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
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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:
This course is co-sponsored with myLawCLE.
Date / Time: November 13, 2025
Closed-captioning available
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
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
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved via Attorney Submission
2.5 General Hours
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Substantive
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General minutes
Approved for CLE Credits
2.4 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Not Eligible
2 General Hours
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Law & Legal Hours
Pending CLE Approval
2 General
Pending CLE Approval
2.4 General
Pending CLE Approval
2 General