We solve complex financial problems for attorneys, CPAs, and their clients.
Business Valuations | Forensic Accounting | Economic Damages
What We Do
We inform good decisions.
We partner with you to scope the assignment. We nail our analysis. We provide value every step of the way.
After we’ve done our job, you have a clear picture with the right information.
Then, we summarize our conclusions clearly within the 4 corners of our report or testify as an expert witness.
If your project requires insightful, reliable, and credible financial conclusions, then you’ve come to the right place.
Areas of Expertise
Forensic Accounting
Shareholder Dispute & Buyout
Economic Damages
Lost Wages & Wrongful Death Damages
Bank Statement Analysis
Business Valuations
Marital Dissolution
Property Tracing
Insurance Claim Disputes
Litigation Support
Representative Cases
Customer v. Manufacturer
Lost Profits
Customer ordered millions of dollars of a new high-end product from a long-time manufacturer. Manufacturer assembled product with material defects which resulted in products that fell apart and were unsuitable for sale in the marketplace. Customer refused to pay for defective products. Manufacturer sued for breach of contract and failure to pay for the work performed. Customer counterclaimed for expenses incurred as a result of the defects and lost profits. Expert report and testimony for customer to calculate expenses incurred and lost profits from year 1 and year 2 of lost sales resulting in millions of dollars of damages.
Dispensary Shareholder Dispute
Contested Valuation
Competing claims of breach of fiduciary between a group of majority shareholders and a 25% shareholder of a dispensary in Oregon. Both parties agreed to a buyout of the 25% shareholder’s interest but they had no agreement about how to value the 25% interest. Provided expert report and testimony valuing the 25% interest in the dispensary presented before an arbitrator.
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Areas of Care
Diligent
Organized
Proactive
Strategic
Professional
Objective
Prudent
Passionate
Communicative
Prompt
Experienced
Award-Winning