Dissenting Shareholder Disputes

Dissenting shareholder disputes occur when minority shareholders believe their shares are undervalued in a company transaction, leading to legal dissent. There is a difference between dissenting and oppressed shareholder matters which our expert, Hubert Klein, will explain as well as the legal and valuation standards that are used.  

Klein highlights the importance of transparency and professional skepticism and thorough understanding of both sides' perspectives, such as:

• Common triggers for dissenting shareholder actions
• Preventing dissenting shareholder issues
• Reconciling valuation differences

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Hubert Klein, CPA/ABV/CFF, Partner and Practice Leader, Eisner Advisory Group LLC 
Host: Alex Partin, CPA/ABV, Mueller & Partin 

Please share your thoughts about the episode - click here to leave us a review  

Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to [e-mail]

RESOURCES FOR FURTHER EXPLORATION
If you’re using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. 

1. 2025 AICPA & CIMA Forensic & Valuation Services Conference  check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders
2. Emerging Partners Toolkit – Section 6 Ownership/buy-sell agreements

Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content 

AICPA Quick Reference Guide: Standards and Premises of Value (refer to page 7) 

The FVS Valuation Podcast archives 

• .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}