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 U.S. 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 standards-aligned workpapers and explain limitations transparently.
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.
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.
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.