Valuation and Litigation Briefing March/April 2026
The cover story of our March/April 2026 issue of Valuation and Litigation Briefing summarizes a recent federal appellate court case in which a valuation expert’s testimony was excluded as both irrelevant and unreliable. The plaintiff did not have sufficient evidence to prove any amount of damages. Other articles include using ESOPs to transfer ownership, FAQs about the cost approach and how it derives a business’s value from the difference between everything it owns and everything it owes, and much more.
Articles:
- Endless River Tech. LLC v. TransUnion, LLC: Shaky expert testimony topples $18 million damage award
- Tax Court unwinds deathbed FLP transfer
- Three FAQs about the cost approach
- Using ESOPs to transfer ownership
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.
To read this issue of Valuation and Litigation Briefing, click here.
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.
