Business appraisals for all or part of a business. Often necessary in divorce (marital dissolution), wealth transfers, mergers and acquisitions (buy sell transactions), financial reporting and estate tax matters. Someone may want your money or you may be entitled to someone else's money. We can help. We assign an objective and defensible value to damage claims, lost income, divorce financial analysis matters, and personal injury.
Missing or misappropriated money? Do you suspect theft or fraud? Is your spouse hiding funds? We trace monetary movement to determine amount, source and destination of funds in personal and business finances. Our full financial analysis includes ratios, performance trends, and industry comparisons. A great tool if you are considering selling or seeking financing for your business!
Certified mediator, providing mediation services to resolve disputes related to business, divorce or personal financial issues.
Missing or misappropriated money? Do you suspect theft or fraud? Is your spouse hiding funds? We trace monetary movement to determine amount, source and destination of funds in personal and business finances. Our full financial analysis includes ratios, performance trends, and industry comparisons. A great tool if you are considering selling or seeking financing for your business!
Certified mediator, providing mediation services to resolve disputes related to business, divorce or personal financial issues.
Services
As a business professional of 25+ years, I understand that your business is your life work and your financial health is paramount to personal security.
I also understand what it takes to build, manage and maintain a business.
I respect your accomplishments, your privacy, and the work you put into your building your company and personal wealth.
Whether you need all of part of a business valued, litigation support, help finding or quantifying lost profits and monies, have concerns about divorce assets and marital estate division, or require tax work, I can help you.
I also understand what it takes to build, manage and maintain a business.
I respect your accomplishments, your privacy, and the work you put into your building your company and personal wealth.
Whether you need all of part of a business valued, litigation support, help finding or quantifying lost profits and monies, have concerns about divorce assets and marital estate division, or require tax work, I can help you.
INTRODUCTIONS: Initially, we ask specific questions to get a better understanding of your particular circumstances for a business valuation or forensic accounting project.
You are under no obligations or costs during this phase, we will offer solutions and any recommendations concerning your issues or questions.
ENGAGEMENT: Upon investing a reasonable amount of time to understand your specific requirements, we will prepare an engagement agreement describing in detail what is to be valued or researched, along with the purpose or use of the findings, or appraisal results.
You are under no obligations or costs during this phase, we will offer solutions and any recommendations concerning your issues or questions.
ENGAGEMENT: Upon investing a reasonable amount of time to understand your specific requirements, we will prepare an engagement agreement describing in detail what is to be valued or researched, along with the purpose or use of the findings, or appraisal results.
Get a financial checkup on your business health!
We identify areas of strength and areas that could be improved in your business, allowing you to make informed business decisions that increase profitability and financial performance!
We provide in depth financial analysis of businesses by calculating financial ratios, showing trends and business performance over time and in comparison to other businesses within the same industry.
This is valuable for businesses interested in selling, expanding, and for businesses that need financing in the near future.
We identify areas of strength and areas that could be improved in your business, allowing you to make informed business decisions that increase profitability and financial performance!
We provide in depth financial analysis of businesses by calculating financial ratios, showing trends and business performance over time and in comparison to other businesses within the same industry.
This is valuable for businesses interested in selling, expanding, and for businesses that need financing in the near future.
You may be missing money, suspect wrongdoing, or simply not understand where your money is going.
Maybe you are questioning whether you have proper controls in place to prevent fraud.
We can help.
Whether appropriate or not, money creates a path as it moves.
We trace money to determine source, destination, and any amount of sustained losses, reaching a supportable, objective conclusion.
This is common in divorce matters, employee or subcontractor dishonesty, officer and management fraud, separation of business partners and even transactions with clients.
Maybe you are questioning whether you have proper controls in place to prevent fraud.
We can help.
Whether appropriate or not, money creates a path as it moves.
We trace money to determine source, destination, and any amount of sustained losses, reaching a supportable, objective conclusion.
This is common in divorce matters, employee or subcontractor dishonesty, officer and management fraud, separation of business partners and even transactions with clients.
Litigation Support can strengthen your legal case and impact final outcome.
Opinions of experts in legal cases is commonplace and necessary.
As a qualified expert, we provide clarity in complex financial issues, tax concepts and valuations during legal proceedings.
Expert testimony is often required in a court case where a financial claims are made, valuation of personal assets or business interests is being challenged, damages are being sought or confusion exists about what happened to financial resources.
Opinions of experts in legal cases is commonplace and necessary.
As a qualified expert, we provide clarity in complex financial issues, tax concepts and valuations during legal proceedings.
Expert testimony is often required in a court case where a financial claims are made, valuation of personal assets or business interests is being challenged, damages are being sought or confusion exists about what happened to financial resources.
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