Stern v. Farncombe

CourtColorado Court of Appeals
DecidedMarch 6, 2025
Docket24CA0474
StatusUnpublished

This text of Stern v. Farncombe (Stern v. Farncombe) is published on Counsel Stack Legal Research, covering Colorado Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stern v. Farncombe, (Colo. Ct. App. 2025).

Opinion

24CA0474 Stern v Farncombe 03-06-2025

COLORADO COURT OF APPEALS

Court of Appeals No. 24CA0474 Boulder County District Court No. 21CV30913 Honorable Stephen A. Groome, Judge

Daniel B. Stern,

Plaintiff-Appellee,

v.

Matthew W. Farncombe, Aurum LLC, a Colorado limited liability company, and 16518808 LLC, a Colorado limited liability company,

Defendants-Appellants.

JUDGMENT REVERSED AND CASE REMANDED WITH DIRECTIONS

Division IV Opinion by JUDGE GROVE Harris and Pawar, JJ., concur

NOT PUBLISHED PURSUANT TO C.A.R. 35(e) Announced March 6, 2025

Gray Bugos & Schroeder LLC, J. Lee Gray, Littleton, Colorado, for Plaintiff- Appellee

Faegre Drinker Biddle & Reath LLP, Desmonne A. Bennett, Brian J. Paul, Lawrence G. Scarborough, Maria S. Downham, Denver, Colorado, for Defendants-Appellants ¶1 In this dispute over the start-up and operation of a home

technology company, defendants, Matthew W. Farncombe, Aurum

LLC (Aurum), and 16518808 LLC (1651), appeal the district court’s

judgment entered in favor of plaintiff, Daniel B. Stern, after a jury

trial. The district court’s final judgment reduced the damages the

jury awarded to defendants for their breach of contract

counterclaim and ruled in favor of Stern on an equitable claim for

constructive fraud that was not submitted to the jury. We reverse

the judgment and remand the case with directions.

I. Background

¶2 The dispute between Stern and defendants concerns Aurum

LLC, a home technology company that Stern and Farncombe

formed in 2016. In April of that year, 1651 (which, according to

defendants, is “an entity in which Farncombe has an ultimate

ownership stake”) made a capital contribution of $500,000 to

Aurum.

¶3 That same month, Farncombe lent $500,000 to Stern; a

promissory note (the April 2016 note) explained that the loan “will

be repaid in Full on or before 02/24/2021” at which point Stern

“shall be entitled to 50% equity of Aurum LLC . . . per the ‘Aurum

1 Agreement’”. The record does not include a written “Aurum

Agreement.” Nonetheless, according to Stern, the arrangement

described in the April 2016 note reflected his and Farncombe’s

understanding that Stern “would invest his sweat equity to build

revenue for the business” and ensured that Stern would have “skin

in the game.” Specifically, Stern maintains that the “Aurum

Agreement” cited in the April 2016 note referred to “Farncombe[’s]

indicat[ion] that the note would be repaid through company

proceeds” rather than by Stern personally.

¶4 In September 2016, Farncombe (via MWF Investments Corp.,

“another entity Farncombe owns,” according to defendants) lent

$500,000 to Aurum; a second promissory note (the September 2016

note) explained that the loan “will be repaid in full [by Aurum] on or

before 02/24/2021.”

¶5 Stern testified that he initially earned an annual salary of

$300,000 while holding four positions at Aurum: CEO, president,

managing member, and head of sales. The company was not

immediately profitable, however, and in April 2021, Farncombe and

Stern signed a new employment agreement that demoted Stern to

sales manager with a base annual salary of $310,400. Around the

2 same time, the parties also amended the “Aurum LLC Equity

Conversion Agreement” and executed a third promissory note (April

2021 note) that refinanced the $732,099 that Stern owed to

Farncombe (Aurum had made no payments on the April 2016 note)

and secured Stern’s financial obligation under the refinanced

promissory note by a deed of trust on his home.

¶6 Farncombe remained dissatisfied with Stern’s performance,

and in the fall of 2021, he placed Stern on administrative leave

before firing him. That December, Stern commenced this litigation.

¶7 Stern’s amended complaint sought to quiet title to his home

and nullify several agreements between Stern and defendants,

including the April 2016 note. Stern alleged several causes of

action, of which the following are relevant to this appeal: (1) fraud

against defendants; (2) constructive fraud against defendants (an

equitable claim); (3) negligent misrepresentation against

defendants; and (4) breach of fiduciary duty against Farncombe.

Each cause of action centered on Stern’s contention that he was led

to believe that the documents he signed

were necessary for [Stern] to have a one-half ownership interest in [Aurum], that [Stern] would obtain a one-half ownership interest in

3 [Aurum] based on his “sweat equity” instead of financial contribution, and that the $500,000 loan purportedly made on [Stern’s] behalf to [Aurum] would be paid by [Aurum] instead of personally by [Stern].

¶8 Defendants asserted several affirmative defenses and

counterclaims. The affirmative defenses relevant to this appeal

included the following: (1) the absence of any duty owed to Stern;

(2) waiver, estoppel, and ratification; (3) setoff; (4) statute of frauds;

and (5) failure to mitigate damages. The counterclaims relevant to

this appeal were (1) breach of fiduciary duty and (2) breach of

contract.

¶9 After the district court granted summary judgment on several

matters not before us, the case proceeded to trial. As relevant to

this appeal, the jury’s verdict reflected the following:

• Stern did not prevail on his negligent misrepresentation

claim.

• Stern did not prevail on his fraud claim (although the

jury found that Farncombe had committed fraud, it also

found in Farncombe’s favor on his defenses of ratification

and statute of limitations).

4 • Stern prevailed on his breach of fiduciary duty claim,

receiving a damages award of $269,000 (the jury found in

Farncombe’s favor on his defense of failure to mitigate

damages and reduced the damages award accordingly).

• Defendants prevailed on their breach of contract

counterclaim, receiving a damages award of $1.678

million.

• Defendants prevailed on their breach of fiduciary duty

counterclaim, receiving a damages award of $0.

¶ 10 The district court entered judgment reflecting the jury’s

verdict. With Stern’s equitable claim of constructive fraud still

outstanding, the parties filed competing post-trial motions — both

initially styled as C.R.C.P. 59 motions1 — requesting that the

district court rule on that claim in their favor. In his post-trial

motion, Stern requested $7.3 million in damages, $7 million of

which “represent[ed] the value of half of the company that [Stern]

lost due to Farncombe’s misrepresentations,” and $300,000 of

1 Later, Stern filed a motion asking the court to convert his “Rule 59

motion to Amend Judgment filed on December 5, 2023, to a ‘Motion for Entry of Judgment under Rule 58’ on the outstanding constructive fraud claim.”

5 which “represent[ed] six years of a $50,000 per year salary

reduction” that Stern accepted when he departed his previous

position to work for Aurum. In addition, Stern’s post-trial motion

sought to reduce the damages the jury awarded to defendants for

their successful breach of contract counterclaim from $1.678

million to $807,111 (the amount Stern owed on the April 2016

promissory note) because Aurum’s losses for breach of contract

were expressly limited by the parties’ contract “to the amount of

[Stern’s] direct or indirect ownership of Aurum, which is

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