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Fair Value In Shareholder Actions


The following guide provides information on books and publications which focus on business valuation for shareholder dissent and oppression actions. Each entry below includes the name of the source or publisher, a brief description of the resource, and notes any information that is available free online.


Select from the following resources:

BVR's Guide To Fair Value in Shareholder Dissent, Oppression, and Marital Dissolution
Business Valuation Resources, LLC

Comprehensive guide to fair value in shareholder dissent, oppression, and marital dissolution actions features articles and webinar transcripts by top business valuation professionals, with chapter topics including background on fair value, fair value in shareholder dissent and oppression actions, "Valuing A Business, 5th Edition" on fair value, fair value in marital dissolution, and fair value case abstracts.


Standards of Value: Theory and Application, 2nd Edition
Jay E. Fishman, Shannon P. Pratt, William J. Morrison, Wiley, 2013

Chapter 3 of this publication addresses fair value in shareholder dissent and oppression actions, with topics covered in this chapter including fair value as the standard of value, valuation date in appraisal and oppression actions, customary and current valuation techniques, Delaware fair value standards and components, applicability of discounts and premiums, and equitable adjustments to fair value.


PPC Guide to Business Valuations
Practitioners Publishing Company, annual updates

Three-volume set includes a chapter which focuses on business valuation for shareholder dissent and oppression purposes, with topics covered in this chapter including an overview of dissent and minority oppression actions, definition of fair value, application of discounts or premiums, the "Delaware Block Method" approach to fair value, procedural fairness and role of experts, and important court decisions.


Financial Valuation: Applications and Models, 3rd Edition
James R. Hitchner, Wiley Finance, 2011

Chapter 16 of this text covers shareholder disputes, with topics covered in this chapter including the history of shareholder disputes, dissenting shareholder and minority oppression actions, standard of value, valuation date, exclusion of future appreciation or depreciation, requirement for entire fairness, valuation methodologies, discounts and premiums, recent case decisions, and court case caveats.


Valuing a Business: The Analysis and Appraisal of Closely Held Companies, 5th Edition
Shannon P. Pratt, Alina V. Niculita, McGraw-Hill, 2008

Topics addressed in Chapters 35 and 36 include dissenting stockholder actions, interpretation of fair value in dissent cases, requirement for entire fairness and consequences for lack thereof, minority interest dissolution actions, interpretation of fair value in dissolution cases, and case law concerning premise of value, approaches to value, weighting of analysis results, and discounts and premiums.


The Lawyers Business Valuation Handbook
Shannon P. Pratt, Alina V. Niculita, American Bar Association, 2010

Chapter 18 of this publication covers shareholder and partner disputes, with topics addressed in this chapter including fair value standard in most dissent and dissolution suits, fair value is not fair market value, all relevant factors must be considered, applicability of discounts and premiums, lack of entire fairness may broaden remedies, states borrow other states' precedents, and timely actions essential.



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