Business Valuation for Litigation
Closely held business and equity interests valued for trial, mediation, and arbitration with documented methods and exhibits.
We deliver litigation-grade opinions and supporting analyses for counsel, fiduciaries, and regulators. Every engagement is scoped to the standard of value, the record, and the forum, without fabricated statistics or generic templates masquerading as analysis.
Closely held business and equity interests valued for trial, mediation, and arbitration with documented methods and exhibits.
Courtroom testimony and deposition support grounded in transparent assumptions and professional standards.
Structured critiques of opposing experts’ methods, inputs, and conclusions tied to the record.
FMV analyses for tax, transaction, and dispute contexts with clear standard-of-value framing.
Fair value under relevant accounting or statutory definitions, with reconciliation to guidance.
Personal vs. enterprise goodwill analyses and documentation for marital and tax matters.
Marketability and control discount studies supported by empirical and company-specific evidence.
Forecast models, scenario analysis, and capital structure considerations for complex matters.
Forensic review of opposing reports, workpapers requests, and assumption testing.
Consulting expert and advisory engagements where testimony is not required.
Every matter requires a nuanced approach. Start with a confidential consultation so we can map scope, records, and forum expectations.
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.
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.
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.
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.