Management Overlay Must Be Factored Into Valuation of an Affiliated Entity
Milo Fields Trust owned minority interests in two limited liability companies (LLCs), PMB of Hackensack LLC and PMB of Union City LLC.
Milo Fields Trust v. Britz
Milo Fields Trust owned minority interests in two limited liability companies (LLCs), PMB of Hackensack, L.L.C. and PMB of Union City, L.L.C. Gary Fields (Fields) was trustee. These LLCs, along with others like them, had been formed by Jeffrey Britz, who ...
Richards v. Knuchel
In determining whether a legal malpractice claim involving a marital dissolution action would have succeeded on appeal, the district court had ruled that the trial court's valuation of husband's business was not erroneous, and husband appealed.
Accounting Expert’s Lost Profits Analysis Accepted Over Economist’s Estimate
The Delaware Court of Chancery calculated lost profits arising from the breach of a contract.
Honeywell International Inc., et al. v. Air Products & Chemicals, Inc.
The Delaware Court of Chancery calculated lost profits arising from the breach of a contract.
Fairness opinions and the dot.com
"Valuation of Dot-com Companies for Fairness Opinion," Robert Reilly and Frank Carr, Insights , Willamette Management Associates, Winter 2001, pp.7-15. For copy of article, email Charlene Blaloc ...
Structuring Buy-Sell Agreements: Analysis with Forms, Zaritsky, Howard M.
Warren, Gorham & Lamont of the RIA Group , 31 St. James Avenue, Boston, Mass. 02116, (800) 950-1216. Available for $205, twice-yearly supplements available for $79 each. Hardbound loose-leaf, 6 ...
IRS releases recommendations on valuation policies
It has long been known that there are serious deficiencies in the Internal Revenue Service's valuation policies. There is a lack of cohesiveness in valuation reporting requirements and an absence of u ...
Estate of Stevens v. Commissioner
In valuing 50% undivided interest in three commercial real properties, Tax Court rejects limiting discounts to costs of partitioning, finding 25% discount is appropriate for all properties and is in line with factor analysis for fractional interests.
Income stream is key to medical practice value
Valuation of a Medical Practice , Tinsley, Reed, Rhonda Sides, and Gregory D. Anderson, John Wiley & Sons, Inc.,1999. Business Valuation Resources, 7412 SW Beaverton-Hillsdale Hwy., Suite 106, Po ...
In Re Stephen L. Vecchitto
At issue is the valuation of 220 shares of stock of a closely-held corporation.
In Re Stephen L. Vecchitto
The trustee sued a Chapter 7 bankruptcy debtor to avoid the transfer of certain shares of stock that debtor declared valueless.
Matador Capital Management v. BRC Holdings, Inc.
At issue is the board's failure to protect shareholder's interest and maximize stock value during a merger.
Disclosure of Valuation Method Not Required
Plaintiffs, shareholders of defendant BRC Holdings Inc. (BRC) sought a preliminary injunction prohibiting the consummation of a planned tender offer followed by a merger of BRC and defendant ACS Acquisition Corp. (ACS).
"Business Transition: How to Value Your Financial Planning Practice"
Pollock, Stanley L ., " Business Transition: How to Value Your Financial Planning Practice " Journal of Financial Planning , June 1998, pp. 64-71. When working with clients, financial planners de ...