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  • QuickRead Top Story - Valuation/Appraisal

    Reflections on Brundle v. Wilmington Trust, N.A.: A Pure Heart and an Empty Head are Not Enough[1]

    July 1, 2026

    The Brundle v. Wilmington Trust N.A. case has generated numerous summaries, debates, and digests. In this article, the author reflects on lessons that can be taken from the case. This came to her attention during an internal discussion of litigated ESOP cases and piqued her interest. The Brundle v. Wilmington Trust N.A. (919 F.3d 763, 4th Circuit 2019) case has generated numerous summaries, debates, and digests. It came to my attention during an internal discussion of litigated ESOP cases and piqued my interest. As I read the full text of the case, I was surprised by the numbers of “epic…

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  • QuickRead Featured - QuickRead Top Story - Valuation/Appraisal

    The Professionals Involved Helping a Client Sell a Business

    November 24, 2015

    Meet Your Advisory Team Selling a business is a one-time process for most owners. It is also a harrowing process involving professionals in many disciplines. Here is a description of the primary people assisting in the process.

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Recent Posts

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