Expert Witness





Dispute Resolution and Expert Witness Services

Our experienced professionals provide forensic accounting, damages calculations, divorce services, litigation support and expert witness testimony.

Matters of dispute come in many forms: shareholder disputes or oppression, securities fraud, contract disputes, IP disputes, lost profits, divorce, pyramid schemes, insurance claims, and more.

Attorneys and advisors engage our expert witnesses to provide independent, detailed valuation and damages calculations, as well as trustee, restructuring, and investigative accounting services for a variety of challenging matters.

Cases where we have been engaged include matters before federal and state courts, arbitration panels, as well as administrative and regulatory bodies.


Our trial support services are specifically tailored to each case, applying creativity and insight to give you the greatest possible advantage in court.

Discovery & Pre-Trial Support

  • Assist in developing damage theory.
  • Identify documents and information necessary to properly analyze the case.
  • Assist with interrogatory and deposition questions.
  • Prepare written expert reports.
  • Provide deposition testimony.
  • Analyze settlement offers.

During the Trial

  • Prepare an outline of testimony.
  • Provide expert witness testimony.
  • Assist with preparation of cross-examination questions.

After the Trial

  • Assist with preparation of briefs.
  • Consultation related to appeals.


Commercial Litigation – Expert witness services in commercial litigation engagements involving claims of Lost Profits, Fraud, Breach of Contract, Purchase Price Disputes, Business Interruption, and Construction Disputes, among others.

Personal Injury – Analyze and compute damages related to lost earnings and fringe benefits, future medical expenses, loss of household services, saved personal consumption, and care gratuitously rendered.

Divorce – Business, equity, debt and asset valuations, identification of marital assets, searching for hidden assets, dissipation analysis, separate property identification and tracking, income and cash flow analysis for support purposes, marital lifestyle calculations, asset return calculations, and asset allocation consulting. 

Intellectual Property – Damages related to intellectual property infringement matters including the measure of economic damages, writing Rule 26 expert reports, offering expert witness testimony, and performing intellectual property valuations.

Shareholder / Partnership Disputes – Valuations may be required for IRS reporting purposes when a business owner transfers an ownership to another individual, entity, trust, or charitable organization. Our experience as expert witnesses in litigation matters allows us to recognize the areas where valuations are frequently challenged and helps us perform the valuation in a manner that will prepare us if the IRS audits a valuation used for tax purposes.


Our litigation support experts have knowledge of court room proceedings as well as experience and training in the field of valuation and economic analysis.

We staff each assignment to maximize cost efficiency while delivering high-quality, defensible analyses and consulting. Our firm includes women and men who provide investigative accounting, receivership, expert witness, valuation, transaction consulting as well as Fairness Opinions and Solvency Opinions for public and private companies, investors, fiduciaries, and trusted advisors.

The majority of our senior specialists are credentialed through one or more distinguished professional organizations, including:

CPA:       Certified Public Accountant by the American Institute of Certified Public Accountants (“AICPA”)

ABV:       Accredited in Business Valuations by the AICPA 

ASA:       Accredited Senior Appraisers by American Society of Appraisers

CFA:       Chartered Financial Analyst by CFA Society

CFE:       Certified Fraud Examiner by Association of Certified Fraud Examiners

CIRA:      Certified Insolvency and Restructuring Advisor by Association of Insolvency and Restructuring Advisors            

CDBV:    Certification of Distressed Business Valuations by Association of Insolvency and Restructuring Advisors                           

CFF:       Certified in Financial Forensics by AICPA and Chartered Institute of Management Accountants (“CIMA”)

MAI:       Member of the Appraisal Institute

MRICS:  Member of Royal Institute of Chartered Surveyors

Consider us as a resource – whether it is in the early stages of a dispute or the late stages of trial preparation, we have the expertise, talent, and skills to assist in many difficult matters.

Business Disputes

  • Business valuation
  • Fraud investigations
  • Shareholder and partnership disputes
  • Business interruption
  • Lost profits analysis and disputes
  • Unjust enrichment
  • Insurance claim disputes
  • Product liability
  • Shareholder oppression
  • Legal malpractice
  • Professional malpractice
  • Buy-sell agreement disputes
  • Breach of fiduciary duty
  • Breach of contract

Intellectual Property

  • Theft of trade secrets
  • IP violation
  • Reasonable royalty analysis
  • Patent, copyright, and trademark infringement


  • Income tax litigation
  • Estate and gift tax litigation matters
  • Property tax appeals
  • Ad Valorem tax disputes


  • Pre-transaction due diligence
  • Post-transaction disputes
  • Shareholder disputes
  • Reasonableness assessment
  • Earn-out disputes
  • Securities disputes
  • Fairness and solvency opinions
  • ESOP, DOL and ERISA litigation support
  • Personal and celebrity goodwill assessment

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