Forensic & Valuation

We can help you achieve a successful outcome.

Organizations and individuals face constant pressure to reduce risks and navigate crises. We’re here to help you address these challenges head-on.

Forensic Accounting & Litigation Support

Our forensic accountants and litigation specialists look into and beyond the numbers. We can untangle complex financial disputes and accounting investigations for you.

We work side-by-side with some of the most well-respected law firms in the region on matters including:

  • Shareholder disputes
  • Estate, trust, and marital disputes
  • Breach of contract and business torts
  • Business interruption
  • Employment disputes
  • Post-acquisition disputes
  • Employee embezzlement investigations
  • Fraudulent financial reporting investigations

So whether you need someone to quantify economic damages, such as in a lost profits case or a wrongful termination suit, trace assets in a hotly contested divorce, resolve an earn-out dispute, or investigate a misappropriation or other accounting irregularity, our professionals are here to help.

Valuations

We assist middle-market companies, entrepreneurs, private equity groups, investors, lenders, and attorneys with complex valuation projects in the following areas:

  • Financial reporting and intangible assets
  • Stock options and incentive plans
  • Estate and trust
  • Disputes and litigation
  • Complex securities
  • Buy-sell agreements
  • Exit planning
  • Tax compliance

Valuations involve more than simple number crunching. We don’t just dabble in this field—day in and day out, our team delivers solid conclusions supported by rigorous analysis and informed judgment.

Our valuation reports are designed to withstand intense scrutiny—from the IRS in a tax compliance setting, auditors in a financial reporting setting, or cross-examination in the courtroom.

Blog

COVID-19 Distress May Present an Estate Planning Opportunity – Why Now May be the Time to Gift Business Interests

The COVID-19 pandemic has exerted significant downward pressure on the value of many businesses.... more
July 29, 2020
Infographic

Software-as-a-Service (SaaS) 2020 Market Trends

In the SaaS space, the best performer in our set of public companies was online e-commerce,... more
April 6, 2021
Whitepaper

Whitepaper: Working Capital Considerations in Middle Market M&A

Working capital considerations play an important role in most M&A transactions. The working... more
February 24, 2021
Resource

Checklist: Risks Impacting the Value of Your Construction Company

Are you addressing matters in a way that will increase the value of your business? Business... more
January 29, 2021
Blog

Act Now – Estate Tax Changes on the Horizon – Time to Value Your Construction Company

Do you know how much your construction company is worth? You may have at one time, but today's... more
January 11, 2021
Infographic

Construction and Engineering Q3 2020 Market Trends

In the Construction and Engineering space, share price performance for our composite group of... more
December 14, 2020
Blog

Valuation Issues to Consider When Making Gifts in 2020

We are noticing a decided uptick in gifting before the end of the year as many are anticipating an... more
October 27, 2020
Blog

The Most Effective Mechanism to Increase Valuations and Expedite the Sales Process is Anticipatory Sell-Side Diligence

When you are ready to sell your business, the two events you want to avoid are... more
October 2, 2020

Related Industries

We have your forensic and valuation needs covered. Learn more about our industry specialties.