Need a Fort Myers forensic accountant or business valuation expert? Contact the firm today to discuss your matter with Joey Friedman, CPA, ABV.
Executive Summary
Joey Friedman, CPA, ABV provides forensic accounting and business valuation services to attorneys, businesses, and individuals throughout Fort Myers and Lee County, Florida. The firm delivers objective financial analysis, clearly written reports, and credible expert witness testimony in complex disputes and transactions. Every engagement is handled with professional rigor and a focus on producing defensible, well-documented conclusions.
Services in Fort Myers
The firm offers a focused set of financial and accounting services to clients in the Fort Myers area:
- Forensic Accounting – Examination of financial records to detect fraud, misappropriation, hidden assets, or accounting irregularities in civil and commercial matters.
- Business Valuation – Credible opinions of value for closely held businesses, partnership interests, and professional practices using recognized valuation methodologies.
- Expert Witness & Litigation Support – Objective testimony, deposition support, rebuttal analysis, and assistance with financial discovery in state and federal proceedings.
- Economic Damages – Calculation of lost profits, lost business value, and other financial harm arising from breach of contract, business interruption, or tortious conduct.
Common Matters We Support
Clients in Lee County frequently engage the firm for financially complex situations that require an independent CPA with specialized training. Typical matters include shareholder and partnership disputes, marital dissolution proceedings involving business interests, commercial litigation requiring damages quantification, fraud investigations and internal reviews, insurance claims involving lost profits or business interruption, and buy-sell transactions requiring an independent valuation opinion. Each matter presents unique financial facts, and the firm tailors its analysis accordingly.
What You Receive
Clients who retain the firm receive a thorough, documented work product appropriate to the engagement. Depending on the scope, deliverables may include a written valuation report or expert report prepared under applicable professional standards, a clear summary of findings and methodology, supporting schedules and financial analyses, and where required, deposition testimony or courtroom expert witness testimony. All work is signed by Joey Friedman, CPA, ABV, who is accountable for every conclusion reached.
How Engagements Work
Engagements typically begin with an initial consultation to understand the matter, the relevant financial documents, and the timeline. The firm then reviews pertinent records, including financial statements, tax returns, general ledgers, agreements, and other supporting materials, and applies the appropriate analytical framework. A draft report or preliminary findings are shared for review before finalization. Throughout the process, the firm remains accessible to the engaging attorney or client to address questions and adapt scope as facts develop.
Service Area
The firm serves clients located in Fort Myers and throughout Lee County, Florida, including Cape Coral, Bonita Springs, Estero, Sanibel, and surrounding communities. Engagements may involve Florida proceedings or matters with multi-state financial dimensions. Remote consultation and document review capabilities allow the firm to work efficiently regardless of where parties and counsel are located.
Frequently Asked Questions
What is a forensic accountant and when do I need one in Fort Myers?
A Fort Myers forensic accountant is a CPA with specialized training in investigating financial records for use in legal proceedings or dispute resolution. You may need one when you suspect financial fraud, need a damages calculation for litigation, are involved in a shareholder dispute, or require an expert opinion on business value in a marital dissolution. Joey Friedman, CPA, ABV combines forensic accounting and valuation credentials to address these matters.
How does business valuation work, and why does the method matter?
Business valuation determines the economic value of a company or ownership interest using recognized approaches, including income, market, or asset-based, depending on the type of business and the purpose of the engagement. The method matters because different approaches can yield different results, and opposing parties may challenge methodology in litigation. The firm selects and defends its approach based on the facts of each specific matter. Learn more on our business valuation page.
Can Joey Friedman testify as an expert witness in a Lee County case?
Yes. The firm provides expert witness and litigation support services in state and federal proceedings, including matters venued in Lee County. Joey Friedman can be retained to provide deposition testimony, trial testimony, and rebuttal opinions on forensic accounting and business valuation issues.
How are economic damages calculated in a commercial dispute?
The calculation of economic damages depends on the nature of the harm alleged, such as lost profits, lost business value, increased costs, or other financial injury. The firm reviews the relevant financial records, establishes a baseline of expected performance, and quantifies the difference attributable to the actionable conduct. Assumptions and methodologies are disclosed and supported in the written report.
What documents should I gather before the initial consultation?
Useful starting materials include recent federal and state tax returns, financial statements (profit and loss, balance sheets), bank and credit card statements, partnership or shareholder agreements, and any existing appraisals or prior financial analyses. The firm will identify any additional records needed after reviewing the initial materials and understanding the scope of the matter.
How do I get started with a Fort Myers forensic accounting or valuation engagement?
Begin by contacting the firm to schedule a consultation. Provide a brief description of your matter, the relevant parties, and any known timeline. The firm will respond promptly and advise on next steps, required information, and engagement terms.
Ready to discuss your Fort Myers matter? Contact Joey Friedman, CPA, ABV to schedule a consultation regarding forensic accounting, business valuation, or expert witness services in Lee County.