Professional business valuation reports for legal proceedings, transactions, and dispute resolution.
in business assets disputed annually
of cases settle with valuation support
Certified Valuation Analyst
client satisfaction rate
Estate tax, gift tax, most federal matters
Shareholder disputes, dissenting rights (state-specific)
Specific buyer scenarios, synergy considerations
Fundamental analysis for damages calculations
Risk assessment and cost of capital disputes
Owner compensation, personal expenses, one-time items
DLOM application and quantification debates
Minority vs. controlling interest valuations
Comprehensive, defensible valuations that attorneys can rely on for legal proceedings.
Complex valuation concepts explained clearly in written reports for legal professionals.
ASA, CVA, and ABV certified professionals following NACVA standards.
NACVA certification with continuing education
American Society of Appraisers designation
AICPA specialty credential
Comprehensive written reports that clearly communicate complex valuation issues for legal proceedings.
Review and critique opposing expert valuations to identify weaknesses and support cross-examination.
Neutral valuations to facilitate mediation and settlement negotiations.
Review case facts, legal issues, and valuation questions. Identify key documents and information needed.
Timeline: 1-2 days • Deliverable: Engagement letter and document request
Analyze financial records, conduct research, and gather market data. Perform comprehensive valuation analysis.
Timeline: 2-4 weeks • Deliverable: Preliminary findings
Prepare detailed valuation report with supporting exhibits, methodology explanations, and documentation.
Timeline: 1-2 weeks • Deliverable: Professional valuation report
Review report findings with counsel, answer questions, and provide clarification as needed.
Timeline: 1-2 days • Deliverable: Consultation and Q&A
$350-$500/hour depending on complexity
$7,500-$50,000 based on scope
Monthly retainers for ongoing matters
$250/hour for report review and Q&A
Note: We do not work on contingency. Retainers required for all new engagements. Travel expenses billed separately for on-site visits when required.
Business valuations for equitable distribution in divorce proceedings.
Valuations for business disputes and shareholder litigation.
Valuations for estate planning and trust administration disputes.
Quantification of economic losses and business damages.
Our valuation reports follow established standards from NACVA, ASA, and AICPA. We use reliable data sources, apply accepted valuation techniques, and maintain thorough documentation to ensure our reports meet professional standards for legal proceedings.
Our reports are thoroughly documented with detailed explanations of methodology, assumptions, and calculations. We provide comprehensive support for every conclusion, allowing attorneys to effectively address any challenges to our valuation findings.
Yes, we maintain strict independence and objectivity. Our opinions are based solely on the facts and accepted valuation methodology, regardless of which party retains us. We maintain careful conflict checks.
Settlement is common and our work often facilitates it. We bill only for work performed. Many attorneys use our preliminary findings to guide settlement negotiations. No cancellation fees apply unless testimony is scheduled.
We write our reports in clear, accessible language and avoid unnecessary jargon. We include visual aids, charts, and detailed explanations to help legal professionals understand and effectively use our valuation findings.
We handle cases of all sizes with scaled services. For smaller matters, we offer streamlined reports and limited scope engagements. Minimum engagement is typically $7,500, but we can discuss options for smaller cases.
Minority shareholder oppression case involving a $50M manufacturing company. Opposing expert valued minority interest at $2M using inappropriate marketability discounts.
Applied fair value standard per state statute (no marketability discount). Identified hidden value in real estate and IP. Documented systematic financial oppression.
Our comprehensive $8.5M valuation report was accepted by the court. The detailed documentation withstood scrutiny. Client received 4x opposing expert's value.
Thorough financial forensics
Clear demonstrative exhibits
Comprehensive documentation
Professional credibility
Extensive experience providing valuation reports for legal proceedings nationwide.
Rigorous valuation approaches that withstand opposing expert challenges.
Well-documented analyses that are understandable to non-financial professionals.