Business interruption claims are not just insurance exercises, they are valuation exercises. When a privately held business suffers a fire, flood, cyberattack, supply chain disruption, or other covered event, the core question is how much income the company would have generated absent the interruption, and how that lost earnings stream should be measured, normalized, and […]
In breach of contract disputes, damages are not just a legal remedy, they are often a valuation question. Business valuation experts are frequently engaged to quantify what was lost, what was reasonably incurred, and what additional harm flowed from the alleged breach. In a privately held business context, the core task is to translate legal […]
In business valuation disputes, the best expert report is not necessarily the longest one. It is the report that applies accepted valuation principles, explains its conclusions clearly, and can survive the scrutiny of cross-examination. For privately held businesses, that means linking the opinion of value to recognized standards such as IRS Revenue Ruling 59-60, using […]
When a business dispute, breach of contract, or intellectual property claim affects a privately held company, the damages analysis often comes down to a critical choice: should the claimant pursue lost profits, or should the case be framed around lost business value? In business valuation, this is not a semantic difference. It changes the economic […]
Shareholder and partnership disputes often turn on a central question, what is the business actually worth? In oppression claims, buyouts, deadlock situations, and contested exits, an independent valuation expert helps establish a defensible value conclusion that can withstand scrutiny from owners, counsel, courts, and opposing experts. Because these matters often involve conflicting incentives and competing […]
In divorce matters, the value of a privately held business can become the most contested asset in the case. The central questions are rarely simple: should the business be valued at fair value or fair market value, how should appreciation during the marriage be allocated between active and passive causes, and does goodwill belong to […]
Fraud investigations matter to business valuation because financial misstatements, asset misappropriation, and hidden liabilities can distort earnings, cash flow, and risk. When forensic accountants trace the money, they are not only identifying wrongdoing, they are also helping determine whether a privately held company’s reported performance can support fair market value under IRS Revenue Ruling 59-60, […]
When a commercial dispute results in financial harm, the central valuation question is not simply whether a loss occurred, it is how much value was lost, when it was lost, and what a credible financial expert can prove with supportable methods. In business valuation, economic damages are quantified through models such as lost profits, diminished […]
When diligence findings lead to a lower purchase price, the adjustment is not arbitrary. It reflects how newly discovered facts change the subject company’s risk profile, earnings quality, cash flow durability, and ultimately its appraised value. For privately held businesses, diligence-driven price reductions are best understood through valuation mechanics, including normalized EBITDA or SDE, cash […]
A well-built data room does more than organize files. In a privately held business valuation, it shapes buyer confidence, reduces diligence friction, and helps preserve value by presenting evidence of earnings quality, customer stability, and legal clean-up in a disciplined way. When information is scattered or incomplete, buyers often respond by widening the discount rate, […]