Forensic Accounting & Business Valuation Services in Naples, FL

Joey Friedman, CPA, ABV provides independent forensic accounting and business valuation services to attorneys, business owners, and other professionals throughout Naples and Collier County. Engagements are handled with analytical rigor, clear written reports, and testimony when required.

Executive Summary

The firm offers forensic accounting, business valuation, economic damages analysis, and expert witness services from a single credentialed source. Joey Friedman holds the CPA license and the ABV (Accredited in Business Valuation) credential. Clients include attorneys litigating complex financial disputes and business owners who need independent, well-documented valuations or damage analyses for legal, transactional, or planning purposes. Every engagement produces a written deliverable that is designed to withstand scrutiny in mediation, arbitration, or trial.

Who We Help in Naples

The firm regularly works with two principal client groups in the Naples and Collier County area:

Attorneys. Civil litigators, family law attorneys, and business litigation counsel retain the firm when a matter requires an independent financial expert. Counsel rely on documented analyses and, where needed, expert witness and litigation support including deposition and trial testimony.

Business owners and shareholders. Owners facing a buyout, dissolution, partnership dispute, divorce, or estate matter may need a credentialed valuation that reflects current market conditions and defensible methodology. The firm provides that analysis without advocacy for any transactional outcome.

Core Services

The following services are available to Naples-area clients:

• Forensic Accounting: Investigation and analysis of financial records to identify irregularities, trace funds, or quantify disputed amounts in litigation or internal matters.
• Business Valuation: Formal valuations of closely held businesses and professional practices for litigation, buyouts, estate and gift tax, and other purposes requiring a credentialed opinion.
• Economic Damages: Calculation and presentation of lost profits, lost earnings, and other economic harm in commercial and personal-injury litigation.
• Expert Witness & Litigation Support: Written reports, rebuttal analysis, deposition preparation, and trial testimony on financial and valuation issues.

Common Case Types

Matters handled for Naples clients commonly include business disputes and shareholder litigation, marital dissolution requiring business valuation or income analysis, commercial litigation involving lost profits or contract damages, fraud investigation and asset tracing, estate and gift tax valuation, and partnership or LLC dissolution disputes. Each matter is evaluated individually; the scope of work is defined after an initial review of the relevant facts and documents.

What You Receive

Depending on the scope of the engagement, deliverables may include a written forensic accounting report or valuation report, supporting workpapers and schedules, a summary narrative suitable for use by counsel in mediation or at trial, and oral or written rebuttal to opposing expert reports. Reports are prepared in accordance with applicable professional standards, including AICPA standards for valuation and forensic engagements where applicable.

How the Engagement Works

1. Initial inquiry. Contact the firm through the contact page or by phone to describe the matter and confirm the scope.
2. Conflict check and engagement letter. The firm conducts a conflict check, and if the matter is accepted, an engagement letter is issued defining scope, fee arrangement, and timing.
3. Document collection. Counsel or the client provides financial records, corporate documents, prior reports, and any other materials necessary for the analysis.
4. Analysis. The firm performs the relevant forensic, valuation, or damages analysis using the applicable methodology.
5. Report delivery. A written report is delivered in draft for counsel review, followed by a final version upon completion of review.
6. Testimony preparation and testimony (if applicable). If the matter proceeds to deposition or trial, the firm prepares and provides testimony consistent with the written report.

Frequently Asked Questions

Q: Does the firm accept matters originating outside of Naples if the client or opposing party is located there?

A: Yes. The firm works with attorneys and clients statewide. The Naples connection is not a prerequisite; matters with a Collier County nexus are routinely handled regardless of where counsel is located.

Q: What is the difference between a forensic accountant and a business valuator?

A: A forensic accountant investigates and analyzes financial information in connection with litigation or dispute resolution—tracing funds, identifying irregularities, and quantifying disputed amounts. A business valuator applies recognized methodologies to arrive at a defensible opinion of a business’s fair market value or other standard of value. Many matters require both skill sets, and Joey Friedman, CPA, ABV holds credentials in both areas.

Q: How are fees structured?

A: Fees are typically billed on an hourly basis. The engagement letter specifies the hourly rate and an estimate of anticipated hours based on the scope of work as understood at the outset. Changes in scope that arise during the engagement are communicated in advance.

Q: Can the firm serve as a neutral expert or court-appointed expert in Naples-area matters?

A: Yes. The firm can serve in a neutral capacity where the court or the parties require an independent expert rather than a retained advocate.

Q: What standards govern the firm’s valuation reports?

A: Business valuation engagements are conducted in accordance with AICPA Statement on Standards for Valuation Services (SSVS No. 1) where applicable. The applicable standard depends on the purpose and intended use of the report.

Q: How do I get started on a Naples matter?

A: The fastest way is to visit the contact page and submit a brief description of the matter. The firm will respond to schedule a consultation and determine whether the engagement is a fit.