CWS v. Montgomery

2025 UT App 183
CourtCourt of Appeals of Utah
DecidedDecember 11, 2025
DocketCase No. 20231083-CA
StatusPublished

This text of 2025 UT App 183 (CWS v. Montgomery) is published on Counsel Stack Legal Research, covering Court of Appeals of Utah primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
CWS v. Montgomery, 2025 UT App 183 (Utah Ct. App. 2025).

Opinion

2025 UT App 183

THE UTAH COURT OF APPEALS

CWS, LLC, Appellant and Cross-appellee, v. SCOTT MONTGOMERY, Appellee and Cross-appellant.

Opinion No. 20231083-CA Filed December 11, 2025

Third District Court, Salt Lake Department The Honorable Robert P. Faust No. 200903219

Justin T. Toth, Beth J. Ranschau, and Whitney Hulet Krogue, Attorneys for Appellant and Cross-appellee Erik A. Olson, Christopher D. Ballard, and Anikka Hoidal, Attorneys for Appellee and Cross-appellant

JUDGE GREGORY K. ORME authored this Opinion, in which JUDGES MICHELE M. CHRISTIANSEN FORSTER and DAVID N. MORTENSEN concurred.

ORME, Judge:

¶1 During Scott Montgomery’s tenure as manager of CWS, LLC—a commercial and residential window distributor—he deferred his compensation and created a competing business. After his management was called into question, Montgomery was removed. CWS sued Montgomery, claiming he breached CWS’s Operating Agreement by participating in the competing business. Montgomery counterclaimed for his deferred compensation. The trial court granted partial summary judgment in Montgomery’s favor on his counterclaim. After a trial on CWS’s claims, the jury found Montgomery had breached CWS’s Operating Agreement through the competing business. Both parties were awarded CWS v. Montgomery

damages and prejudgment interest. And the trial court awarded CWS attorney fees, concluding it was the prevailing party.

¶2 On appeal, CWS raises several issues with the trial court’s grant of summary judgment to Montgomery. Montgomery cross-appeals, arguing CWS was entitled to neither prejudgment interest on its damages nor attorney fees. We conclude that summary judgment in Montgomery’s favor was appropriate and affirm. And we conclude the prejudgment interest award was appropriate on one portion of CWS’s damages but not the other. Accordingly, we remand this matter for determination of an appropriate prejudgment interest award. Finally, we reverse and remand for the trial court to reassess attorney fees.

BACKGROUND

¶3 Montgomery and David Robison formed CWS in August 2006. CWS’s Operating Agreement, which was signed in March 2007, stated that the purpose of CWS is “to engage in the retail sales and service of residential and commercial windows, doors, and other related products as a manufacturer’s dealer and/or distributor representing multiple manufacturers.” The Operating Agreement appointed Montgomery as the “initial Manager” of CWS. In that capacity, section 5.9(a) required Montgomery to “cause [CWS] to,” among other things, “[p]ay its own liabilities, indebtedness and obligations out of its own assets as the same shall become due” and “[p]ay the salaries of its own employees.” Section 5.1(a) granted Montgomery, as Manager, “the right to take any and all such actions on behalf of” CWS as he, in his “sole discretion,” deemed “necessary, desirable or advisable in respect of the operation of the Company . . . including, without limitation, any other actions not inconsistent with the character of the Business (interpreted in the broadest manner).” And under section 5.2, Montgomery had “the exclusive and complete power, authority and discretion to manage, control and make all decisions regarding the Business.” Despite this broad power,

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section 5.1(b) required “the approval of Members owning more than fifty percent (50%) of the total Membership Percentages” before the Manager could, among other things, change the company purpose, act “in contravention of” the Operating Agreement, or change “the terms of employment or compensation of any Manager or Member.”

¶4 Exhibit B of the Operating Agreement stated that as Manager, Montgomery would receive a salary of $150,000 per year and a “bonus equal to one and one half percent (1.5%)” of gross revenue exceeding $10 million. The terms dictated that the salary “shall be paid to the Manager through [CWS’s] regular payroll, with the annual amount divided into equal payments according to the number of payroll periods.” The bonus was to be “computed and paid to the Manager each quarter of each fiscal year,” with the exception of the fourth quarter bonus, which was to be “re-calculated for the entire fiscal year” and “paid based on this recalculation.”

¶5 Section 1.10(b) of the Operating Agreement prohibited members and the Manager from participating in “Competing Activities,” defined in Article II of the Operating Agreement as “participation of any kind in the ownership or operation of a business (other than as operated by [CWS]) in the Territory which is engaged, directly or indirectly, in whole or in substantial part in the Company Purposes.” And section 5.6 of the Operating Agreement provided that CWS’s remedy for a member’s or the Manager’s engagement in “Competing Activities” was “the right in, or to, such other ventures or activities and to the income and proceeds derived from any such violative actions.”

¶6 When Montgomery and Robison formed CWS, they each owned a 50% membership interest. But in 2012, they each surrendered 5% of their interest to Lou Swaringen, leaving Montgomery and Robison with 45% each and Swaringen with a 10% membership interest in CWS.

20231083-CA 3 2025 UT App 183 CWS v. Montgomery

¶7 Montgomery was Manager of CWS from 2007 to 2019. He later claimed that beginning in 2007, he made periodic decisions to “defer” his salary and bonus compensation “so as to increase the available cash flow of CWS for the benefit of its members, and otherwise in furtherance of the purposes of the company.” In 2014, however, Montgomery set about doing something much less beneficial to CWS: he formed Capitol Commercial Glazing (Capitol), a business that manufactured and installed storefront windows. CWS apparently treated Capitol as one of the window manufacturers it contracted with, displaying Capitol’s products in its showroom. Capitol used CWS assets and employees in its operations. And Swaringen later stated that he believed Capitol was part of CWS.

¶8 Robison eventually became concerned about Montgomery’s management of CWS. And after Robison discovered Montgomery’s involvement in various other personal and commercial entities, including Capitol, Robison and Swaringen removed Montgomery as Manager in 2019. CWS then made demands for payment from Montgomery on various losses he had caused the business, which the parties later referred to as “line-item damages.” 1 Montgomery tendered payment for these line-item damages, later stating that the tender was made “[i]n full settlement of the dispute[s]” “but without admitting any personal responsibility” or “admitting any liability.” CWS refused to accept this tender, apparently claiming Montgomery owed more than he was offering.

1. These “line-item damages” included a loan Montgomery purportedly made from CWS to another entity he controlled during his time as Manager, payments CWS made on machinery purchased by another entity Montgomery was involved with, CWS’s allegedly improper hiring of Montgomery’s family member, and a dispute over several vehicles.

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¶9 CWS filed suit against Montgomery in May 2020, alleging several claims, including breach of contract for creating Capitol— a “Competing Activity” as defined in the Operating Agreement. Montgomery counterclaimed, arguing CWS had breached the Operating Agreement in failing to pay him about $1.8 million in “deferred” salary and bonuses after he was removed as Manager of CWS.

¶10 Montgomery moved for partial summary judgment on several of CWS’s claims and his breach of contract counterclaim.

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2025 UT App 183, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cws-v-montgomery-utahctapp-2025.