Shareholder transaction valuations arise from a number of situations. A common one is when a company undertakes a buyout of minority shareholders through a squeeze out merger or a reverse stock split. In most states, if the minority shareholder believes the transaction price to be unfair, he can initiate a court procedure known as an appraisal action. We have considerable experience in this area, including expert testimony on valuation.
Shareholders also come to us for valuation advice when they are trying to negotiate a consensual buyout of a shareholder, such as a retiring family member. In such situations, we can act as valuation advisor to one party, or serve as a jointly-retained appraiser.