Forensic Accounting & Business Valuation Services Overview

How Attorneys, Business Owners, and Individuals Use This Firm

Attorneys, business owners, spouses, fiduciaries, and individual litigants often arrive with different questions, but the engagement starts the same way: define the financial issue, identify the records, choose the right service path, and clarify the work product needed.

About the Firm and Service Scope

Joey Friedman, CPA, ABV, MAcc, MIB serves as a financial expert, valuation analyst, and testifying expert witness in civil, family, probate, business, and financial-dispute matters. The firm works with attorneys, business owners, fiduciaries, and individual litigants when the matter involves hidden assets, disputed business value, economic loss quantification, or financial oversight of an estate, guardianship, or business.

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 to support negotiation, mediation, arbitration, expert testimony, or other dispute resolution proceedings.

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, with presentation and testimony support available for negotiation, mediation, arbitration, hearing, or trial as the matter requires.

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 analysis usable in negotiation, mediation, arbitration, expert testimony, or trial settings.

Expert Witness & Litigation Support

Expert testimony · Arbitration · Mediation · Litigation consulting

Use expert witness and litigation support when a matter requires financial testimony, rebuttal analysis, or litigation consulting. Attorneys, business owners, fiduciaries, and individual litigants engage this service when financial issues must be explained and supported across negotiation, mediation, arbitration, hearing, expert testimony, or other dispute resolution contexts. The firm has provided expert witness and litigation support services across civil, family, probate, business, and financial-dispute matters involving significant damages, disputed business value, and complex financial records.

Financial Expert Service Selection FAQ

Which service fits a financial dispute?

The right path depends on whether the matter requires tracing, business valuation, damages modeling, expert testimony, fiduciary accounting review, or a combination of those workstreams.

How do attorneys, business owners, and individuals choose the right service?

Attorneys typically engage based on the type of financial evidence at issue and the deliverable required—forensic report, valuation report, damages analysis, or expert testimony. Business owners and individual litigants often benefit from an initial consultation to identify which service path fits their matter and what records will be needed.

Can more than one service apply to the same matter?

Yes. Many matters involve overlapping financial issues. A marital dissolution may require both forensic accounting to identify hidden assets and business valuation to value an ownership interest. A commercial dispute may involve both economic damages analysis and expert witness testimony. The firm can advise on the appropriate service path after a confidential consultation.

What is the typical work product?

Work product varies by service. Forensic accounting engagements typically produce a forensic report with supporting schedules. Business valuation engagements produce a written valuation report under applicable professional standards. Economic damages engagements produce a damages analysis. All services include expert witness availability to support negotiation, mediation, arbitration, expert testimony, or other dispute resolution proceedings as needed.

Guardianship Litigation Services

Guardian accounting · Fiduciary review · Litigation support

Use guardianship litigation services when families, fiduciaries, or counsel need forensic review of guardian accountings, disputed transactions, or financial records related to a ward’s estate. Families seeking accountability, fiduciaries responding to challenges, and counsel preparing for guardianship and probate proceedings all use this service. Engagement typically involves review of guardian annual accountings, tracing of ward assets, preparation of financial analyses, and development of expert reports and litigation support materials for use across negotiations, mediation, arbitration, hearings, and other dispute resolution proceedings.

Discuss the Right Financial Expert Service for Your Matter

Whether you are counsel, a business owner, a fiduciary, or an individual trying to understand disputed records, damages, value, or tracing issues, contact the firm for a confidential consultation about the service path and records your matter may require.