We support attorneys, trustees, beneficiaries, and individuals with financial analysis services in estate, trust, and divorce matters, including asset tracing, valuation of closely held businesses, income analysis, lifestyle analysis, and forensic review of financial transactions. Our work provides independence, transparency, and credibility in matters involving asset distribution and inheritance disputes.

Provide independent financial analysis and business valuation services in connection with disputes, litigation, and contested transactions. Evaluate business value, economic damages, and financial performance using defensible methodologies supported by reliable data. Our approach combines financial analysis with industry-specific insight to assess the fair value of a business or ownership interest.

We conduct detailed financial investigations to trace funds, identify financial misconduct, evaluate compliance issues, and analyze complex transactions. Our independent, expert analysis addresses contested accounting treatments, financial statement irregularities, and GAAP or non-GAAP compliance issues, supporting litigation, regulatory enforcement, and internal risk assessments.

We provide financial due diligence and dispute-related financial analysis to support mergers, acquisitions, investments, and post-transaction matters. Our work includes assessing quality of earnings, identifying undisclosed liabilities, quantifying economic damages, and analyzing purchase price adjustments, earn-outs, and representations and warranties. These analyses support informed decision-making and the resolution of disputes in transactional, litigation, and insurance contexts using reliable methodologies and industry best practices.