Overview

Valuations influence critical decisions—whether you’re entering a merger, resolving a dispute, or planning a corporate restructuring. Our Valuation & Litigation Support team brings methodical, third-party objectivity to these high-stakes scenarios, delivering well-documented and defensible results that hold up under the closest regulatory and judicial examination.

We combine technical expertise (DCF, market multiples, and other advanced methodologies) with real-world market data to produce valuations that reflect the true worth of your business, assets, or liabilities. Beyond just delivering numbers, we interpret and communicate them in a way that both stakeholders and legal teams can readily understand and leverage.

Valuation & Litigation Support

What We Do

Business & Asset Valuations

Comprehensive Methodologies / Intangible Assets / Estate & Reorganizations

Comprehensive Methodologies

We use discounted cash flow (DCF), comparable company analysis, and precedent transactions to triangulate the most accurate valuation.

Intangible Assets

Our specialists factor in intellectual property, brand equity, customer relationships, and other intangible assets often overlooked in generic appraisals.

Estate & Reorganizations

Whether for estate planning, buy-sell agreements, or corporate reorgs, we deliver valuations grounded in accepted accounting and legal standards.

Value to You

Make well-founded strategic decisions about acquisitions, spin-offs, or capital allocation.

Avoid disputes or regulatory pushback with transparent, fully documented valuations.

Gain stakeholder trust through credible, third-party appraisals.

Purchase Price Allocations (PPAs)

Asset & Liability Breakdown / Audit-Ready Documentation / Post-Acquisition Clarity

Asset & Liability Breakdown

We allocate purchase prices across tangible assets, intangible assets, goodwill, and liabilities according to ASC 805 or IFRS 3.

Audit-Ready Documentation

Our thorough supporting schedules and justifications stand up to auditor and regulator scrutiny.

Post-Acquisition Clarity

Accurate PPAs prevent future restatements, ensuring your books reflect the true economic reality of the transaction.

Value to You

Streamline your post-merger financial reporting process.

Minimize the risk of audit exceptions and compliance issues.

Present a crystal-clear picture to investors, analysts, and stakeholders.

Litigation Support & Expert Witness

Detailed Financial Analysis / Clear, Credible Testimony / Strategic Legal Collaboration

Detailed Financial Analysis

We dissect financial records, reconstruct transaction histories, and quantify damages to support litigation and dispute resolution.

Clear, Credible Testimony

Our experts serve as witnesses, explaining complex valuation models or forensic findings in plain language for courts and arbitration panels.

Strategic Legal Collaboration

We partner closely with legal teams, helping them craft airtight arguments around financial complexities.

Value to You

Strengthen your legal position with hard facts and expert interpretations.

Avoid losing cases due to weak or unsubstantiated financial evidence.

Gain confidence in high-stakes settings where every decimal point matters.

Fairness & Solvency Opinions

Independent Assessments / Solvency Analysis / Stakeholder Assurance

Independent Assessments

We issue fairness opinions to confirm that deal terms are fair to shareholders, often required by boards for M&A approval.

Solvency Analysis

Before leveraging your balance sheet in major transactions, we ensure the resulting entity remains financially viable and protected from fraudulent conveyance claims.

Stakeholder Assurance

These opinions provide critical documentation for regulators, minority shareholders, and corporate governance committees.

Value to You

Protect directors and officers from liability, showing due diligence in major transactions.

Reassure shareholders and stakeholders that fair value was achieved.

Reduce risk of legal challenges that could derail deals or hamper future capital raises.

Why It Matters

When your credibility is on the line — be it in the boardroom, a court of law, or the public market — precision and rigor in valuations can be a decisive factor.

Our unbiased, data-driven approach to valuations and litigation support strengthens your negotiating position, mitigates costly legal entanglements, and empowers you with the clear financial narrative needed to make pivotal business decisions.

Contact us

Schedule an introduction call with Jeffrey Bowley, CPA

Get in Touch