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Shareholder Disputes in High-Stakes Business Conflicts: Valuation, Oppression, and Strategic Prevention

2025-11-13 13:00:00

2025-11-13 13:00:00

2 Credits

Comprehensive framework for handling shareholder disputes, covering oppression claims, valuation methodology, and resolution strategies for closely held businesses.

2025-11-13 13:00:00

Comprehensive framework for handling shareholder disputes, covering oppression claims, valuation methodology, and resolution strategies for closely held businesses.

2025-11-13 13:00:00

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Trusted by Legal Professionals

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Live stream programs

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Access to live webinars & recordings

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn a comprehensive framework for handling shareholder disputes, including proving oppression, calculating fair value, and positioning cases for successful resolution.

What will you gain

Attorneys will gain practical tools for preventative planning through buy-sell agreements and strategies for building evidentiary foundations that lead to cash buyout settlements.

Buy-Sell Agreements
Address triggering events like death, disability, deadlock, and third-party offers.
Oppression Claims
Identify patterns of conduct that defeat reasonable expectations of minority shareholders.
Valuation Methods
Apply fair value standards using discounted cash flow and build-up methods.
Judicial Remedies
Obtain injunctive relief, court-ordered dividends, or supervised redemptions.
MFW Framework
Implement dual protection through independent committees and minority shareholder approval.
Settlement Strategy
Position for cash buyout by correlating evidence and hiring experts early.

What will you learn

Attorneys will learn a comprehensive framework for handling shareholder disputes, including proving oppression, calculating fair value, and positioning cases for successful resolution.

What will you gain

Attorneys will gain practical tools for preventative planning through buy-sell agreements and strategies for building evidentiary foundations that lead to cash buyout settlements.

Agenda

Session 1

Contractual and Preventative Planning Tools for Disputes

Session 2

Valuation Disputes and Causes of Shareholder Dissention

Session 3

Identifying and Proving Shareholder Oppression Claims

Break

Scheduled Break for Attendees

Session 4

Judicial Remedies and Procedural Considerations Overview

Session 5

Exit Strategies and Negotiated Resolution Positioning

Session 6

Recent Case Law and Emerging Valuation Trends

clock 1:00 pm - 1:20 pm EST

Contractual and Preventative Planning Tools for Disputes

Peter Ingersoll

Safe Harbour Equity, Inc.

This session explores the critical foundation of buy-sell agreements in closely held businesses, addressing key triggering events such as death, disability, retirement, and deadlock. Attendees will learn why formula-based valuations should be avoided and how to structure comprehensive provisions covering funding mechanisms, governance, and dispute resolution.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 1:20 pm - 1:40 pm EST

Valuation Disputes and Causes of Shareholder Dissention

Peter Ingersoll

Safe Harbour Equity, Inc.

This session examines the historical evolution from unanimous to majority rule and the subsequent rise of appraisal rights statutes. Participants will understand the two primary legal frameworks—oppression statute states and fiduciary duty states—and the foundational role of fiduciary duty in shareholder disputes.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 1:40 pm - 2:00 pm EST

Identifying and Proving Shareholder Oppression Claims

Peter Ingersoll

Safe Harbour Equity, Inc.

Attendees will learn how courts define oppressive conduct and the patterns that constitute shareholder oppression, including employment termination, excessive compensation, and capital structure manipulation. The session covers nuanced analysis of employment termination, compensation practices, and dilutive capital calls.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 2:00 pm - 2:10 pm EST

Scheduled Break for Attendees

Peter Ingersoll

Safe Harbour Equity, Inc.

A brief intermission allowing participants to refresh before continuing with the remaining program sessions. Use this time to review notes and prepare questions for upcoming topics.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 2:10 pm - 2:30 pm EST

Judicial Remedies and Procedural Considerations Overview

Peter Ingersoll

Safe Harbour Equity, Inc.

This session covers the range of remedies available in shareholder disputes, from injunctive relief to court-supervised buyouts. Participants will explore the MFW dual protection framework for going-private transactions and learn the best practices checklist for conflict transactions.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 2:30 pm - 2:50 pm EST

Exit Strategies and Negotiated Resolution Positioning

Peter Ingersoll

Safe Harbour Equity, Inc.

Focused on achieving successful settlements, this session teaches how to position cases for cash-for-shares resolutions through early expert involvement and accurate valuation. Attendees will learn discovery strategies, financial data requirements, and optimal expert team structures for building strong evidentiary foundations.

Peter Ingersoll

Safe Harbour Equity, Inc.

clock 2:50 pm - 3:10 pm EST

Recent Case Law and Emerging Valuation Trends

Peter Ingersoll

Safe Harbour Equity, Inc.

This session analyzes fair value as the predominant standard across jurisdictions, contrasting it with California’s fair market value exception. Participants will master the build-up method for discount rates, normalized earnings adjustments, and strategies for building methodological agreement to facilitate settlement.

Peter Ingersoll

Safe Harbour Equity, Inc.

01 07
Prev
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Peter Ingersoll

Safe Harbour Equity, Inc.

Peter Ingersoll

Safe Harbour Equity, Inc.

Peter Ingersoll, CCIM, is a Wharton-trained finance professional and seasoned expert witness specializing in lost profits, business valuations, litigation support, and damages analysis. As CEO of Safe Harbour Equity, Inc., he provides attorneys with clear, defensible reports and persuasive testimony that withstands cross-examination and reinforces case strategy.

Peter Ingersoll

Safe Harbour Equity, Inc.

Peter Ingersoll, CCIM, is a Wharton-trained finance professional and seasoned expert witness specializing in lost profits, business valuations, litigation support, and damages analysis. As CEO of Safe Harbour Equity, Inc., he provides attorneys with clear, defensible reports and persuasive testimony that withstands cross-examination and reinforces case strategy.

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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
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Why Attend

Why this 
program matters

Mastering shareholder disputes, valuation methodologies, and oppression remedies enables practitioners to protect minority interests and secure favorable outcomes in closely held business matters.
90%
Of U.S. businesses are closely held enterprises where shareholder disputes can severely impact operations and ownership. (The Business Divorce Lawyer, 2025)
70%+
Of small businesses lack formal exit plans including buy-sell agreements, increasing litigation risk during ownership transitions. (Exit Planning Institute)
$91k
Median litigation cost for small business contract disputes, underscoring the financial burden of shareholder conflicts. (RocketLawyer 2024)
$160B
Annual tort litigation costs borne by small businesses despite generating only 20% of commercial revenue. (U.S. Chamber Institute for Legal Reform, 2023)

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