Independent, defensible valuation and financial analysis for disputes, commercial litigation, and family law matters across Los Angeles and Southern California.
Request a ConsultationLitigation involving a business interest or economic claim requires analysis that goes beyond the numbers — it must be credible, well-documented, and capable of withstanding cross-examination. Our professionals have served as retained experts and consulting advisors in commercial disputes, shareholder matters, marital dissolution proceedings, and damage quantification cases across California and beyond.
Our team holds the CFA, CBV, ABV, and CPA designations, with membership in the AICPA, CFA Society, and American Society of Appraisers. Our principals have testified as expert witnesses in California courts. Every engagement is led by a senior credentialed professional. We work directly with attorneys, in-house counsel, and their clients to understand the theory of the case, frame the appropriate valuation or damage model, and communicate conclusions clearly in expert reports and testimony.
Our independence is paramount. We do not advocate for an outcome — we deliver rigorous, objective analysis that holds up under scrutiny.
Business valuation in a litigation context requires satisfying a higher standard than a transactional appraisal. Courts, mediators, and opposing experts scrutinize methodology, data selection, and underlying assumptions. We are experienced in applying the income, market, and asset-based approaches under the specific legal standards and evidentiary constraints applicable to each dispute type.
Valuation of minority and majority interests, dissenter's rights proceedings, oppression claims, and buy-sell agreement disputes. We apply California statutory and case law standards — including fair value determinations under Corporations Code Section 2000 — and provide clear analysis of discount and premium applicability.
Valuation and damages analysis in connection with breach of contract, failed transactions, non-compete violations, and other commercial claims. We work with counsel to frame the appropriate damages model — expectation, reliance, or restitution — and translate financial analysis into clear, supportable opinions.
Quantification of damages arising from infringement of patents, trademarks, copyrights, and trade secrets. We apply the Georgia-Pacific framework and reasonable royalty analyses, relief of royalty methodologies, and lost profit models calibrated to the specific IP and industry.
Economic analysis of lost earnings, lost benefits, and other economic damages in wrongful termination, discrimination, harassment, and wage and hour class actions. We provide defensible calculations of past and future earnings losses, including consideration of mitigation and present value discounting.
Business valuation in divorce proceedings is one of the most technically demanding and contested areas of valuation practice. California's community property framework, the treatment of goodwill under Marriage of Foster and Marriage of Brandes, and the complex interplay between business value and support calculations require an expert who understands both the finance and the family law context.
Valuation of closely held businesses, professional practices, and business interests as community or separate property. We apply California-specific standards, including the treatment of personal versus enterprise goodwill, the Pereira/Van Camp apportionment methodologies, and the impact of owner compensation adjustments on indicated value.
Comprehensive analysis of income available for child and spousal support, including reconstruction of business cash flows, identification of perquisites and add-backs, and normalization of compensation for owner-operated businesses. We work with both petitioners and respondents, and are experienced in cases involving complex compensation structures and self-employment income.
Tracing and characterization of community and separate property interests in business assets, retirement accounts, deferred compensation, and other complex assets. We work with counsel to construct clear, defensible schedules of assets and liabilities that facilitate settlement or provide the foundation for trial testimony.
Critical review of opposing expert analyses and reports. We identify methodological flaws, unsupported assumptions, cherry-picked comparables, and procedural deficiencies, and present our findings in a form suitable for deposition examination, mediation, or trial cross-examination.
Quantifying economic damages is equal parts financial modeling and storytelling — the numbers must be rigorous, but they must also be presented in a way that is comprehensible to a judge or jury. Our damages analyses are built on sound economic methodology and clearly documented assumptions that can be explained and defended at any stage of litigation.
Forensic accounting sits at the intersection of accounting, auditing, and investigation. Our professionals bring financial analysis skills to bear in matters involving suspected fraud, asset concealment, improper financial reporting, and other irregularities — generating evidence-quality findings that support counsel's strategy.
We are experienced in reviewing large volumes of financial records efficiently, identifying anomalies and red flags, and presenting findings in clear, admissible formats for deposition, mediation, and trial.
Expert witness work is not just about getting the numbers right — it is about communicating complex financial analysis in a way that a judge or jury can follow, and withstanding the pressure of cross-examination. Our professionals have served as both retained testifying experts and consulting advisors to counsel in litigation matters across California.
We respond to all litigation inquiries within one business day. Confidentiality is standard.
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