Method selection is a reasoned process, not a default template. The pages below summarize how each approach is applied, how courts tend to scrutinize assumptions, and how we document conclusions consistent with ASA, NACVA, and AICPA guidance where applicable.
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.