Forensic Accounting & Expert Witness Support in Orlando, Florida

Orlando counsel engaging a forensic accountant most often do so in matters involving valuation disputes, economic damages, financial tracing, or settlement support. Engagement triggers include discovery of suspected financial misconduct, a need to value a closely-held business for equitable distribution, or a dispute over lost profits arising from breach of contract.

When counsel retains this firm, they receive clear workpapers, defensible methodology grounded in accepted accounting and valuation standards, and expert witness and litigation support — including deposition and trial testimony — when the matter requires it. We communicate directly with counsel at every stage of the engagement.

• Tracing and financial reconstruction
• Business valuation and income analysis
• Damages analysis and litigation support

Contact the firm to discuss how we can support your Orlando matter.

When Orlando Attorneys Retain a Forensic CPA

Litigation counsel retain a forensic accountant Orlando when a case turns on financial facts that require independent quantification, documentation reconstruction, or expert explanation. Common triggers include discovery of suspected financial misconduct, a need to value a closely-held business for equitable distribution, or a dispute over lost profits arising from breach of contract. Attorneys also engage our firm early in matters where the opposing side has retained its own financial expert — having a qualified CPA, ABV on your team from the outset shapes discovery strategy and strengthens your position at deposition and trial.

Our engagement begins with a confidential consultation to understand the legal theory, the financial questions at issue, and the timeline. We then issue a tailored document request list, perform analysis under generally accepted accounting and valuation standards, and prepare a written report or declaration designed to survive Daubert challenge. We communicate clearly with counsel at every stage and are available for strategy calls throughout the matter.

Case Types We Support in Orlando

Our Orlando-area forensic accounting and business valuation practice handles a broad range of civil and commercial matters pending in Orange County courts and the Middle District of Florida. Case types we regularly support include:

• Commercial Litigation & Business Disputes — Breach of contract, shareholder and partnership disputes, breach of fiduciary duty, and business interference claims requiring financial quantification and expert testimony.
• Economic Damages Quantification — Calculating economic damages including lost profits, lost business value, and lost earnings arising from tortious interference, fraud, or contract breach.
• Divorce & Family Law Valuations — Valuing closely-held businesses, professional practices, and ownership interests for equitable distribution; tracing separate property; and analyzing income available for support.
• Fraud Investigations & Embezzlement — Tracing funds, reconstructing financial records, and uncovering irregularities in complex accounting systems for civil litigation, insurance claims, or internal reviews.
• Business Interruption & Insurance Claims — Calculating lost income and expenses for Orlando-area businesses whose operations were disrupted by covered events.
• Estate & Trust Disputes — Valuing closely-held businesses and other hard-to-value assets in probate, trust administration, and contested estate matters.

What to Prepare Before the First Call

To make your initial consultation as productive as possible, attorneys and clients should gather the following materials in advance. We do not require everything on this list before scheduling — it is simply a guide to help you anticipate our document requests and accelerate engagement setup.

• Business financial statements — Profit and loss statements, balance sheets, and cash flow statements for the three to five most recent fiscal years.
• Federal and state tax returns — Business and personal returns, including all schedules, for the relevant period.
• Bank and credit card statements — All business and relevant personal accounts for the period in dispute.
• General ledger and chart of accounts — QuickBooks or other accounting system data exports, if available.
• Ownership and governance documents — Articles of incorporation or organization, operating agreements, buy-sell agreements, and shareholder agreements.
• Relevant contracts and agreements — The contract at issue, any amendments, and related correspondence.
• Prior appraisals or financial reports — Any existing valuations, audited financial statements, or expert reports already in the record.
• A brief case summary from counsel — The legal theory, the financial questions at issue, and the current procedural posture.

Expert Witness Support

Joey N. Friedman, CPA, ABV provides comprehensive expert witness and litigation support services for Orlando-area attorneys litigating in state and federal courts. Our expert witness engagements are structured to withstand Daubert scrutiny: our methodologies are grounded in generally accepted accounting principles (GAAP), recognized valuation standards (AICPA, ASA), and applicable Florida statutes.

Expert witness services include written expert reports and declarations, rebuttal reports responding to opposing experts, deposition testimony, trial exhibits and demonstrative aids, and live trial testimony. We are experienced in presenting complex financial conclusions in plain language that judges and juries can understand. We also serve as consulting experts for counsel who need a financial sounding board without disclosing our engagement to the opposing side.

When the matter calls for a neutral, we are available to serve as a jointly-retained neutral valuator or court-appointed expert, streamlining the valuation process and reducing costs for all parties.

Serving the Greater Orlando Area

Our practice serves attorneys and their clients throughout the Orlando metropolitan area, including Orange County, Seminole County, Osceola County, and Lake County. We regularly work with counsel and clients located in Winter Park, Lake Mary, Altamonte Springs, Kissimmee, Sanford, Ocoee, Apopka, Clermont, and Maitland. For matters where in-person meetings or courthouse appearances are needed, we accommodate your schedule in the Orlando area.

For clients located elsewhere in Florida or across the country, we offer fully remote engagement services. Distance is not a barrier to receiving the same high-quality forensic accounting and valuation work product we deliver to our local Orlando-area clients. All written reports, expert declarations, and exhibits are prepared to the same standard regardless of engagement location.

Why Work With Joey N. Friedman, CPA, ABV

Joey N. Friedman holds the Certified Public Accountant (CPA) credential in Florida and the Accredited in Business Valuation (ABV) designation issued by the American Institute of Certified Public Accountants — one of the most respected designations in the business valuation profession. 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 rely on our firm because we produce work that holds up under cross-examination. We explain complex financial concepts clearly, understand Florida court procedural requirements, and design our reports for challenge from the outset. Our testimony is calm, organized, and persuasive. We work efficiently to meet litigation deadlines and maintain proactive communication with counsel throughout every engagement.

Schedule a Consultation

If you are an attorney seeking a forensic accountant Orlando for a pending matter, or a business owner or individual who needs financial analysis for litigation or dispute resolution, we welcome your inquiry. Contact the firm to schedule a confidential consultation and discuss how we can help.

Phone: (954) 290-5657 | 282-9615

Frequently Asked Questions — Forensic Accountant Orlando

Do you provide forensic accounting services in Orlando, FL?

Yes. We serve clients and their attorneys throughout the Orlando metropolitan area, including Orange County, Winter Park, Lake Mary, Altamonte Springs, and Kissimmee. We also accept remote engagements for clients located elsewhere in Florida or across the country.

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

We support a broad range of civil matters pending in Orange County courts and the Middle District of Florida, including business valuation disputes, shareholder and partnership litigation, commercial damages claims, family law and 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 an Orlando 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 Orlando?

The specific documents depend on the nature of the matter. 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, we issue a tailored document request list so the collection process is focused and efficient.

Can you serve as a neutral expert or court-appointed expert in an Orlando 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, reducing costs and delays for all parties.