During the life of any business, circumstances occasionally arise regarding unresolved disputes, which may in turn include the judicial-legal system to some degree.

Common occurrences include valuations in shareholder disputes or business dissolution, valuations in marital dissolution, and valuations in contractual breach of contract issues including those involving producer employment agreements and restrictive covenants. Professional opinions may be required to industry custom and practice inclusive of, or independent to, the valuation area. Opinions may also be required to industry custom and practice in disputes involving merger and acquisition activity, employment matters, and to the industry in general.

OPTIS Partners’ principals have been called upon and have provided testimony in these matters in numerous state and federal jurisdictions in a variety of situations. Our principals have also been engaged by legal counsel and other advisors in a pure consulting or supporting role.