Forensic Accounting & Business Valuation Services in Miami, FL

Forensic Accounting & Business Valuation Services in Miami, FL

Joey N. Friedman, CPA, ABV provides forensic accounting and business valuation services to attorneys, businesses, and individuals throughout the Miami metropolitan area. Whether you are navigating complex commercial litigation, a high-asset divorce, or a fraud investigation, our firm delivers court-ready financial analysis grounded in rigorous methodology and clear, persuasive communication. While we serve the Miami-Dade County legal and business community, we also handle engagements across Florida and accept remote matters nationwide.

Services for Miami Attorneys, Businesses, and Individuals

Our forensic accounting and business valuation practice is purpose-built to serve the needs of Miami-area litigants, counsel, and business owners who require credible, defensible financial expertise. Core services include:

  • Forensic Accounting Investigations — Tracing funds, reconstructing financial records, and uncovering irregularities in complex accounting systems to support legal proceedings or internal reviews.
  • Business Valuation — Determining the fair market value or fair value of closely-held businesses, professional practices, and ownership interests for litigation, divorce, estate planning, or transactional purposes.
  • Economic Damages — Quantifying lost profits, lost earnings, and other economic damages arising from breach of contract, business interruption, tortious interference, or personal injury claims.
  • Expert Witness Support — Providing credible, court-tested expert witness and litigation support services, including written reports, deposition testimony, and trial presentation for Miami-Dade courts and arbitration panels.
  • Fraud & Embezzlement Analysis — Investigating suspected employee theft, embezzlement schemes, and financial statement fraud for businesses, non-profits, and governmental entities operating in South Florida.
  • Divorce & Hidden Asset Investigation — Assisting family law attorneys and their clients in uncovering concealed assets, tracing separate property, and valuing marital estates in high-conflict divorce proceedings throughout Miami-Dade and Broward counties.

Common Matters We Support

Our Miami-area engagements span a wide range of legal and business disputes. We regularly assist clients with:

  • Shareholder & Partnership Disputes — Valuing ownership interests and quantifying economic damages when business relationships break down, including oppressed minority shareholder actions and buyout disputes common in Miami’s dense closely-held business environment.
  • Divorce Valuation — Providing certified business valuations and forensic accounting support to family law attorneys handling high-asset divorces in Miami-Dade and surrounding circuits.
  • Commercial Litigation — Supplying damages analysis and expert testimony in breach of contract, fraud, and business tort matters pending before state and federal courts in the Southern District of Florida.
  • Fraud Investigations — Conducting independent investigations and preparing findings suitable for use in civil litigation, criminal referrals, or insurance claims.
  • Business Interruption Claims — Calculating and substantiating lost income claims for insureds whose Miami-area operations were disrupted by covered events, including hurricane or weather-related losses.
  • Estate & Trust Disputes — Valuing closely-held businesses and other hard-to-value assets in probate and trust litigation matters, including contested estate administrations in Miami-Dade County.

Our Process

We follow a structured, transparent engagement process designed to keep attorneys and clients informed at every stage and to produce work product that is audit-ready for deposition and trial.

  1. Intake & Scope Definition — We begin with a confidential consultation to understand the legal context, identify the financial questions at issue, and define the scope and timeline of the engagement.
  2. Document Request & Collection — We identify the financial records, tax returns, bank statements, and business documents needed to support a defensible analysis, and we work with counsel to obtain them efficiently.
  3. Analysis & Methodology — Using generally accepted accounting principles, recognized valuation standards (AICPA, ASA), and applicable legal frameworks, we perform rigorous financial analysis appropriate to the matter.
  4. Report Preparation — We prepare a written report—whether a summary letter or a full expert report—that clearly explains our methodology, assumptions, findings, and conclusions in plain language that judges and juries can follow.
  5. Deposition & Trial Support — We stand behind our work through deposition, arbitration, and trial, providing credible, composed testimony and rebuttal analysis as needed before Miami-Dade County courts and the U.S. District Court for the Southern District of Florida.

Miami Area Coverage

Our primary service area for in-person meetings and document review encompasses Miami-Dade County, Florida, including the City of Miami and surrounding communities. We routinely serve clients in Brickell, Downtown Miami, Coral Gables, Doral, Aventura, Coconut Grove, Miami Beach, Hialeah, Kendall, and Homestead. For matters where travel is not practical, we offer fully remote engagement services and accept clients throughout Florida and across the United States. Distance is not a barrier to receiving the same high-quality forensic accounting and valuation work product we deliver to our local clients.

Why Work With Joey N. Friedman, CPA, ABV

Joey N. Friedman is a licensed Certified Public Accountant (CPA) in the State of Florida and holds the Accredited in Business Valuation (ABV) credential issued by the American Institute of Certified Public Accountants (AICPA) — one of the most respected designations in the business valuation profession. He also holds the Master in Business Investigations (MIB) and Certified in Financial Forensics (CFF) designations, reflecting a career dedicated exclusively to forensic accounting and litigation support.

His practice is dedicated exclusively to forensic accounting, business valuation, and litigation support, meaning every engagement receives the focused attention of a specialist rather than a generalist. Attorneys and their clients rely on our firm because we produce work that holds up under cross-examination. We explain complex financial concepts in clear, accessible language and we understand the procedural requirements of Florida courts. Our reports are designed from the outset to withstand challenge, and our testimony is calm, organized, and persuasive. We work efficiently to meet litigation deadlines and we maintain proactive communication with counsel throughout every engagement.

Schedule a Consultation

If you are an attorney seeking a forensic accountant or business valuation expert for a pending Miami-area matter, or a business owner or individual who needs financial analysis for litigation or dispute resolution, we welcome your inquiry. Contact our firm to discuss your matter and learn how we can help.

Phone: (954) 290-5657 | (954) 282-9615
Contact the Firm →

Frequently Asked Questions — Forensic Accounting & Business Valuation in Miami

Do you provide forensic accounting services in Miami, FL?

Yes. We serve clients and their attorneys throughout the Miami metropolitan area, including Miami-Dade County, Brickell, Downtown Miami, Coral Gables, Doral, and Aventura. We also accept remote engagements for clients located elsewhere in Florida or across the country.

What types of Miami cases do you typically support as an expert witness?

We support a broad range of civil matters pending in Miami-Dade County courts and the Southern District of Florida, including business valuation disputes, shareholder and partnership litigation, commercial damages claims, family law / divorce valuations, fraud investigations, and business interruption claims. We provide both written expert reports and in-person deposition and trial testimony.

How does business valuation work in a Miami divorce case?

In a Florida divorce, a closely-held business owned by one or both spouses may be a marital asset subject to equitable distribution. We perform a certified business valuation using methodologies recognized under Florida law and AICPA standards — typically income, market, and asset-based approaches — and prepare a written report that family law attorneys can use in negotiation, mediation, or trial. We also address separate property tracing and goodwill characterization issues specific to Florida.

What information do you need to begin a forensic accounting engagement in Miami?

The specific documents we need depend on the nature of the matter, but we typically begin by reviewing financial statements, federal and state tax returns, bank and credit card statements, general ledgers, and any available supporting records. After an initial consultation with you and your attorney, we will issue a tailored document request list so the collection process is focused and efficient.

How do you charge for forensic accounting and valuation services?

Our fees are based on the time and complexity of the engagement and are billed at an hourly rate. We do not charge contingency fees, as doing so would compromise our independence and objectivity as expert witnesses. We are happy to discuss expected scope and estimated hours during an initial consultation so you can plan accordingly.

Can you serve as a neutral expert or court-appointed expert in a Miami dispute?

Yes. In addition to serving as a retained expert for one party, we are available to act as a jointly-retained neutral valuator or court-appointed expert in appropriate cases. Neutral appointments can help streamline the valuation process in business disputes and divorce matters pending before Miami-Dade courts, reducing costs and delays for all parties.

Do you handle economic damages claims in Miami commercial litigation?

Yes. We regularly calculate and present economic damages in breach of contract, tortious interference, fraud, and business tort cases pending before Miami-Dade County courts and the Southern District of Florida. Our damages analyses are designed to meet the Daubert standard and withstand cross-examination.

Can you work remotely with attorneys and clients outside Miami?

Absolutely. While we are based in South Florida and serve Miami-Dade County clients with in-person meetings when needed, we regularly accept engagements from attorneys and businesses throughout Florida and nationwide. Remote engagements receive the same rigorous analysis and communication as local matters. Contact us to discuss your specific needs.