial models in ...
Behind the Bench: Two Experts and a Judge on Valuation in the Courtroom
In this program, Jay Fishman and Bill Morrison, the authors of The Business Valuation Bench Book: Business Valuation for Lawyers and Judges, published by BVR, are joined by the Honorable Thomas Zampino JSC (ret). The authors and Judge Zampino provide insights from their many years of experience to help judges evaluate expert valuation testimony, experts prepare and present valuation testimony, and lawyers present their own expert on direct and cross-examination of the opposing expert.
BVLaw Case Update: A One-Hour Briefing
In BVR's second legal briefing, BVR Legal Editor Sylvia Golden and expert appraiser Jim Alerding team up to once again provide appraisers with the most pressing court decisions presented in BVLaw™ and Business Valuation Update™. From the vast and growing compilation of case law procured throughout the United States, Golden and Alerding examine the legal decisions that carry the most weight for appraisers and appraisals, as well as the lessons taught by each decision.
Courtroom Confidential: Solutions to Real-World Valuation Problems
In theory, valuation experts and attorneys share distinguished professions where documented case law and peer-reviewed methodology come together in perfect harmony. In reality, things get messy—particularly in divorce cases. Join matrimonial attorney Jennifer Rosenkrantz and valuation expert Pat Rafanelli for a discussion of several real-life scenarios regarding valuation issues in divorce cases and how those issues would be considered by attorneys and forensic experts. Hear fact patterns, and get complete insight from both an attorney ...
The Business Valuation Bench Book
April 2017 Hardcover, PDF (134 pages)
Jay Fishman, William Morrison
Monte Carlo: Applications, Examples and Best Practices for Valuation (eLearning course)
Damages testimony undergoes Daubert treatment in class certification stage
Class actions have their own rules, including when it comes to expert testimony. An unresolved issue is whether damages expert testimony is subject to a Daubert inquiry at the class certification stage, before the court has approved the request to proceed as a class action. The U.S. Supreme Court has yet to give clear guidance, but defendants are increasingly proactive and move to exclude the testimony at the beginning of the litigation in an attempt to thwart class certification and knock the case out early.
Double Dipping: The Debate Continues
The experts face off—again. If you missed the first session, don’t miss this one. Join Donald DeGrazia, Robert Levis, and Kim Willoughby as they continue their spirited discussion on the fundamental dilemma in divorce-related financial matters involving the intersection of the division of income-generating assets such as business intangible assets (e.g., goodwill) and incentive stock compensation and consideration of these same assets when analyzing income available for spousal maintenance. Some divorce practitioners believe it is ...
Business Valuation Case Law Yearbook, 2017 Edition
February 2017 PDF (250 pages)
BVR (editor)
Business Valuation Resources, LLC
Business Valuation Update Yearbook, 2017 Edition
February 2017 PDF (349 pages)
BVR (editor)
Business Valuation Resources, LLC
BVLaw Case Update: A One-Hour Briefing
It’s 2017, and BVLaw Case Update is back. Join veteran valuation analyst Jim Alerding (Alerding Consulting LLC) and BVR’s legal editor, Sylvia Golden, for a one-hour discussion of some of most impactful recent valuation and economic damages decisions. This conversation will delve into statutory fair value opinions coming out of Tennessee and Delaware; a Section 1031 Tax Court decision by Judge Laro, one of the court’s most influential voices, addressing methodology and attorney-appraiser communications; and ...