Our Client Solutions

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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