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Opinions built to survive discovery and the record

Business Valuation Expert Witness prepares independent analyses for divorce, shareholder disputes, estate tax, and economic damages.

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  • Independent opinions for counsel
  • Documented methods and exhibits
  • Reports prepared for discovery and trial
  • Clear limits when the record is incomplete

Who retains this firm

Counsel, owners and advisers who need a valuation that will be tested.

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  1. 1

    Attorneys

    Expert reports and testimony prepared to withstand cross-examination and Daubert or Frye scrutiny.

    Expert witness testimony
  2. 2

    Business owners

    Enterprise and equity value for succession, buy-sell disputes, and internal restructurings.

    Fair market value
  3. 3

    CPAs and advisors

    Independent valuation support when the assignment sits outside ordinary attest or tax work.

    Consulting expert advisory

Litigation-grade opinions, not spreadsheet shortcuts

Counsel engage us when the valuation will be tested in discovery, at deposition, or on the record. We document method selection, reconcile indications of value, and state what the evidence does not support.

  • 1Workpapers that document method selection and source data
  • 2Expert reports and testimony prepared for discovery and trial
  • 3Rebuttal and critique of opposing valuation experts
  • 4Clear limitation language when discovery is incomplete
Read frequently asked questions
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Need a defensible opinion?

Confidential intake for litigation, tax, and transaction valuation.

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Exhibit · FAQ

Frequently asked questions

How do you start a valuation engagement?

After a conflict check and an initial records review, we provide a phased plan with milestones for document requests, interviews, draft analyses, and report delivery. Scope and timing depend on discovery access and complexity.

What does a litigation-ready valuation report include?

A clear statement of scope, standard of value, and premise; documented normalization; method selection with reconciliation; exhibits supporting cash flows, comparables, or asset adjustments; and sensitivity or scenario analysis where appropriate.

Do you serve federal and state courts across the United States?

Yes. We support counsel in federal district courts, bankruptcy courts, U.S. Tax Court matters, and state trial and appellate courts nationwide. Engagement logistics are tailored to the forum, discovery schedule, and local rules.

How quickly can you begin a valuation for an active dispute?

Start dates depend on discovery access, scope, and complexity. After a conflict check and an initial records review, we provide a phased plan with milestones for document requests, management interviews, draft analyses, and expert report delivery.

Full FAQ

Business Valuation Expert Witness