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Court DCF Valuation of Ancestry.com Comes within a Whisker of Market Price

April 2015 | Issue 79 A recent Delaware appraisal proceeding produced a stock valuation that was within 7/10 of 1% of the actual price of the transaction. The case is In Re Appraisal of Ancestry.com, Inc., Del. Ch. LEXIS 21, (January 30, 2015). Background Ancestry, Inc., located in Provo, Utah, is a leading company in […] More...

Value Shift Turns Nest Egg into Goose Egg

March 2015 | Issue 78 Bright beginnings We’ve seen this happen all too often.  Harry Jones* goes to work for Virus Systems, an early-stage biotech firm.  His compensation package includes 100,000 shares of Virus common stock. Virus’ accountant needs a valuation for the stock as of the date of grant so that he can record […] More...

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...

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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.