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

Peter Ingersoll
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.

Live Video-Broadcast: November 13, 2025

2 hour CLE

Tuition: $195.00
Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Shareholder disputes can be some of the most contentious and high-stakes conflicts in corporate law, often pitting business partners against each other in ways that threaten the viability of the enterprise. Principals in a private business effectively enter a business marriage and, just like all marriages, each party often has different expectations, values and perceptions. In the excitement of forming a new venture, it is all too common to ignore the need for a viable buy-sell agreement.

Attorneys advising closely held corporations, partnerships, and LLCs must navigate complex issues of valuation, fiduciary duties, and statutory remedies when shareholder oppression or deadlock arises often in an environment of broken trust, high emotions and vitriol.

This program will provide a practical and analytical framework for understanding how courts address valuation disputes, minority shareholders rights against oppressive conduct, and what preventative strategies business owners and their counsel can implement to mitigate risk before an impasse threatens business operations.

Participants will learn how to anticipate potential disputes during the entity formation stage, evaluate evidence in the context of crafting and supporting the price and terms of a buy/sell agreement or a viable settlement agreement. Developing a successful approach to support the valuation of a private company must be based on the context of the business circumstances that are in alignment with the appropriate valuation methodology.

Current developments in statutory and case law will be reviewed, as well as procedural and perceptual pitfalls. Viable tools, approaches and solutions to litigating shareholder disputes, will be emphasized. By the end of the program, attorneys will be better equipped to counsel clients through the lifecycle of shareholder relationships—from planning and prevention to resolution and exit.

Key topics to be discussed:

  • Contractual and preventative planning tools
  • Valuation disputes: Evaluating the cause of dissention
  • Claims of shareholder oppression
  • Judicial remedies and procedural considerations
  • Exit strategies and negotiated resolutions
  • Recent case law and emerging trends

This course is co-sponsored with myLawCLE.

Date / Time: November 13, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

Speakers

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. With over 25 years of experience in commercial real estate, closely held businesses, and complex financial disputes. Peter combines deep technical knowledge with the ability to translate complex issues into language judges and juries can understand. His work is designed to be credible, objective, and reliable in even the most challenging litigation settings. Please visit www.safe-equity.com

Agenda

I. Contractual and preventative planning tools | 1:00pm – 1:20pm

II. Valuation disputes: Evaluating the cause of dissention | 1:20pm – 1:40pm

III. Claims of shareholder oppression | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. Judicial remedies and procedural considerations | 2:10pm – 2:30pm

V. Exit strategies and negotiated resolutions | 2:30pm – 2:50pm

VI. Recent case law and emerging trends | 2:50pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

More CLE Webinars
Upcoming CLE Webinars
Security Clearances: Completing the Standard Form 86
Security Clearances: Completing the Standard Form 86 Fri, October 10, 2025
Live Webcast
Using Copilot in Microsoft Excel for Lawyers
Using Copilot in Microsoft Excel for Lawyers Wed, October 15, 2025
Live Webcast
Ethical Issues in Withdrawing from a Representation
Ethical Issues in Withdrawing from a Representation Mon, October 20, 2025
Live Webcast
Sketching Legacies: A guide to drafting wills and trusts
Sketching Legacies: A guide to drafting wills and trusts Tue, October 21, 2025
On-Demand
Live Replay
Outlook and Word for Lawyers: Using Microsoft Copilot
Outlook and Word for Lawyers: Using Microsoft Copilot Thu, October 23, 2025
Live Webcast