Straight answers on how we work with counsel and fiduciaries in contested valuation matters.
What does a litigation-ready valuation include?expand_more
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.
How do you handle discovery limitations?expand_more
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.
Can you assist with Daubert or Frye challenges?expand_more
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.
Frequently asked questions
What credentials should a litigation business valuation expert hold?expand_more
For court work, look for ASA, CVA, and/or ABV credentials, relevant case experience, and a documented file that shows method selection, data sources, and reconciliation. We maintain ASA-aligned workpaper practices and explain limitations transparently.
How quickly can you begin a valuation for an active dispute?expand_more
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?expand_more
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.
What information do you typically need to begin?expand_more
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.