Fraternity Fund Ltd. v. Beacon Hill Asset Management LLC
One of the issues was whether Beacon Hill's valuations were fraudulent because they deviated from valuations done by independent appraisers/brokers.
Appraisal based on more than one valuation approach found more credible
The issue in this marital dissolution was the valuation of the husband's 2.18% interest in Wealth Enhancement Group (WEG).
Hypothetical investor value with marketability discount upheld
One of the primary issues in this marital dissolution was the valuation of husband's insurance sales and financial planning business, Professional Financial Solutions (PFS).
In re the Marriage of Schleif
At issue is the valuation of appellant's ownership interest in Wealth Enhancement Group.
In re the Marriage of Mann
One of the primary issues in this marital dissolution was the valuation of husband's insurance sales and financial planning business.
In re the Marriage of Duncan
At issue is the valuation of husband's interest in an investment advisory business.
Court rejects adjustment for post-separation efforts
The issue appealed from the Duncan marital dissolution concerned the value of an investment advisory company.
Moll v. Moll
Issues are whether personal or professional goodwill constitute "property" or "a thing of value" and whether NY domestic relations statutes recognize goodwill as marital property.
Financial Advisor's Book of Business Represents Goodwill and Therefore Marital Property
In this marital dissolution, the husband filed for partial summary judgment concerning the equitable distribution of the marital assets.
Parrott v. Coopers & Lybrand, L.L.P.
At issue is the valuation of employee's stock after termination and breach of fiduciary duty by the majority shareholder.
Accountants for Company Not Liable to Terminated Employee
This accountant malpractice action arose as a result of the plaintiff's efforts to obtain a higher price for his 40,500 shares of stock of Pasadena Capital Corp., an investment advisor firm.
Matter of Marriage of Arends
At issue is the valuation of the couple's two corporations.
Valuation Requires Recognizing Stream of Income Available to Owner
The Oregon Court of Appeals affirmed the trial court's valuation of two businesses, which operated as a single entity. It value the business, in part, by reference to a sale and redemption of the stock. It rejected the husband's argument that the sale wa ...
Advisor Sues to Collect Fees for Advice and Fairness Opinion
Wessels, an investment banking firm, rendered financial advisory services and a fairness opinion for National Medical Waste Inc. regarding a proposed merger.
Wessels v. National Medical Waste
At issue is whether National Medical Waste's payment to Wessels is conditioned upon the completion of a potential merger even though Wessels performed in accordance with the contract.
Columbia Management v. Wyss
At issue is the value of the shares of petitioner's stock that Loren Wyss, a dissenting shareholder, holds in Columbia Management Company.