by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations
Congel v Malfitano, 2016 N.Y. App. Div. LEXIS 3706 (May 18, 2016) What a difference a word makes. That’s the lesson from a recent New York appellate ruling in a dispute in which a minority shareholder was found liable of wrongfully breaching the partnership agreement...
by Royer Advisors | Dec 11, 2024 | Court Rulings, Fraud Prevention, Valuations
MSKP Oak Grove, LLC v. Venuto, 2016 U.S. Dist. LEXIS 84950 (June 29, 2016) A recent fraud case illustrates how a thorough expert report can help an embattled valuator stay the course even in the tumult of litigation. The key is to document everything. Need for reverse...
by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations
Hanckel v. Campbell (In re Hanckel), 2015 Bankr. LEXIS 4202 (Dec. 11, 2015) Prior to filing for Chapter 7 bankruptcy, the debtor, who owned a stake in a family business, transferred his share to his father, the co-owner. Subsequently, the Chapter 7 trustee proved the...
by Royer Advisors | Dec 11, 2024 | Court Rulings, Divorce Litigation, Valuations
Grant v. Grant, 2016 Tenn. App. LEXIS 327 (May 12, 2016) Appraisers rely on clear directives from the courts to produce sound valuations, but they may not always get them. A recent Tennessee appellate ruling in a divorce dispute is a case in point. The issue was...
by Royer Advisors | Dec 11, 2024 | Court Rulings, Valuations
Pattridge v. Starks, 2016 La. App. LEXIS 315 (Feb. 24, 2016) An economic damages case stemming from the breach of a non-compete agreement features a noteworthy discussion on the difficulty of quantifying losses where the injured company is of a “volatile nature.” The...
by Royer Advisors | Dec 11, 2024 | Business Plans, Valuations
There are numerous uncertainties in the marketplace currently facing businesses. Tax laws could substantially change as President Trump and Republican congressional leaders work toward fulfilling their campaign promises. The estate tax could be repealed, and various...
