Litigation & Expert Witness
For legal counsel
Business valuations built for the courtroom and the conference table.
Independent expert valuation reports, rebuttal analyses, and testimony support, performed under NACVA Professional Standards methodology and written for legal, regulatory, and counterparty review. We work with attorneys representing Upper Main Street and Lower Middle Market businesses across Louisiana and the Gulf South.
Practice areas we support
Marital-estate valuations where one or both spouses hold an interest in a privately held business. Valuation-date sensitivity, normalization for owner compensation, and the split between personal and enterprise goodwill.
Oppressed-minority claims, buy-outs under operating or shareholder agreements, and fair-value vs. fair-market-value distinctions where the statute or the contract controls the standard.
Gift and estate tax filings, charitable-contribution substantiation, and IRS controversy work. Written reports built to survive Service review and Tax Court scrutiny.
Breach-of-contract damages, lost-profits modeling, business-interruption analysis, and economic-damage quantification on both plaintiff and defense work.
Death, disability, divorce, retirement, or termination triggers under existing buy-sell agreements. Valuation under the contractual standard, not an alternative one.
Going-concern vs. liquidation analysis, solvency opinions, and fraudulent-transfer valuations supporting trustees, creditors' committees, and debtors-in-possession.
Services for legal counsel
- Independent expert valuation reports, full Conclusion of Value reports performed under NACVA Professional Standards methodology, written to hold up under legal scrutiny
- Rebuttal & critique reports, analysis of opposing experts' reports, calling out methodology weaknesses, data errors, and assumptions that don't hold up
- Deposition support, pre-deposition document review, exhibit prep, and a working session with counsel on the areas opposing counsel is most likely to attack
- Trial and arbitration testimony, direct, cross, and demonstrative-exhibit support, in state and federal venues
- Settlement-conference analysis, scenario modeling and range analysis to support negotiated outcomes
- Pre-litigation valuation, early-stage assessments to inform demand letters, pleadings, and case-evaluation strategy
What attorneys can expect
How we keep our independence
We run a real conflict check before we accept any engagement, and we turn down matters where independence cannot be maintained. We do not write advocacy reports. The methodology takes us to the conclusion the evidence supports, whatever side that lands on. That is what makes the work admissible. It is also what makes it useful to your client.
Credentials & experience
15+ years valuing businesses in the Gulf South. Engagements performed under NACVA Professional Standards methodology.
Litigation valuation intake
Send us the matter type, jurisdiction, opposing parties, and timeline. We respond to attorney inquiries quickly with a conflict check and a proposed scope, so you can keep moving on case strategy.
Request litigation intakeNot in litigation, just need a defensible valuation?
If the matter is pre-dispute, transactional, or for IRS, ESOP, or estate planning, a standalone Conclusion of Value engagement is usually the right fit.