Shareholder Disputes & Shareholder Agreements
Resolving Ownership Disputes with Credibility and Clarity
When business owners disagree, whether due to a falling out, retirement, or a triggering event under a shareholder agreement, an independent valuation is often central to resolving the matter fairly. Emotions may run high, but the numbers must remain grounded.
We support attorneys and their clients in shareholder disputes and operating agreement enforcement by providing business valuations, economic assessments, and guidance on the practical implications of ownership transfers. Our work helps bring financial clarity to difficult conversations and contested transitions.
What We Provide
Valuation for Ownership Buyouts
- Determination of fair market value or formula-defined value
- Application of discounts where appropriate (e.g., minority interest)
- Review of historical financials and normalization of earnings
Analysis of Shareholder Agreements
- Interpretation of valuation-related clauses
- Comparison of agreement terms vs. valuation best practices
- Guidance on ambiguous or outdated agreement language
Equity Division & Business Separation
- Assisting partners in equitable business splits
- Asset allocation guidance for multi-entity businesses
- Coordination with legal and tax advisors for reorganization
Rebuttal & Dispute
- Review and critique of opposing valuations
- Assessment of personal vs. enterprise goodwill
- Analysis of improper methods or inflated assumptions
Navigating a Shareholder Dispute?
Whether you’re dealing with a partner exit, a deadlock between owners, or a challenge to an existing valuation, we can help support a fair resolution through clear, defensible analysis.
Email or call Zach to discuss your case
zgilbert@royer-cpa.com | 207-956-6729
