The definition of value applied in an engagement (e.g., fair market value, fair value, strategic value), controlling assumptions and method selection.
DLOM
Discount for lack of marketability: an adjustment reflecting reduced liquidity of a private interest, supported with empirical and company-specific analysis.
Normalization adjustments
Adjustments to historical financials to remove non-recurring, non-operating, or discretionary items and present sustainable economic earnings.
Exhibit · FAQ
Frequently asked questions
How do you start a valuation engagement?expand_more
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?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.
Do you serve federal and state courts across the United States?expand_more
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?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.