Frequently asked questions
Straight answers on how we work with counsel and fiduciaries in contested valuation matters.
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.
Do you provide rebuttal or critique of another expert's report?
Yes. When engaged, we analyze opposing experts' methods, assumptions, and math, mapping issues to professional standards and the facts of record. We can support counsel with focused critiques or full alternative analyses.
Can you assist with Daubert or Frye challenges?
Yes. We help counsel map an expert's qualifications, reliability factors, and fit to the applicable standard, and we can prepare focused critiques tied to professional standards and the record.
How do you handle discovery limitations?
We document what was available, what was requested, and how gaps affect conclusions. When necessary, we provide ranges, conditional opinions, or explicit limitations rather than unsupported point estimates.
What information do you typically need to begin?
Financial statements, tax returns, cap tables or ownership documents, forecast materials (if any), prior valuation reports, and the legal framing (standard of value, date, entity vs. equity). We tailor a targeted request list after scoping.
Ready to discuss your matter? Request a consultation.