Forensic Accounting & Business Valuation Services Overview

How Attorneys Engage This Firm

Attorneys working on financial disputes, business litigation, marital dissolution, or guardianship matters need a forensic accountant and business valuation expert who understands how litigation works—not just how accounting works.

Service selection should follow the dispute, the records, the deadlines, and the work product needed—not a generic menu of offerings.

Use the service guide below to route your matter to the right engagement type. Each section links to a dedicated service page with scope detail, typical deliverables, and engagement criteria.

How Attorneys Use Joey Friedman CPA Across Litigation Matters

Joey Friedman, CPA, ABV, MAcc, MIB serves as a financial expert, valuation analyst, and testifying expert witness across civil, family, and probate litigation in Florida. Counsel typically engage the firm when the dispute involves hidden assets, disputed business value, economic loss quantification, or court-appointed financial oversight.

Forensic Accounting

Asset analysis · Fraud investigation · Financial tracing

Use forensic accounting services when a matter involves hidden assets, undisclosed income, financial statement fraud, business asset tracing, or suspected embezzlement. Common engagements include marital dissolutions with complex finances, civil fraud actions, and commercial disputes where financial records require forensic examination.

Deliverables typically include a detailed forensic report, supporting schedules, and expert witness availability for deposition or trial.

Business Valuation

Fair market value · Equitable distribution · Shareholder disputes

Engage the business valuation service when a dispute requires a defensible opinion of value for a closely held business, professional practice, or ownership interest. Typical contexts include marital dissolution, shareholder/partner disputes, estate and gift tax matters, and buy-sell agreement enforcement.

Work product includes a written valuation report prepared under applicable professional standards and expert witness testimony as needed.

Economic Damages

Lost profits · Lost earning capacity · Commercial harm

Economic damages analysis is appropriate when the claim involves quantified monetary harm—lost business profits, lost earning capacity, diminished value, or other calculable economic injury. Engagements are common in breach of contract, business interruption, personal injury, and wrongful termination matters.

The firm produces a damages report suitable for expert disclosure and provides deposition and trial testimony.

Expert Witness & Litigation Support

Deposition · Trial testimony · Litigation consulting

When counsel needs a qualified financial expert who can withstand cross-examination, assist in discovery, review opposing expert reports, or provide rebuttal analysis, engage the expert witness and litigation support service. Mr. Friedman has testified in Florida courts and arbitration proceedings across matters with significant damages at stake.

Litigation support services also include consultation on financial issues, document review guidance, and deposition preparation assistance for counsel.

Guardianship Litigation Services

Guardian accounting · Court reporting · Asset review

Guardianship litigation matters often require forensic review of guardian accounting, identification of financial exploitation or mismanagement, and court-ready financial reports. This service is designed for attorneys representing interested parties, wards, or objecting family members in Florida guardianship proceedings.

Engagement typically involves review of guardian annual accountings, tracing of ward assets, and preparation of expert reports for guardianship court proceedings.

Retain the Firm for Your Litigation Matter

Initial consultations are available to discuss case fit, engagement scope, and timeline. Contact the firm directly to schedule a call with Joey Friedman, CPA.

Free Consultation

Contacting the firm is free. We understand that the tax and accounting issues and/or disputes facing you, your family, or your business can seem daunting, and we're here to help.