Joey N. Friedman, CPA, ABV, M.Acc, MIB
What To Include When Contacting the Firm About a Financial Dispute or Engagement
Whether you are an attorney evaluating an engagement, a business owner facing a valuation dispute, a fiduciary handling a contested estate, or an individual litigant trying to organize the right records, a short summary of the matter helps the firm scope the engagement efficiently.
Whether the matter involves forensic accounting, valuation, damages, tax controversy, or expert testimony, sharing the posture of the issue, the deadlines, and the records already available helps the firm determine the best next step.
- Case type and dispute type — commercial litigation, divorce / marital dissolution, insurance claim, contract dispute, or other civil matter
- Pending deadlines — trial date, expert-disclosure deadline, and any court-ordered valuation cutoff dates
- Available records — financial statements, tax returns, bank records, existing appraisals, or prior expert reports already in hand
- Opposing expert status — whether an opposing financial expert has been retained or disclosed
- Work product needed — expert report, rebuttal report, deposition preparation, trial testimony, or consultation only