Services

Business Valuations

Business valuation reports for estate and gift tax purposes in accordance with IRS standards and valuation opinions for expert witness testimony in trial.

Forensic Accounting

Utilizing accounting, auditing, and investigative skills to conduct an examination into the finances of an individual or business for use in legal proceedings.

Economic Damages

Lost profits are equal to lost revenue minus avoided costs. Lost profits can be caused by breach of contract, stolen trade secrets, or a violation of duty.

Lost Wages & Wrongful Death Damages

Calculating lost wages, benefits, social security, or business value as a result of injury or death. Providing expert reports and testimony to summarize lost compensation or lost value to the deceased estate.

Marital Dissolution

Community property tracing. Summarizing historical earnings for spousal support determination. Business valuations for the marital estate.

Shareholder Dispute & Buyout

Quantifying and articulating fiduciary misdeeds and shareholder oppression. Providing business valuations inside or outside the dispute context to assist in the shareholder buyout process.

Valuation Consulting for Transition

Providing consulting for businesses that are exploring sale possibility or succession planning to give an estimate of value and key value drivers for the business.

Data Science & Analytics

Extracting knowledge and insights from structured and unstructured data to provide insightful, reliable, and actionable conclusions.

Insurance Claim Disputes

Assisting insurance companies with claim review and inquiry. Assisting the insured with claim creation through the calculation for lost profits, mitigation costs, and lost business value.

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