Forensic Accounting & Business Valuation Services in Jacksonville, FL
Request a Confidential Consultation — Jacksonville attorneys and businesses retain Joey Friedman, CPA, ABV for objective, court-ready forensic accounting and business valuation services. Call 954-282-9615 or contact us online to schedule a confidential consultation.
Executive Summary
Joey Friedman, CPA, PA is a Florida-based forensic accounting and business valuation firm that serves attorneys, closely held businesses, and individuals involved in complex financial disputes. Our clients in Jacksonville and throughout Northeast Florida turn to us when the financial facts of a case must withstand the scrutiny of opposing counsel, a judge, or a jury. We provide rigorous, well-documented analysis built on accepted standards — and we stand behind our conclusions in deposition and at trial. All engagements are handled on a fully remote basis with no geographic limitations.
Services in Jacksonville
Our core service lines for Jacksonville-area attorneys and businesses include:
- Forensic Accounting — Investigative financial analysis to uncover fraud, trace assets, reconstruct records, and document financial misconduct for civil and criminal matters.
- Business Valuation — Credible, defensible valuations of closely held businesses and professional practices for litigation, M&A, shareholder disputes, estate planning, and divorce.
- Expert Witness & Litigation Support — CPA-certified expert witness testimony, deposition support, rebuttal reports, and trial preparation for attorneys in Florida state and federal courts.
- Economic Damages Analysis — Quantification of lost profits, lost earnings, business interruption, and other financial harm in commercial and personal injury litigation.
Common Matters We Support
Our Jacksonville forensic accounting practice regularly handles a wide range of financial disputes and investigations, including:
- Shareholder & Partnership Disputes — Valuation of ownership interests, analysis of distributions, and documentation of financial misconduct between co-owners.
- Divorce & Marital Asset Disputes — Tracing separate and marital assets, identifying hidden or undisclosed income, and valuing closely held businesses for equitable distribution.
- Fraud & Embezzlement Investigations — Identifying perpetrators, quantifying losses, and producing documentation suitable for law enforcement referral and civil recovery.
- Lost Profits Claims — Before-and-after and yardstick analyses to support or rebut damages claims in commercial breach of contract and tort matters.
- Buy-Sell Agreement Disputes — Independent valuation of a company’s fair market value when parties contest a buyout price or trigger event.
- Breach of Contract & Business Interruption — Financial reconstruction of what a business would have earned but for the opposing party’s actions.
- Estate & Trust Disputes — Valuation and tracing analysis in matters involving contested estates, trustee misconduct, and fiduciary litigation.
- Government & Regulatory Investigations — Forensic review and documentation for matters involving alleged misappropriation of public funds or regulatory noncompliance.
What You Receive
Every engagement produces clear, attorney-ready deliverables. Depending on the scope of your matter, you can expect:
- Written Expert Report — A comprehensive, professionally formatted report that sets out our opinions, the basis for those opinions, and all supporting analysis.
- Clear Statement of Assumptions — Every assumption underlying our conclusions is disclosed and explained so that opposing counsel cannot surprise us at deposition.
- Supporting Exhibits & Schedules — Detailed financial schedules, charts, and exhibits designed for courtroom presentation and easy comprehension by a trier of fact.
- Attorney Collaboration — We work closely with retaining counsel throughout the engagement, responding to evolving case facts and providing informal guidance as needed.
- Deposition & Trial Readiness — Joey Friedman is available to testify at deposition and trial, and prepares thoroughly to withstand cross-examination.
- Rebuttal Analysis — When opposing experts produce flawed or inflated opinions, we identify methodological errors and produce a responsive rebuttal report.
How Engagements Work
We keep our engagement process straightforward and transparent for both attorneys and direct clients:
- Initial Consultation — Contact us through our contact page or by phone at 954-282-9615. We discuss the facts of your matter, the documents available, and the scope of services needed. All consultations are confidential and no-obligation.
- Engagement & Document Collection — We issue an engagement letter, identify all financial records required, and establish a secure document-transfer protocol. We work efficiently to avoid delaying your case schedule.
- Investigation & Analysis — Our team performs forensic review, applies appropriate valuation methodologies, and applies accepted accounting and economic standards to develop well-supported opinions.
- Report Drafting & Counsel Review — We draft a written report, provide it to retaining counsel for factual review, and finalize the report for disclosure. We then stand ready for deposition, trial, and any supplemental analysis.
Service Area
Our firm operates on a fully remote basis and serves clients throughout Florida and nationwide. In Northeast Florida, we regularly work with attorneys and businesses located in Duval County (Jacksonville), St. Johns County (St. Augustine, Ponte Vedra Beach), Clay County (Fleming Island, Orange Park), Nassau County (Fernandina Beach, Yulee), Putnam County, and Alachua County (Gainesville). We do not maintain a physical office in Jacksonville; all engagements are managed remotely with secure document handling.
Frequently Asked Questions
Do you provide forensic accounting services in Jacksonville, FL?
Yes. Joey Friedman, CPA, PA provides forensic accounting services to attorneys and businesses throughout Jacksonville and Duval County, including investigation of fraud and embezzlement, asset tracing, financial statement analysis, and expert witness testimony for litigation pending in Florida courts.
What types of business valuation do you perform for Jacksonville clients?
We perform business valuations for litigation support (shareholder disputes, divorce, damages), estate and gift tax purposes, and transaction advisory. Methodologies include the income approach, market approach, and asset approach, selected based on the nature of the business and the purpose of the valuation. All valuations follow IRS Revenue Ruling 59-60, AICPA standards, and other accepted frameworks.
Can you serve as an expert witness in a Duval County court matter?
Yes. Joey Friedman holds CPA and ABV (Accredited in Business Valuation) credentials and has served as a forensic accounting and business valuation expert witness in Florida circuit courts and federal proceedings. We provide written expert reports, deposition testimony, and trial testimony.
Do you handle hidden asset investigations for divorce cases in Jacksonville?
Yes. We assist family law attorneys and their clients in tracing hidden or undisclosed marital assets, identifying unreported income, and valuing closely held businesses for equitable distribution in Florida divorce proceedings. We work with counsel in Duval, St. Johns, Clay, and Nassau counties.
Do you work with clients outside of Jacksonville?
Yes. While we serve many clients in Jacksonville and Northeast Florida, our firm operates fully remotely and serves attorneys and businesses throughout Florida and nationwide. We have no geographic restrictions on the matters we accept.
How do I get started?
Visit our contact page or call 954-282-9615 to schedule a confidential consultation. We serve Jacksonville, FL, and clients across the country and are ready to discuss your forensic accounting, business valuation, or litigation support needs.
Request a Confidential Consultation — Call 954-282-9615 or use our online contact form to reach us. We respond promptly to all inquiries from attorneys, businesses, and individuals throughout Jacksonville and Northeast Florida.