Defensible valuation services

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.

A hand with a pen working through printed financial figures beside a calculator

1Business Valuation for LitigationClosely held business and equity interests valued for trial, mediation, and arbitration with documented methods and exhibits.
2Expert Witness TestimonyCourtroom testimony and deposition support grounded in transparent assumptions and professional standards.
3Rebuttal & Critique ReportsStructured critiques of opposing experts' methods, inputs, and conclusions tied to the record.
4Fair Market Value DeterminationsFMV analyses for tax, transaction, and dispute contexts with clear standard-of-value framing.
5Fair Value OpinionsFair value under relevant accounting or statutory definitions, with reconciliation to guidance.
6Goodwill ValuationPersonal vs. enterprise goodwill analyses and documentation for marital and tax matters.
7Discount Analysis (DLOM / DLOC)Marketability and control discount studies supported by empirical and company-specific evidence.
8Financial Analysis & ModelingForecast models, scenario analysis, and capital structure considerations for complex matters.
9Forensic Analysis of Opposing ValuationsForensic review of opposing reports, workpapers requests, and assumption testing.
10Consulting Expert AdvisoryConsulting expert and advisory engagements where testimony is not required.

Unsure which service fits your case?

Every matter requires a nuanced approach. Start with a confidential consultation so we can map scope, records, and forum expectations.

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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.