Minority Shareholder Showdowns: Valuations That Hold Up in Court

This webcast helps practitioners and counsel deliver valuation analyses that are technically sound, clearly documented, and defensible under challenge in contested matters.

Gain expert insight into:

• When and how Kovel arrangements may be used to address privilege considerations in adversarial proceedings
• Distinction between consulting and testifying expert roles
• How those roles affect engagement scope, documentation practices, disclosure requirements, and exposure during discovery and cross-examination
• Selection and application of valuation discounts appropriate for minority ownership interests

By the end of this webcast, you'll know how to strengthen valuation reports by providing clear disclosures and well-defined limiting conditions that communicate scope, constraints, and reliance, thereby enhancing credibility in litigation settings.

Through an enhanced, actionable guidance toolkit, you'll improve:

• The structure of engagement
• Collaboration with counsel
• The overall defensibility of valuation conclusions in adversarial proceedings

Key Topics

• Minority shareholder valuation
• Kovel arrangements and privilege
• Consulting vs. testifying expert roles
• Valuation defensibility in litigation
• Shareholder disputes

Learning Outcomes

• Identify the essential elements of a Kovel arrangement and recognize when privilege protection is appropriate in minority shareholder valuation engagements.
• Distinguish between consulting expert and testifying expert roles, including the implications for work product protection and engagement structure in adversarial settings.
• Select appropriate valuation approaches and documentation practices that support defensible conclusions when minority interest valuations will be subject to cross-examination and opposing expert scrutiny.
• Identify relevant disclosures that should be included in the report to address limiting conditions.

Who Will Benefit

Business valuation professionals involved in litigation matters and valuation practitioners working with legal counsel in adversarial proceedings