Trusted Financial Experts for Complex Litigation & Forensic Accounting Investigations
From forensic accounting to courtroom testimony, we bring financial clarity to your most complex matters.
Our team brings over 50 years of experience providing tailored litigation support and forensic accounting services, helping attorneys and clients navigate complex disputes with clarity and expertise.
-
Economic Damages
Quantify financial losses from disputes and breaches of contract with objective and credible analysis.
-
Shareholder Disputes
Resolve shareholder conflicts with objective financial insights and valuations.
-
Marital Dissolution / Divorce
Support fair asset and spousal support decisions with business valuations, income analysis, and forensic accounting.
-
Trade Secrets & Intellectual Property
Evaluate damages from IP misappropriation or infringement with clarity and objectivity.
-
Business Interruption Claims
Quantify operational losses to support claims, disputes, or negotiations.
-
Employment & Personal Injury Claims
Assess lost wages and benefits with reliable, actionable financial analysis.
-
Wrongful Death
Quantify economic losses from wrongful death cases to provide clear, defensible analysis for legal proceedings.
-
Forensic Accounting
Examine financial records to uncover discrepancies and detect fraud to provide clear, professional insights
-
Data Analysis
Turn complex financial and operational data into insights that guide decisions.
-
Bankruptcy Analysis
Provide reliable insights into financial condition, claims, and damages.
-
Pay Equity Analysis
Identify compensation disparities and provide actionable recommendations.
Who Needs Our Litigation & Forensic Accounting Services
Attorneys
Plaintiffs or defense counsel seeking objective, reliable financial analyses.
Business Owners
Involved in disputes, contract issues, or shareholder conflicts.
Individuals
Facing divorce, personal injury, or wrongful termination claims.
Insurers & Advisors
Evaluating claims, losses, or financial exposures.
What Sets Our Approach Apart
CPA Expertise
All analyses are prepared and reviewed by licensed CPAs with extensive accounting experience.Objective methodology
We apply generally accepted financial and economic principles to produce defensible results.Client‑centered communication
Complex findings are translated into clear, actionable insights for judges, juries, mediators, counsel, or business stakeholders.Flexible, Responsive Service
We adapt our approach to each client’s unique situation, responding promptly, coordinating with counsel, and ensuring analyses are delivered efficiently and effectively.
Trial Preparation
We help litigators prepare direct testimony and expert cross-examination outlines, presenting our analyses in a logical, clear, and persuasive manner. Attorneys benefit from our independent preparation, reducing their workload and saving time and costs for clients.Expert Testimony
With expert testimony given over 200 times in 30+ years, across industries and case sizes, we know how to present complex financial findings so judges and juries can easily understand our methodology, analysis, and conclusions.Proven Track Record
With thousands of client projects handled and decades of combined experience, our team has demonstrated we are credible and reliable to deliver results in high-stakes matters.
Financial Forensics FAQs
-
Financial experts are often engaged early to help identify relevant financial issues, outline data needs, and assess potential damages or exposures. Early involvement also helps counsel prepare for written reports, discovery, and deposition planning.
That said, we are frequently brought in after a case is already underway. Whether at the initial pleadings stage, during discovery, or closer to trial, we can quickly get up to speed, clarify complex financial issues, and add meaningful value at any point in the process.
-
Yes. We provide independent financial analysis for matters involving both plaintiffs and defendants. Our role is to apply financial principles to the facts of the case, not to advocate for a particular outcome.
-
We assist with financial and economic issues in commercial disputes, employment matters, shareholder conflicts, marital dissolution matters, business interruption claims, intellectual property disputes, bankruptcy proceedings, and related litigation or dispute resolution.
-
Yes. Both sides may agree to retain us jointly to provide a single, neutral analysis. In these engagements, we continue to apply objective financial and forensic principles to deliver a fair, unbiased assessment of the issues at hand. We work closely with counsel for all parties to define the scope, data requirements, timing, and deliverables, ensuring that the resulting analysis is clear, defensible, and usable by everyone involved. Because we are retained jointly by both parties, we cannot testify on behalf of either party individually.
-
Fees vary depending on the type of engagement and the level of analysis required. Some matters involve comprehensive expert reports and testimony, while others may be limited to consulting, preliminary analysis, or discrete financial questions. The scope of services can often be structured in phases to align with the needs of the case.
Most engagements are billed on an hourly basis. Time and cost depend on factors such as the complexity of the financial issues, the number of claims or damages theories involved, the volume and organization of available records, and whether deposition or trial testimony is required.
At the outset of an engagement, we work with counsel to define scope and discuss anticipated time requirements. Depending on your budget, we can discuss alternative approaches that are consistent with the objectives of the matter. The level of analysis performed may vary depending on the scope requested.
-
Yes. We frequently assist with matters before litigation is filed. Early involvement can help counsel evaluate financial issues, assess potential damages or exposure, and inform discussions during pre-litigation negotiations or mediation. Addressing financial questions at an early stage may clarify positions and, in some cases, reduce the time and expense associated with extended litigation.
-
Yes. When engaged as a testifying expert, we prepare written reports and may provide deposition and trial testimony in accordance with applicable rules of evidence and expert disclosure requirements.
Our team includes professionals with varying levels of testimony and litigation experience. This allows us to align the appropriate expert with the needs, complexity, and budget considerations of a particular matter. In some cases, experts with extensive testimony experience may be most appropriate; in others, experienced professionals within our firm can serve effectively as testifying experts at different billing rates.
We discuss these considerations with counsel at the outset of an engagement to determine the best fit for the matter.
-
Our analyses are based on the facts and data available, recognized financial and economic principles, and methods appropriate to the issues being addressed. Assumptions and methodologies are clearly documented in our work product.
-
As described in our resources, a financial expert provides testimony on matters within their area of expertise, subject to foundational requirements and procedural rules. Experts must be prepared to explain their methodology, interpretation of facts, and conclusions under direct and cross examination.
-
Yes. Financial experts can assist counsel in identifying financial issues, developing document requests, and anticipating questions and responses for depositions based on their experience in litigation practice.
Didn’t see your question here?
Get in touch. We’d be glad to discuss your matter and determine the right next steps!