Forensic, Advisory & Valuation

The consulting team includes many experienced testifying experts with a diverse set of disciplines and backgrounds.

We offer an independent range of investigative and dispute services and provide analysis of complex issues for use in legal and regulatory proceedings and international arbitration.

The team has testified in federal and state courts as well as in domestic and international arbitrations, and been court appointed in matters.

How do you get the best for your clients?

Your clients are seeking top quality, efficient strategies to manage increasing litigation. You want experts who can help you assess cases early and provide efficient, effective, hands-on service.

Our partner-led engagement teams deliver objective, independent solutions that are custom fit for each case.

We focus on your clients’ matters from the beginning, collaborating internally to leverage years of professional experience in public accounting, forensic accounting, economic damages, business valuation and fraud examination.

Plug into broad expertise about your clients’ businesses.

Half a century of experience serving thousands of clients in practically every industry makes our firm’s professional staff a deep resource of information for you and your clients.

Law firms and corporations come to us when they need solutions to complex problems. Whether it’s turning data dumps into manageable relational databases, tracing funds across borders or creating easy-to-understand exhibits, we can help you leverage technology to drive case strategy and get the right results for clients.

We can also assist with preparing insurance claims in alignment with your client’s policies and their unique needs.

Fraud can strike any organization. How can you help your clients strike back?

Our professionals have decades of experience dealing with financial investigations, corruption allegations, and other fraud schemes.

Many of our professionals have spent decades conducting large-scale investigations across many industries including real estate, retail markets, healthcare, and financial services.

You need a qualified team that understands how to identify financial statement fraud, such as improper capitalization of expenses or improper utilization of reserves. We can also assist with investigating asset misappropriation like skimming, embezzlement, third party fraud, as well as corruption, bribery and money laundering.

Need a Family Law Expert?

Family lawyers know that every matter requires special attention. Clients’ relationships are different, their motivations are different, and their finances can be dramatically different.

That’s why you need hands-on financial experts with the experience and reputation to navigate each client’s situation, not just routine analysis and standard reports.

For divorce, prenuptial, postnuptial or other family law matters, attorneys count on our professionals.

We have extensive experience in all aspects of the divorce process including discovery, mediations and trial.

We have served as court appointed experts, and provided expert testimony in Federal and State courts, as well as having an integral role at mediation when necessary.

Services include:

• Preparation of financial affidavits
• Equitable distribution analysis
• Income determination
• Alimony and child support calculations
• Lifestyle analysis
• Identification of the assets and liabilities of the parties and perform valuations if required
• Assistance with requests for production, mandatory disclosure and interrogatories
• Assistance with depositions of the parties involved and their financial experts
• Asset tracing and comingling analysis
• Dissipation analysis and calculations

Valuation matters – for financial reporting, litigation, tax planning and reporting, and transactions.

What is the value of a privately held business or business interest? What about an intangible asset? Or a specific financial instrument like an option, warrant, convertible debt, preferred stock, or other complex security?

Our valuation professionals have the highest and most respected valuation credentials in the industry including:

• Accredited in Business Valuations (ABV)
• Accredited Senior Appraisers (ASA)
• Certified Valuation Analysts (CVA)

Our valuations comply with the applicable standards of the American Institute of Certified Public Accountants, the Appraised Foundation, and the American Society of Appraisers.

We work with attorneys, auditors, financial institutions and business owners and their management teams assisting them with valuation matters involving:

• Bankruptcy
• Buy-sell agreements
• Commercial litigation
• Estate tax planning
• Goodwill impairment (ASC 350)
• Income tax planning and reporting
• Marital dissolution
• Purchase price allocation (ASC 805)
• Purchase/sale of businesses or business interests
• Shareholder agreements & disputes
• Stock options issued as compensation (ASC 718/505-50 & IRC 409A)