Business Valuation Case Law Yearbook, 2024 Edition

January 2024 PDF, Softcover (222 pages)

BVR (editor)

Business Valuation Resources, LLC

The legal coverage and in-depth analysis from the BVR legal team including an Introduction by Jim Alerding, BVR Legal Editor delivers lessons learned to help appraisers reach better and more defensible valuation conclusions. The 2024 Yearbook illustrates how financial experts helped their side win (and lose) in the courtroom and includes 70 new cases that were added to BVLaw in 2023.

The Yearbook covers key court decisions involving business valuation during 2023. The cases are all related in some way to valuation, economic damages and lost profits, and other litigation. This publication also includes as exhibits some of the cases that the editorial team determined to be of high importance to the valuation and expert witness community during 2023. This must-have collection benefits both the generalist as well as the specialist.

This publication and many more are also available for download with a subscription to the Digital Library or BVResearch Pro.
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  • Quickly digest the latest practice-critical business valuation rulings
  • Easily navigate court cases with a comprehensive reference table that lists case-by-case type, state/jurisdiction, date, and more
  • Gain the edge in your next case with analysis on 70 new cases from the last year
  • Case topics covered include intellectual property, securities litigation, divorce, ESOP, bankruptcy, Daubert motions and shareholder oppression

Introduction

Court Case Summary Table

Court Case Digests

Albaad USA, Inc. v. GPMI, Co. (In re GPMI, Co.)

B.M. v. R.C.

In re Marriage of Bainbridge

Bennetti v. Oxford Restructuring Advisors LLC (In re Community Providers of Enrichment Services AZ Liquidating, Inc.)

Brooks v. Comm’r

Brown v. Brown

Buccieri v. New Hope Realty, Inc.

Chalasani v. Bollempalli

Champions Retreat Golf Founders, LLC v. Comm’r

Chase v. Chase

City of Fort Collins v. Open Int’l, LLC

Clampitt v. Clampitt

Cummings v. Cummings

Dentists Ins. Co. v. Yousefian

Donnelly v. ProPharma Grp. Topco LLC

EllDan Corp. v. Steele (In re EllDan Corp.)

Endless River Techs. LLC v. Trans Union LLC

ES NPA Holding, LLC v. Comm’r

Estate of Cecil v. Comm’r

Fordeley v. Fordeley

Furrer v. Siegel & Rouhana, LLC

Gamache v. Hogue

Ghaly v. Riverside Cmty. Healthplan Med. Grp.

In re Marriage of Gill

Golock Capital, LLC v. VNUE, Inc.

Gore v. Gore

Griggs v. Griggs

Gutierrez v. Padilla

GWG Holdings, Inc. v. Fifth Season Investments, LLC 

(In re GWG Holdings, Inc.)

HBK Master Fund L.P. v. Pivotal Software, Inc.

Herremans v. Fedo (In re Herremans)

In re Hettinga

In re Hillman

Jayawardena v. Daka

JBrick, LLC v. Chazak Kinder, Inc.

Johnston v. Vincent

Koch v. Koch

Kwak v. Bozarth

Lamm v. Preston

Laurilliard v. McNamee Lochner, P.C.

LCT Capital, LLC v. NGL Energy Partners LP

Lieberman-Massoni v. Massoni

Maher v. Cmejrek

Mamone v. Mamone

In re Marriage of Marasco

Mekhaya v. Eastland Food Corp.

Mikalacki v. Rubezic

In re Navidea Biopharmaceuticals Litig.

NetApp, Inc. v. Cinelli

Nix v. Nix

Novosel v. Azcon Inc.

O’Mahony v. Whiston

Paramount Fin. Commc’ns, Inc. v. Broadridge Inv’r Commc’n Sols., Inc.
Pemberton v. Pemberton

Ramcell, Inc. v. Alltel Corp.

Rosenthal v. Erber

Rothwell v. Rothwell

In re Marriage of Sommerville

Taylor Precision Prods. v. Larimer Grp., Inc.

Tennebaum v. Deshpande

In re Tesla Motors Stockholder Litig.

Thomasee v. Thomasee

In re Trapp

VeroBlue Farms USA Inc. v. Wulf

Vieira v. Think Tank Logistics, LLC (In re Levesque)

Walsh v. Preston

White Buffalo Env’t, Inc. v. Hungry Horse, LLC

WL All. LLC v. Precision Testing Grp. Inc.

Wong v. Wong

Zamfir v. CasperLabs, LLC