Case Study:
Shareholder Dispute – Software Company
Data analysis and reports generated to support shareholder dispute
Two shareholders of a private software company were in litigation as a result of disputes related to a shareholder buyout agreement. They needed an independent party to determine if two shareholders of a private software company were in litigation as a result of disputes related to a shareholder buyout agreement. They needed an independent party to determine whether earn-out thresholds were met as well as other performance concerns of the acquiring party.e whether earn-out thresholds were met as well as other performance concerns of the acquiring party.
The Solution
Harney Partners was engaged to provide analysis of financial records and litigation support related to the earn-out provision for the defined measurement period.
We analyzed and traced sales and invoice information to source documents
We classified revenue by type and location for purposes of the earn-out calculation.
We delivered a report of findings.
The Results
Clients leveraged the analyses and report of our findings to determine the adjusted revenue.
The client settled the dispute out of court for an undisclosed amount.
Services & Roles
Forensics and Litigation
Forensic Analysis for Shareholder Dispute
*Some engagements may have been performed by team prior to joining Harney Partners.
