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Arizona Beverages Partners Air Widely Divergent Value Views

December 2014 | Issue 77 Introduction This valuation proceeding arose out of a four-year litigation struggle between John Ferolito and Domenick Vultaggio, the co-founders of AriZona Beverages. AriZona is the largest privately-owned beverage company in the United States. Stated simply, the case involved the valuation of the AriZona entities (“AriZona” or “company”); a collection of [...] More...

Personal Goodwill, is it Part of Company Value?

September 2014 | Issue 76 PERSONAL GOODWILL, IS IT PART OF COMPANY VALUE? Background Franklin Adell died on August 13, 2006. Included in his estate was a 100% interest in a company called STN.Com, Inc. (“STN”). The estate initially valued STN at $9.3 million. The IRS issued a notice of deficiency which valued STN at [...] More...

Non-Recurring Cash Flows Complicate Hesco Valuation

August 2014 | Issue 75 NON-RECURRING CASH FLOWS COMPLICATE HESCO VALUATION Patricia Laidler  (Petitioner) was a 10% shareholder of Hesco Bastion USA, Inc. (“Hesco”).  The remaining  90% interest in Hesco was owned by Hesco Bastion Environmental, Inc. (“Environmental”).  On January 26, 2012, Hesco was merged into Environmental. Pursuant to the terms of the merger, Petitioner [...] More...

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Shareholder Transactions Valuations

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.