LBK Solid Rock, LLC, Kieffer Ventures, LLC, and Joel Kieffer v. Texas Wall Systems, LLC, 83 Properties, LLC, Joseph Harper, Jonathan Harper, and Lance Dean
CourtTexas Court of Appeals, 9th District (Beaumont)
Date FiledAugust 6, 2026
Docket09-25-00091-CV
StatusPublished
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Full Opinion
In The
Court of Appeals
Ninth District of Texas at Beaumont
________________
NO. 09-25-00091-CV
________________
LBK SOLID ROCK, LLC, KIEFFER VENTURES, LLC, AND JOEL
KIEFFER, Appellants
V.
TEXAS WALL SYSTEMS, LLC, 83 PROPERTIES, LLC, JOSEPH
HARPER, JONATHAN HARPER, AND LANCE DEAN, Appellees
________________________________________________________________________
On Appeal from the 284th District Court
Montgomery County, Texas
Trial Cause No. 22-02-01566
________________________________________________________________________
MEMORANDUM OPINION
Appellants LBK Solid Rock, LLC (“LBK”) and Kieffer Ventures, LLC
(Kieffer Ventures”) (collectively “Appellants”) sued Appellees Texas Wall Systems,
LLC (“Texas Wall”), 83 Properties, LLC (“83 Properties”), Joseph Harper, (“Joe”),
Jonathan Harper (“Jon”), and Lance Dean (“Lance”) (collectively “Appellees”),
1
over a business dispute.1 Appellees counterclaimed against LBK and Joel Kieffer
(“Joel”). Since the parties’ agreement contained an arbitration provision, the trial
court required them to arbitrate the dispute.
Following an arbitration proceeding, the arbitrator awarded damages and
attorney’s fees to both Appellants and Appellees. After the arbitrator clarified the
awards, the trial court confirmed the arbitrator’s decision. In two issues, Appellants
argue on appeal that the trial court erred in confirming the arbitration award because
the arbitrator exceeded his authority in that he issued the clarification award in
response to an untimely motion to modify, and the clarification award made
substantive changes to the previous award. Appellants further contend that the trial
court erred in confirming the arbitration award “[b]ecause the [a]ward is [i]ndefinite
and [n]ot [f]inal.”
Since Appellants did not meet the standard required to vacate an arbitration
award, we affirm the trial court’s judgment. See Tex. Civ. Prac. & Rem. Code Ann.
§ 171.088(a).
BACKGROUND
LBK purchased A&A Stone, a supplier of landscaping material, in 2012. At
that time, Joel was the sole member of LBK. With help from his sons, Josh, Bryan,
1
For ease of reference, we refer to the individuals involved by their first
names.
2
and Brandon, Joel ran A&A Stone until January 1, 2018, when LBK sold to Joe, Jon,
and Lance each fifteen percent of the business for a total of $1,250,000. Appellants
also sold Appellees fifty percent of Kieffer Ventures for $75,000. The parties
anticipated referring business to each other to increase profits for both Appellants
and Appellees. The parties’ agreement provides for mediation in the event of
disagreement, and dictates the following arbitration procedures:
Section. 3 Arbitration Procedures
(a) General Rules. Except for mediation provided in Section XV.2
above, and as this Article XV otherwise provides to the contrary, all
proceedings required by this Article XV shall be conducted in
accordance with the Commercial Arbitration Rules of the American
Arbitration Association (hereinafter designated “AAA”) as then in
effect; provided that such rules shall be applied in accordance with
Texas law and that any questions which are not resolved by such
rules shall be determined by Texas law. All parties to an arbitration
proceeding under this Article XV shall make all reasonable efforts
to perform their obligations under this Article XV promptly,
recognizing that time is of the essence.
(b) English Rule – Loser Pays. The parties prevailing in an arbitration
proceeding under this Article XV or in a legal proceeding brought
in a court of competent jurisdiction to enforce or preserve the rights
awarded pursuant to an arbitration proceeding under this Article
XV, including all appeals, shall be entitled to recover from the other
parties all costs and expenses incurred by the prevailing parties with
respect to all of the proceedings, including reasonable attorneys’
fees.
....
(g) Arbitration of the Dispute. The arbitration shall be held in
Montgomery County or Houston, Texas, at a location determined by
the AAA. The decision of the arbitrator shall be final as between
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Petitioner and Respondents and may be enforced or preserved upon
application to any court of competent jurisdiction.
In March 2018, A&A Stone opened a second location, on land owned by 83
Properties, which is a holding company owned by Joe and Jon.2
The parties eventually became dissatisfied with their business arrangement.
Their complaints included: (1) LBK’s increased profits did not materialize as
anticipated; (2) LBK assets were used to pay personal expenses; (3) Appellees
increased the rent and decreased the available space at A&A2’s location; (4)
Appellees considered the cost of site preparation of the A&A2 location (owned by
83 Properties) to be a capital contribution to LBK; (5) rent to 83 Properties went
unpaid; (6) Appellees required Appellants to sign a three-year lease on the A&A2
location or vacate the property; and (7) Appellees blocked the entrance to A&A2’s
location, thus impeding customer access.
The parties’ pleadings against one another included allegations of fraud,
fraudulent inducement, breach of fiduciary duty, breach of contract, and conspiracy.
The parties also sought to recover their attorney’s fees.
On October 28, 2024, the arbitrator made the following findings and awards:
2
We refer to this second location as A&A2.
4
I.
FACTS
1. Joel Kieffer and his wife have their permanent residence in Sulphur,
Louisiana.
2. They have four sons, Joel (Joey)[,] Bryan, Josh, and Brandon.
3. Joel Kieffer retired from his employment from Tepco Oil Co.
4. He was looking for a small business to purchase and build
something for his sons to own and manage.
5. In 2012, Mr. Kieffer secured an SBA loan and owner financing and
using his $650,000 of his retirement fund, purchased LBK Solid
Rock, LLC (“LBK”) dba A&A Stone (“A&A”) and the lot on
highway 1488 in the Conroe, Texas area.
6. Mr. Kieffer brought on his sons Joshua and Bryan to help run the
company. Brandon helped with the marketing of the business.
7. Mr. Kieffer[’s] original plan was to work about a year and then let
his sons take over the business.
8. Brandon chose to return to school yet was still kept on the payroll.
9. Josh became a part-time employee so he could train to become a
pilot.
10. A&A was profitable for several years with [a] net [] income of
approx. $180,000 in 2017.
11. In 2017, Joe Harper, “Joe” stopped by A&A and made a purchase
of some landscaping material. He liked the customer service and
the layout of the site. Joe, his brother Jon, and Lance Dean owned
Harper Brothers Construction and a landscaping business, Texas
Wall. The group also owned several tracts of land; some in the
Conroe area.
5
12. Joe emailed Joel and stated he was interested in “passive
investments” in businesses and met socially with Joel on a few
occasions and eventually discussed investing in LBK. The parties
also discussed the synergies the investing group could offer LBK
to substantially increase its revenue. Joel stated that Joe promised
as much as $1,000,000 in revenue synergies.
13. On October 5, 2017, Joel sent Joe the 2016 profit and los[s]
statement and “financials” of LBK. Joel also sent Joe a forecast that
2017 would be a better year. The financials also delineated LBK
had a debt of about $1,000,000.
14. The financials also listed costs of contract labor of $70,418 and
payroll expenses of $486,696, resulting in a net income of
$180,313. (Ex 208) However, the balance sheet also listed debt of
approximately $1,000,000. ($190,000 to M.R. Stone, the seller of
LBK, and the balance of an SBA loan of $802,278.)
15. There is a dispute among Joe and Joel as to whether Joe stated,
based on the financials, he wouldn’t invest in LBK or if Joe just
merely expressed some concerns.
16. Regardless, on October 12, 2017, Joel sent Joe exhibit 209 which
has a spreadsheet of financials for January to December, 2016 with
an additional column for “adjustments.”
17. The first adjustment is “contract labor” which[,] in addition to the
actual expense of contract labor, also included the salary for Joel’s
wife, Linda, and son Brandon.
18. The next adjustment was “payroll expenses” of $138,000, which
was comprised of Joel’s salary and “extra staffing.”
19. Joel was confused about the chart allocation of “contract labor and
payroll expenses.”
20. The next expense was “corporate housing” of $22,750, which is
actually the rent for Joel’s townhome.
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21. Further, there was an adjustment of $5,800 for “cable.” Joel was
also confused as to what items were covered under this adjustment.
22. The adjustment of $14,500 was for payment of Joel’s life insurance
policy.
23. These 2016 financials showed an adjusted earning before interest,
taxes, depreciation, and amortization (“EBITDA”) of $691,709.
24. The 2017 financials for A&A Stone also includes a series of
adjustments similar to 2016 financials with an EBITDA of
$589,441.
25. Joel also sent projections to Jon and Lance of the combined
EBITDA of A&A and A&A2 for the first three years of operations
of $618,930, and $1,032,000 respectively, without any amount
allocated for synergies received from Texas Wall.
26. Joel stated that he wanted Joe, Jon, and Lance to invest in LBK
because they had the ability to provide capital investment and
provide certain synergies that would benefit LBK.
27. The purpose of Joel’s projection was to allow Joe, Jon, and Lance
to decide if, and how much, they wished to invest and for what
section of the ownership of LBK.
28. After further discussions[,] the parties entered into an agreement
(Amended Restated Company Agreement) (Ex 225) prepared by
the Cokinos Law Firm. Joe, Jon, and Lance (investment managers)
would pay $1,250,000 for a cumulative 45% interest in LBK and
would become three of the seven managers.
29. Further, the parties executed the Kieffer Ventures Membership
Agreement in which Joe, Jon, and Lance paid $75,000 for 50%
interest in the LBK property on 1488.
30. The managers were not to receive a salary as a manager.
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31. The Amended and Restated Company Agreement (“Agreement”)
(Ex 225)[,] [c]ontained a provision entitled “Special Loans.”
(Paragraph []VIII §8 of the Agreement)
32. Attached to the Agreement was a schedule 8, which delineates the
discretionary expenses incurred by Joel Kieffer.[]
33. Section 8 states, in short, that discretionary expenses incurred by
Joel Kieffer for the categories listed in Schedule 8, shall be secured
by a promissory note from Joel Kieffer to LBK. The promissory
note is interest free if repaid by Joel Kieffer by January 1 of the
year following the date of the Special Loan. The amount of the
Special Loan cannot exceed the cash on hand of the company.
34. Section 8 was inserted into the Agreement because of the concern
Joel Kieffer was “passing through” personal expenses such as rent
for his townhome and salaries to family members not employed by
LBK.[]
35. Joel executed a promissory note for the “special loan” amount for
the year, 2018. He, however did not execute a promissory note for
the year 2019-2023. The amount received under the “special loan
provision” without executing a promissory note became a point of
contention with the investment managers, specifically Joe. Joel
justified his inaction by pointing to the lack of income from the
synergies “promised” by the investment managers.
36. In January, 2019, Joe then questioned some credit card charges in
January, 2019, especially in light of the poor performance of A&A
in 2018.
37. Specifically, Joe was concerned about the charges for trips to,
among other places, the Grand Caymans, and expenses for several
rounds of golf.
38. Joel stated these charges were bonuses, paid by the points earned
from [L]BK credit cards. The cards’ statements also delineated
charges for lunches and dinners as well as other vacations to various
theme parks.
8
39. Joe was forced to make a loan to A&A for $175,000.
40. Joe then addressed the issue of salaries paid to Jeff Sanders[] (the
manager of A&A)[,] Josh, Bryan, Joel, and Linda. Joe noted that
Josh and Bryan were each paid over $100,000 a year, which is an
inordinate amount to pay for the supervision of eleven (11)
employees. The biggest concern for Joe was that Linda, who didn’t
have a defined job at LBK, was receiving a salary, approaching
$200,000 a year.
41. Joel stated this amount included part of his salary but it was paid to
Linda to increase her earnings as a basis of determining social
security benefits at age 65.
42. Joel also raised the issue of the lack of synergy from the investment
managers, specifically on a $300,000 landscaping project in which
A&A was the low bidder but still lost the job.
43. Joel acknowledges that Texas Wall sent “leads” to A&A for bids
of about $1,500,000, but A&A’s largest sale through these leads
was $30,000.
44. However, Joel stated that A&A certainly expected more through
prospects referred by Texas Wall and Dean Builders, but the lack
of profitable synergies “was nobody’s fault.”
45. The parties discussed the expansion to a second A&A site. The
investment managers stated they were in favor of opening A&A2
as long as the investor managers’ “capital commitment” didn’t
exceed $300,000.
46. Joel, after the “buy in” from the investment managers and the
payment of debts, left approximately $278,000 in the company to
be used for expansion for A&A2.
47. Joe offered to lease one of his properties located on Riley Fuzzel
(“RF”) street (off Highway 99 in Montgomery County) as a site for
A&A2. The property was owned by “83 Properties,” one of Joe’s
tracts of land.
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48. In 2017, Joel viewed the RF site, which was in a flood zone and
was raw land.
49. Without a lease in place, LBK approved using the RF site and Joe’s
construction company (Harper Brothers Construction) which built
a road to accommodate large truck traffic and stabilized the soil to
allow truck and pedestrian traffic. Harper Brothers Construction
provided a water well and a septic tank and connected the electricity
to A&A2’s office. Joe set aside two and a half acres for the A&A2
location. Joel moved a trailer onto the property which had a deck
and a front porch. Bins were installed to house the landscaping
product of A&A2. Further, Harper Brothers Construction built a
wall which displayed some of the construction material offered by
A&A. The Kieffers worked tirelessly to attract business to A&A2.
50. By April of 2018, A&A2 was open for business.
51. Harper Brothers Construction invoiced Joel for, among other
things, the porch, the entry signs, the cedar boards, and the sample
well. Joel disputed the invoice but paid $55,711 to Harper Brothers
Construction, which was approved by the LBK board of managers.
The initial rent to be charged by 83 Properties was $4,800 per
month, despite the lack of a written lease agreement.
52. A board meeting was called for May 23, 2018, to discuss, among
other items, an increase in rent for the two and a half acres of land
used by A&A2 at the RF site.
53. Joe proposed an[] increase from $4,800 a month to $6,000 a month;
which was “within a viable range for same and similar property in
the Conroe area.”
54. There was an exchange of emails prior to the meeting in which Joe
admitted that he could have been clearer about his approach to
creating the A&A2 site. Moreover, Joe’s emails indicated the
increase of rent to $6,000 per month was also to help [de]fray the
$384,000, his construction company charged for preparing the
A&A2 site.
10
55. The managers approved the “temporary” rate increase and Joel
stated he entered into the deal with his eyes wide open.
56. The lease amount was noted as temporary until Bryan and Lance
conducted a study on comparable rates for similar property in the
area.
57. Joel didn’t pay the seven months back rent or the $55,711 Harper
Brothers Construction invoice until he received the PPP loan in
2020.
58. Joel issued a budget for A&A2 in 2019 and stated that if RF was
not “$50,000” positive by May, “LBK should shut the door or
relocate.”
59. RF continued to struggle in 2019. A potential buyer of A&A2, Site
One, stated it wanted to wait a couple of years to see how A&A2
matured.
60. In late 2020, Joe complained again about the “green waste” which
is a service A&A2 provides to customers to leave their branches
and other trimmings at the site.
61. Although A&A2 has a removal service in place, Joe states he
believes A&A2 is becoming a dump site.
62. Joe also complained about Jennifer, who was Joel’s manager at the
A&A2’s site. He then requested the financials of LBK as well as
the special loan information for 2018 and 2019.
63. In November 2020, Joe sends a proposed three-year lease
agreement to Joel believing this would prevent the sometimes-
erratic rent payments made by A&A2 to 83 Properties. The lease
agreement essentially made A&A2 liable for any injuries or
damages occurring on the entire 10 acres; including the Harper
businesses housed therein which weren’t paying rent.
64. Joe also sought an update on the financials and the special loans.
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65. Joel had the three-year lease agreement proposed by 83 Properties
reviewed by an attorney who makes wholesale changes to the
proposed lease.
66. Joel returned the lease agreement with the proposed changes to Joe.
67. The parties couldn’t agree on the lease terms and Joe sent an email
to the board of managers of LBK that A&A2 must vacate the RF
site by the end of the year. This provided A&A2 a six-month
window to locate a new location.
68. LBK couldn’t find a comparable place to lease in the surrounding
area for A&A to open a second site.
69. Joel emailed the investment managers that operations at both sites
were improving year over year, and he was unsuccessful in locating
a site suitable for A&A2.
70. Joe responded that if A&A2 was making a profit, then he required
a copy of the W2’s for the employees and the 2020 K1’s for the
Kieffer managers. Also, he inquired when “intangible assets” were
added to the balance sheet.
71. Joel responded that A&A found a site but it couldn’t be ready until
December 31, 2022.
72. Joe responded A&A could either move its inventory at the A&A
site, or keep the inventory at RF and pay a month’s rent.
73. A&A2 didn’t move to a different site and the inventory was moved
to A&A.
74. Joel sent an email to LBK managers stating Joe and Jon insisted
that A&A2 shut down, Joel added the RF site would be “increasing
profitable” and was a “growing location” with a revenue increase
year over year.
12
75. Joe responded that the loss of the RF site was the fault of A&A as
it could have found another comparable site. Further, A&A
shouldn’t have complained so much and paid its rent on time.
76. In February of 2022, LBK Solid Rock and Kieffer Ventures sued
Texas Wall Systems, 83 [P]roperties, Joe and Jon Harper and Lance
Dean. The Respondents filed an answer and a counter claim. The
case was sent to the American Arbitration Association for
resolution.
II.
CLAIMANTS’ CAUSE OF ACTIONS
LBK is alleging that Joe Harper made three statements to induce Joel
into entering into a “partnership.” a) Investing managers would provide
a “capital” infusion which would allow A&A to expand; b) The
investing managers had land for expanding; and c) That the synergies
between the investment managers and LBK would increase the A&A
revenue by $500,000 - $1,000,000 per year.
Joel alleges that the investing managers improperly evicted A&A2
from the RF site and breached their fiduciary duties to LBK.
A. CAPITAL INFUSION
Joel’s testimony focuses on the “capital commitment[]” made by Joe
who promised to make a capital contribution for the development of the
RF site or “any other site Joel selected.”
Joe testified he spent over $374,000 developing the 10 acres at RF for
A&A2.
Joe then asked Joel to reimburse him $55,711 for specific work
performed by Harper Brothers Construction Company. Joel eventually
paid Joe the $55,711 for the “extra expense.”
Joe then increased the rent A&A would pay on the RF site. This
increase was, theoretically, to bring the rent to a “viable” amount.
13
Joe acknowledged that the increase in rent was also to help [de]fray the
construction costs incurred by Harper Brothers Construction.
In a unanimous vote, the managers of LBK approved the increase of
rent to 83 [P]roperties of $6,000 a month.
Capital contributions can be cash, property, or services. (See TLLCA
§5.02)
The services provided by Joe, through his construction company, was
valued at approximately $374,000.
However, the $374,000 contribution was for the improvement of land
owned by 83 Properties; which is owned by the investing managers.
Regardless, the entire contribution was meant to the benefit LBK.
When A&A2 left the RF site, the Respondents utilized the 83 property
for the benefit of their companies. This included a portion of the two
and a half acres improved specifically for A&A2.
If Joe would have provided a capital contribution of $300,000 cash, the
RF location would have still required significant improvements to make
it an accessible and viable site. There wasn’t any evidence offered that
A&A2 would have been profitable if the contribution was paid in cash
as opposed to services.
B. Synergies
Claimants’ contend that Respondents’ fraudulently induced them into
entering into “partnership” by promising $500,000 - $1,000,000 of
sales through the synergies by reason of the investing managers
businesses. The Harper Brothers Construction Company’s business was
construction projects for the government.
Claimants’ frustrations began when their bid for the landscaping
services on [] Respondents’ projects was rejected even though they
were the low bidder.
14
The Claimants’ testified that their largest sale through Respondents[’]
“leads” was $30,000. Claimants also sought “captured sales” from
Respondents’, that is, Respondents should have chosen A&A for its
landscaping projects or told A&A to match or beat the lowest bidder’s
price and then be selected as the landscaping sub-contractor.
The actions of the landlord (Joe, John, and Lance) was not in the best
interest of LBK; to whom it owed a fiduciary duty. Although
Respondents’ may have worn their landlord hat, they never removed
their manager’s hat.
Claimants testified about a litany of actions committed by the
Respondents were labeled breaches of a fiduciary duty (having rent to
$6,000 per month to help pay for the site preparation which was
unanimously approved by the board managers, blocking traffic; denied
customer parking.)
The Respondents invested $374,000 to improve the A&A site, which
they own.
Their capital commitment was to LBK. Once A&A2 left the site, the
improvements would solely [be] to the benefit of Respondents, who
then occupied the site. LBK lost any benefit it was to receive from the
capital contribution made by Respondents.
Joe responded that A&A was sent numerous leads but A&A either
failed to follow through with the bidding process or A&A prices were
too high.
Confusingly, Bryan Kieffer was asked by Texas Wall, to work with
Katrina, their sales person and pass on any bid opportunities to Katrina
so Texas Wall could also bid the job.
The investment managers testified about numerous leads for bids they
sent to LBK; which either didn’t submit a bid or its bids were rejected.
Regardless, A&A did not realize a significant increase in revenue from
its synergistic relationship with Texas Wall. Because both sides agreed
several opportunities were sent by Respondents to Claimants, there
wasn’t a fraud in the inducement.
15
Further, Joel concluded it really “wasn’t anyone’s fault.” That being
said, the facts don’t indicate the parties’ discussion of synergies rise to
the level of fraudulent inducement.
C. LBK’s CLAIM FOR BREACH OF FIDUCARY DUTY
Although the Texas Business Organization Code (“BOC”) does not
define o[r] expressly impose fiduciary duties on managers or members,
Texas law has found such duties to exist.
Because BOC recognizes managers are agents of the company, (See
§161.254) the Courts have used agency law to define the duties of a
manager managed LLC. Agency law holds agents acting on behalf of
the company owe the LLC a duty of care. Further, a manager in a
manager managed LLC owes the LLC a duty of loyalty.
In CyberX Grp., LLC v. Pearson, 2021 WL 1966813 (N.D. Tex. 2021)
the court, applying agency law, stated that if corporate officers owed
fiduciary duties to the corporation, then managers would owe fiduciary
duties to the LLC. In Katz v. Intel Pharma, LLC, 20[]20 WL 3871493
(S.D. 2020) the court concluded managing members owed the LLC
fiduciary duties. These duties include the duty of obedience, duty of
loyalt[y], and duty of care to the LLC. Furthermore, BOC §3.102 and
3.105, states that the information supplied to the LLC by the manager
should be accurate because managers owe a duty of ca[re] in their
decision making.
Texas law is split as to whether a manager owes his fellow managers
fiduciary duty, Villareal v. Saenz, 2021 WL 1558009 (W.D. Tex. 2022).
However, some courts have held that a manager may owe his fellow
manager an informed duty of trust and confidence. (See Allen v. Devon
Energy Holdings, LLC, 367 S.W.3d 355 (Tex. App.—Houston [14
[D]ist.]) Regardless, Texas law is clear that managers owe a fiduciary
duty to the LLC. (See BOC §101.401 and Katz supra).
The Amended and Restated Company Agreement fails to expand a limit
of the duties owed by a manager to a manager or the duties owed the
LLC by the managers.
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Joe, on the behalf of the minority owners, promised a capital
contribution not to exceed $300,000 to develop the site for A&A2.
Joe testifies the “investing managers” spent $374,000 developing the
RF site.
The promise of the contribution by then investing managers complied
with Texas Limited Liability Company Act (“TLLCA”) §5.01 in that it
was in the form of cash, promissory note, or services. The capital
contribution was made to the LLC, not the managers or their respective
company. The contribution was not a breach of fiduciary duty the
minority managers owed to LBK. The contribution was in the form of
services for the benefit of the LLC. However, 83 Property’s ultimately
profited by the contribution. The Harper Brother’s entities moved on
the renovated site after A&A2’s inventory was removed.
Dr. Moll, who is very knowledgeable in this area, opined that the
investing managers can remove their “manager’s hat” and replace it
with their “landlord hat” and hence, deal with A&A2 (LBK) at an arm’s
length. Claimants’ cite several cases which state that a “fiduciary duty”
cannot be viewed in a vacuum.[]
83 Properties and the Harper Brother’s various entities now occupy a
site paid by a contribution of $374,000 to the LBK Solid Rock, LLC in
the form of services. This was a breach of the investing managers
fiduciary duty to LBK. 83 Properties is liable to the LBK in the amount
of $355,711.[]
Having written and lectured in the area of breach of fiduciary duty, I
cannot understand the “bamboo wall” theory of switching hats.
Whether couched in terms of breach of fiduciary duty or unjust
enrichment. Respondents owe LBK the $355,711.
D. CLAIMANTS’ DAMAGE EXPERT
Claimants’ lost profits expert, Michael Brown, opined that the investing
managers caused that LBK to incur losses of $3,691,598:
a) lost profits of $2,272,674 to LBK, including lost synergies of
$1,030,171;
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b) loss of profits to Joel Kieffer of $273,647;
c) $202,121 for unnecessary health benefits approved by the
board of managers;
d) $21,850 inventory left at the RF site; and
e) $55,711 for additional cost of the site preparation for A&A2.
Mr. Brown bases his loss earnings on an extrapolation of the increase
in revenue year over year for A&A2. However, the revenue at RF
declined year over year. Nevertheless, Mr. Brown opines that RF
revenue would increase once a new site for RF is established in 2024
and continue through 2029.
Mr. Brown admits that predicting loss profits is always speculative.
However, predicting loss profits for a company that has a history of
profits is based in peer reviewed accounting. But predicting lost profits
for a company that never realized a net profit prior to closing is
speculation; especially for regarding a nonexistent site for years 2024-
2029. Undoubtedly, the closing of A&A2 injured LBK.
Mr. Brown’s calculations do not meet the reasonable certainty standard
established by law. There were no objective facts, figures, or data to
indicate that A&A2 would ever be profitable.
Moreover, there was not any evidence of reasonable certainty that the
A&A would have opened at a different location for the years 2023-
2026. Mr. Brown’s opinions are too speculative.
Finally, LBK failed to mitigate its damages by reopening at a different
location. There must be evidence that some profits would have occurred
in the future.
Texas Courts do not require an exact calculation of lost profits, the
evidence presented must show objective facts, figures, or data that
support the damages amount. Pura-Flow v[.] Clanton, 635 S.W.3d
(Tex. 2021)
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III.
THE RESPONDENTS’ COUNTERCLAIMS AND THIRD-PARTY
ACTION
A. RESPONDENTS’ CLAIMS OF BREACH OF FIDUCIARY
DUTY BY THE CLAIMANTS
THE LBK EBITDA
Prior to the investment from Respondents, Joel was categorizing some
of his personal expenses as business expenses.[]
These “pass through” items were included in the initial financials Joel
provided to Joe in 2017.
Joe responded that the return was too low to warrant a sizeable
investment.
Joel then proposes new financials which become the pass-through items
in a different column titled “Adjustments.”
Ex 209 indicated an EBITDA of $691,709 for 2017 if the adjustments
are removed from the spreadsheet.
The investment managers reviewed the new EBITDA calculations and
believe the adjustments would be removed as expenses of LBK.
Based on the projected EBIT[D]A’s of LBK in Ex 209 for the years
2017-2019, the Respondents invested $1,250,000 in return for a 45%
ownership of LBK.
B. WASTE OF ASSETS
Respondents’ allege that Joel Kieffer, sons Joey, Bryan, and Josh,
routinely received raises without the approval of the managers.
Each of the sons were paid approximately $140,000 a year. The site
foreman was paid $145,000 a year.
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Joel’s salary is difficult to determine as the proceeds were extracted
from “pass through” accounts such as contacts[,] labor and extra
staffing.
The salary paid to Joel’s wife Linda, is also confusing in that Joel
testified Linda’s salary may have included part of his salary.
Regardless, the forensic accounting by Respondents’ expert
“Capstone” reported Linda’s salary from 2018-2021 to be $709,000.
Further, the report also found that the Kieffer family was paid
$1,858,085 between 2018 and 2021.
The confusion of whether Linda’s salary included Joel’s salary between
2018-2021 is a system of a larger problem: the Kieffers breached the
fiduciary duty they owed LBK and its managers to deal with LBK, in
good faith, openly and honestly, and the utmost fairness and candor.
C. THE SALARIES OF THE MAJORITY MANAGERS
Joel’s salary:
a) Joel testified he is somewhat confused about the amount of, and
source of his salary;
b) He may certainly split his salary with his wife, Linda, to boost her
social security earnings. However, Linda is not an employee of LBK
and is not entitled to a salary independent of sharing Joel’s salary as
community property; and
c) As a manager of LBK, he has a duty to keep all the managing
managers informed of the expenditures of LBK.
Respondents allege that the Kieffers[] received salaries totaling
$1,858,085 in total wages from 2018-2021.
These salaries are in addition to the salary of Jess Sanders, who is the
yard foremen at A&A.
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What isn’t clear is the exact amount of salary paid to Joel and Linda. In
the hearing, Joel testified his salary was probably part of “contract
labor” and that could include Linda’s salary.
Joel owed LBK the duty to be transparent about the exact amount of his
salary and whether his wife was receiving a salary independent of his
salary.
This lack of candor and utmost fair dealing with LBK are breaches of
fiduciary duty.
Compton stated that Linda Kieffer received $609,000 in salary in the
years preceding 2022.
D. SPECIAL LOANS
The Amended Restated Company Agreement was drafted by a member
of the Cokinos firm with input from the Claimants and the Respondents.
The purpose of (Ex 225; Article 8, §8) “Special Loans” was to allow
Joel Kieffer to make some discretionary purchases secured by a
promissory note. The areas of discretionary spending are: extra staffing,
corporate housing, and contract labor.
Regardless, the purpose of the provision was to ensure that Joel could
not “pass through” personal expenses without being secured by a
promissory note.
No one asked any of the Kieffers to work for free. Rather the intent was
to have a clear delineation of the salary of each member of LBK, rather
than continuing with comingling salaries under the vaguely phrased
accounting terms. The “special loans” were to be secured by a
promissory note from Joel Kieffer. Mr. Kieffer failed to execute a
promissory note after the first year.
E. THE LBK CREDIT CARDS
LBK issued credit cards to several of its employees including the
Kieffers and selected personnel.
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The credit cards were used to purchase all A&A inventory
accumulating millions of points which could be used as capital.
The credit cards were also used to buy food for the card holder.
The points were used as bonuses for the Kieffer family vacations and
golf outings.
The points accrued through the credit card purchases are the property
of LBK. Therefore, the monetary equivalent of the trips bought with
points is due and owing to LBK by the Kieffers.
F. SHAREHOLDER OPPRESSION
The Texas Supreme Court stated that corporate officers and directors
owe their fiduciary duties to the corporations, not the individual
shareholders. Ritchie v. Rupe, 443 S.W.3d 856 (Tex. 2014). The
definition of oppression is now defined as the abuse of authority by
management with the [] intent to harm an owner in disregard of
management’s honest businesses judgment and declined to recognize a
common law action for oppression.
The remedy of breach of fiduciary duty is not available to minority
shareholders.
G. CONSPIRACY
Respondents’ cause of action for conspiracy is an element of
shareholder oppression and is not available to the Respondents under
this fact pattern.
DAMAGES AS THE RESULT OF CLAIMANTS’ BREACH OF
FIDUCIARY DUTIES
The Capstone Report concluded that Linda Kieffer received salaries of
$709,092 between 2018-2021. The report also indicated that Joel
Kieffer paid himself and his wife an annual salary and benefits
exceeding $200,000. This implies that Joel Kieffer was receiving a
portion of the $709,802 funneled to Linda. The Kieffers shall pay the
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Respondents breach of fiduciary duties damages in the amount of
$500,000.
H. BREACH OF CONTRACT
Respondents’ claims for breach of contract enumerate several Articles
of the Company Agreement in which the majority of managers failed
to comply. The list of breaches relate to the failure to conduct manager
meetings in which:
a) the salaries of the Kieffers were discussed;
b) the failure to produce quarterly and annual financial reports;
c) maintain accurate records subject to review by the investing
managers; and
d) obtain manager approval for capital contributions.
Article IV, Section 5 states that Special meetings may be called by any
manager.
Respondents’ claims for breach of contract are essentially a restatement
of its claims for breach of fiduciary duty. That is, the Kieffers failed to
engage in perfect candor and open and honest delineation of their
salaries; specifically, that of Linda and Joe.
AWARD
THE UNDERSIGNED ARBITRATOR, having been designated in
accordance with the arbitration agreement entered into between the
above-named parties and dated January 1, 2018, and having been duly
sworn, and having duly heard the proofs and allegations of the Parties,
hereby AWARD as follows:
Claimants shall have and recover from Respondent actual damages of
$355,711 and attorney’s fees of $490,887.50 and expenses of
$76,367.53 on or before February 1, 2025. If the Claimants’ damages,
attorney’s fees, and expenses are not paid by February 1, 2025, the
entire amount shall accrue interest of 8% until paid.
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Respondents shall have and recover from Claimants pursuant to their
counter-claim, actual damages of $500,000 recoverable attorneys’ fees
and litigation expenses of $1,294,161.74 to be paid on or before
February 1, 2025. If said amounts are not paid on or before February 1,
2025, the said amounts shall accrue interest at the rate of 8% per annum
until paid.
AAA and arbitrator cost assessment
The administrative fees and expenses of the American Arbitration
Association totaling $32,350.00 shall be borne by Respondent, and the
compensation and expenses of the arbitrator totaling $59,675.0