Business Valuation
for Shareholder and Partnership Disputes
The Valuation Group provides business valuation and financial analysis in disputes involving shareholders, partners, LLC members, family-owned businesses, closely held companies, and professional practices.
Our work supports attorneys, business owners, partners, shareholders, mediators, arbitrators, and advisory teams involved in ownership conflicts, buyouts, forced exits, deadlock, oppression claims, disputed distributions, breach of fiduciary duty allegations, and contested business value.
Why The Valuation Group
Ownership disputes turn on credibility as much as arithmetic. The analysis must reflect the interest being valued, the controlling agreement or legal framework, the valuation date, disputed conduct, normalization adjustments, and whether discounts or business-damage issues belong in the analysis.
The Valuation Group is useful when counsel and owners need a valuation position that can be explained in negotiation, mediation, arbitration, or court. The work is organized around evidence, economics, and the issues likely to be challenged.
We value closely held companies, ownership interests, professional practices, holding companies, and operating entities in shareholder, partnership, and LLC member disputes.
Our analysis may address enterprise value, equity value, minority or non-controlling interests, buyout value, disputed compensation, related-party transactions, excess owner benefits, asset ownership, debt treatment, normalization adjustments, and the specific rights attached to the ownership interest.
Shareholder oppression and forced buyout matters often require valuation analysis that can withstand scrutiny from counsel, opposing experts, courts, arbitrators, and the parties themselves.
We provide valuation work product designed to clarify the financial issues, support settlement discussions, and assist counsel in evaluating the economic consequences of the dispute.
When a new partner or member is admitted, or when an existing owner exits, valuation questions may arise around company value, capital accounts, distributions, compensation, debt, goodwill, discounts, and timing.
The Valuation Group provides valuation and financial analysis for partner withdrawals, LLC member exits, internal buyouts, deadlock resolutions, and disputes arising under operating agreements, partnership agreements, or informal ownership arrangements.
In many disputes, the first step is not a new valuation. It is understanding whether the other side’s valuation is reliable.
We review opposing valuation reports, financial assumptions, normalization adjustments, discount rates, market multiples, discount conclusions, and damages-related claims. Our work helps counsel identify strengths, weaknesses, unsupported assumptions, and issues requiring rebuttal or further discovery.
Related Valuation Issues
Discount Analysis / DLOC & DLOM
Ownership disputes may involve non-controlling interests, lack of marketability, transfer restrictions, voting limitations, distribution rights, and other factors affecting value.
Lost Business
Value
Some ownership disputes involve allegations that conduct by one owner or group reduced or destroyed business value. Those matters may require damage analysis in addition to business valuation.
Built for Ownership Dispute Resolution
Our reports and analyses are prepared for professional review and dispute resolution. We focus on financial evidence, valuation methodology, supportable assumptions, and a clear presentation of the conclusion.LET'S TALK
Looking for Clear, Defensible Financial Analysis?
Connect with our professionals to discuss your valuation, forensic, or advisory needs and determine the right solution for your engagement.