Solutions for Lawyers

We are pleased to act as either in the capacity of an independent financial expert or a consulting financial expert, depending upon our clients’ needs.

Solutions for Corporate, Tax, Trust and Estate Lawyers

• Valuations for tax purposes, including corporate reorganizations and succession planning
• Valuations for shareholder buyouts and disputes

Solutions for Commercial Litigators

• Valuations for shareholder buyouts and disputes
• Damage quantification analysis
• Additional support for commercial litigation including:
• Preparation for discoveries
• Financial document review
• Economic/industry research
• Financial statement analysis
• Critiques of other experts’ reports

Solutions for Family Lawyers

• Valuations of privately held business interests
• Net family property analysis
• Calculation of income for support purposes in accordance with the Federal Child Support Guidelines
• Additional support for matrimonial dispute proceedings including:
• Review of financial disclosures
• Preparation for discoveries
• Economic/industry research
• Financial statement analysis
• Critiques of other experts’ reports

Solutions for Accountants & CFOs

• Valuations for tax purposes, including tax disputes
• Valuations for shareholder buyouts
• Fair value measurements, including purchase price allocations/intangible asset valuations, goodwill impairment analysis, and financial instruments
• Succession/exit planning assistance

Solutions for Business Owners

• Valuation analysis for strategic planning
• Cash flow forecasting
• Transaction advisory
• Value enhancement/benchmarking analysis
• Contact us for more information