Our Approach

Just as each business is unique, so is each valuation and/or dispute. We follow a formalized process with each engagement to ensure that the file is conducted as thoroughly and efficiently as possible. Our clients appreciate that we openly communicate this process to them at the outset of the engagement. This transparency allows them to understand what will be involved, what to expect and what is expected of them throughout the process.

We believe that investing the time needed up front to properly understand the background facts, what is required and why, and develop an appropriate action plan will result in more efficient use of our time and resources, ultimately saving our clients time and money. Our experienced professionals provide a hands-on approach to each valuation and/or litigation matter. We work closely with our clients throughout the entire engagement and continue to offer ongoing support after the final report is issued.

By integrating our financial, accounting, tax, valuation and litigation support expertise, we provide the collective resources required for a reasonable and supportable business valuation or damages quantification, a successful dispute resolution or for avoiding a dispute altogether. Our training and resources also allow us to assist in the development of an exit plan specifically tailored to meet the needs and objectives of the business owner and his/her family. Our engagement process depends on our client’s requirements. Please refer to each of Our Services for a summary of the formalized process we follow.