Valuation and Litigation Briefing July/August 2026
The July/August 2026 issue of our Valuation and Litigation Briefing is available online now. Our cover story summarizes a recent New York appellate court case regarding discount for lack of marketability (DLOM) which is a frequently litigated business valuation adjustment. Other topics include managing risk, sharing confidential information on AI platforms and more.
To read this issue of Valuation and Litigation Briefing, please click here.
Articles:
- Rosenblum v. Treitler: New York appellate court’s recent take on DLOMs raises questions
- Managing discovery risk under Rule 26
- Are AI conversations privileged? Recent case shows risks of sharing confidential information with AI platforms
- How valuators assess key person risk
As always, if you have questions or currently in need of business valuation services, please reach out to John F. Maloney, CPA, CFF, CVA, ABAR at 215.675.8364.
DISCLAIMER: The WM Update, WM Wednesday Wisdom, WM Daily Update, and other related communications are intended to provide general information, as of the date of this communication, and may reference information from reputable sources. Although our firm has made every reasonable effort to ensure that the information provided is accurate, we make no warranties, expressed or implied, on the information provided. Be aware that this is not a comprehensive analysis of the subject matter covered and is not intended to provide specific recommendations to you or your business with respect to the matters addressed.
