Services
Business Valuations
Business valuation reports and valuation opinions for expert witness testimony in trial or for estate and gift tax purposes in accordance with IRS standards.
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.
Property Tracing - Separate vs. Community
Clear, cogent, and convincing tracing of separate and community property through real estate transactions, bank accounts, brokerage accounts, and retirement accounts.
Marital Dissolution
Income analysis for spousal support determination, business valuations for the marital estate, and separate property tracing.
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.
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Bank Statement Analysis
Providing review and summarization of thousands of bank account transactions to trace funds and summarize activity.
Litigation Support
Assisting attorneys and their clients understand the financial aspects of their dispute.
Insurance Claim Disputes
Assisting insurance companies or the insured with claim through the calculation for lost profits, mitigation costs, and lost business value.