ITT Hartford Group, Inc. v. Virginia Financial Associates, Inc.
The Virginia Supreme Court applied the New Business Rule to a business with a two-year operating history in this quantum merit case.
New Business Rule Applied to Two-Year-Old Business
The Virginia Supreme Court applied the New Business Rule to a business with a two-year operating history in this quantum merit case.
James R. Cozart v. Lynn Anne Cozart
The Tennessee Court of Appeals determined that an insurance agent's business was a marital asset subject to valuation and division in divorce. It determined that the business was made of two parts: the book of business and the deferred compensation packa ...
Insurance Agent’s Book of Business Is Marital Property
The Tennessee Court of Appeals determined that an insurance agent's business was a marital asset subject to valuation and division in divorce.
Wittig v. Wittig
At issue is the valuation of husband's separately owned stock in an insurance agency.
Corporation's valuation formula evidence of value
The valuation issue in this marital dissolution was whether the trial court erred in using the corporation's own valuation formula to determine the value of husband's stock in a closely held insurance ...
Home Security of America, Inc. v. Karl R. Wellman, et al.
The Wisconsin Court of Appeals affirmed a jury's determination of lost profits due from a corporate officer's breach of fiduciary duty by establishing a competing errors and ommissions insurance business. The lost profits were established by expert testi ...
Lost Profits Calculated by Subtracting Actual From Projected Earnings
The Wisconsin Court of Appeals affirmed a jury's determination of lost profits due from a corporate officer's breach of fiduciary duty by establishing a competing errors and ommissions insurance business.
Court affirms buy-sell agreement's impact on share price
Wife appeals the trial court's distribution of property, and claims husband's 293 shares of closely-held stock is community property.
Seiler v. Seiler
One issue in this case was the value of goodwill in an insurance agency.
In re the Marriage of Gillespie
At issue is the valuation of husband's shares in an insurance company and a covenant not to compete.
Insurance Accounts Determined to Be Largely Personal, Not Corporate, in Nature
The Washington Court of Appeals affirmed and reversed the trial court's determination of damages for misappropriation of client lists under the Uniform Trade Secrets Act. Three insurance agents left Nowogrowski, merged with another firm, and solicited N ...
Ed Nowogroski Insurance v. Reick, et al.
The Washington Court of Appeals affirmed and reversed the trial court's determination of damages for misappropriation of client lists under the Uniform Trade Secrets Act. Three insurance agents left Nowogrowski, merged with another firm, and solicited N ...
Pamela Grace v. Theodore Grace
The Arkansas Supreme Court reversed a Chancellor's valuation of an insurance agent's book-of-business. The Chancellor deducted the tax consequences of a hypothetical sale of the asset. The appellate court reversed this decision. It found that the tax con ...
Tax Consequences of Hypothetical Sale Found Speculative
The Arkansas Supreme Court reversed a Chancellor's valuation of an insurance agent's book-of-business. The Chancellor deducted the tax consequences of a hypothetical sale of the asset. The appellate court reversed this decision. It found that the tax con ...
Specific industry experience not needed to qualify as expert
In this divorce action, husband contends that the circuit court shouldn't have considered the testimony of wife's valuation expert, Lawrence Lipsky, CPA, because Lipsky had no prior experience in valuing a company like Reib & Reib (R & R), husband's risk management insurance company.
Blinderman v. Reib
At issue is petitioner's expert testimony.
Ellerbe v. Ellerbe
Issue is whether payments owed to husband under installment contract for sale of insurance company he held a stock interest in were marital property.
Mallett v. Mallett
Issue was the proper valuation date of husband's insurance agency.
In re Marriage of Lopez
One issue in this case was the inclusion of goodwill in the valuation of an insurance business.
In re Marriage of Arrotta
One issue in this case was the admitting of testimony by an expert with no experince valuing insurance companies ...
King v. F.I.J., Inc.
At issue is the FMV of shareholder's stock in FTJ.
Weiss v. Weiss
One issue in this case was the increase in the value of a family business.
Bateman v. Bateman
At issue is the valuation of husband's insurance agency.
Boyle v. Boyle
The issue in this case was whether or not the wife had a continuing partnership interest in the business.
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