We work with our clients to identify the best way to assist them taking into account timing and fee sensitivities. Our team’s strong analytical and interpersonal skills combined with our diverse expertise in many industries and context allows us to play many roles. We have been hired as independent business valuators in both sole engagements and joint engagements and collaborative law matters. We also have experience as mediators.

In addition, we have been retained as financial consultants in advisory roles to provide assistance with strategic business decisions, including acquisitions, assisting in the development of shareholder agreements, employee stock ownership plans, and similar engagements.

Business Valuations

As business valuators we provide business valuations
in the following contexts:

  • Income tax, estate and succession planning
  • Corporate reorganizations
  • Purchase and sale of businesses
  • Assessing strategic and financial alternatives (i.e. sell a division, discontinue a product line, etc.)
  • Shareholder agreements (i.e. value on exit, buy-in value, etc.)
  • Partner and shareholder disputes over value
  • Shareholder buyouts
  • Related party transactions and fairness opinions
  • Family law matters
  • Litigation support
  • Expropriation
  • Insurance claim purposes (personal injury damages)
  • Breach of contract and license disputes
  • Breach of purchase and sale agreements
  • Goodwill impairment testing
  • Minority oppression and fair value determinations
  • Employee stock ownership plans

Litigation Support

As litigation consultants we provide critical information to lawyers that assists them in resolving their clients disputes.

As litigation consultants the services we provide include:

  • Identifying key issues: sounding board for lawyers
  • Clarification of financial issues
  • Assessment of economic damages
  • Assessment of lost profits
  • Fraud investigations
  • Business valuations
  • Pre-trial preparation
  • Limited critique of other experts report
  • Critique of other experts report
  • Second opinions
  • Assistance in developing examination and/or cross-examination questions for discoveries, or trials related to financial matters
  • Expert witness testimony regarding financial and other matters

Financial Consulting

As financial consultants the services we provide include:

  • Financial analysis and interpretation of accounting issues
  • Management of financial data and information
  • Financial due diligence
  • Forensic accounting

Mediation of financial and related matters

We have extensive experience in mediating financial and
related matters.

Please contact us to discuss if we can be of assistance to you.

Family Law Support

As experts in the financial aspects of family law, the services we provide include:

  • Net family property calculations, income determinations, tracing of assets, forensic accounting
  • Assistance in structuring and financing equalization settlements
  • Forensic accounting (i.e. tracing of funds, identifying assets, etc.)
  • Tracing of assets for excluded property issues
  • Income calculations for spousal and child support obligations
  • Mediation services
  • DivorcemateTM calculations
  • Business valuations
  • Litigation support
  • Limited critique reports
  • Comprehensive valuation reports
  • Calculation or estimate reports
  • Stock option valuations
  • Present value of future support calculations (lump sum calculations)
  • Expert testimony
  • Preparation of questions for examination and cross-examination