Forensic Accounting & Business Valuation Services Overview

How Attorneys, Business Owners, and Individuals Use This Firm

Quick Answer

Joey Friedman CPA PA provides forensic accounting, business valuation, economic damages, expert witness, guardianship, divorce, estate, and financial-dispute support for attorneys, business owners, spouses, fiduciaries, and individual litigants.

Engagements begin by defining the financial issue, identifying the records, choosing the right service path, and clarifying whether the work product is investigative, valuation-related, damages-related, testimony-related, or decision-support oriented.

Attorneys, business owners, spouses, fiduciaries, and individual litigants often arrive with different questions, but the engagement starts the same way: define the financial issue, identify the records, choose the right service path, and clarify the work product needed.

About the Firm and Service Scope

Joey Friedman, CPA, ABV, MAcc, MIB serves as a financial expert, valuation analyst, and testifying expert witness in civil, family, probate, business, and financial-dispute matters. The firm works with attorneys, business owners, fiduciaries, and individual litigants when the matter involves hidden assets, disputed business value, economic loss quantification, or financial oversight of an estate, guardianship, or business.

Forensic Accounting

Asset analysis · Fraud investigation · Financial tracing

Use forensic accounting services when a matter involves hidden assets, undisclosed income, financial statement fraud, business asset tracing, or suspected embezzlement, with work product that can support negotiation, mediation, arbitration, settlement, hearing, trial, or another decision-making setting.
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Business Valuation

Fair market value · Equitable distribution · Shareholder disputes

Engage the business valuation service when a dispute requires a defensible opinion of value for a closely held business, professional practice, or ownership interest. Typical contexts include marital dissolution, shareholder/partner disputes, estate and gift tax matters, and buy-sell agreement enforcement. Work product includes a written valuation report prepared under applicable professional standards, with supporting materials and presentation available for negotiation, mediation, arbitration, hearing, trial, settlement evaluation, or another decision-making setting as the matter requires.
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Economic Damages

Lost profits · Lost earning capacity · Commercial harm

Economic damages analysis is appropriate when the claim involves quantified monetary harm - lost business profits, lost earning capacity, diminished value, or other calculable economic injury - and can support negotiation, mediation, arbitration, hearing, trial, settlement evaluation, or another decision-making setting.

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Expert Witness & Litigation Support

Expert testimony – Arbitration – Mediation – Financial dispute support

Use expert witness and financial dispute support when a matter requires financial testimony, rebuttal analysis, record review, or a clear explanation of disputed financial issues for negotiation, mediation, arbitration, hearing, trial, settlement, or another decision-making setting.

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Financial Expert Service Selection FAQ

Which service fits a financial dispute?

The right service depends on the financial question, available records, intended work product, and decision context.

How do attorneys, business owners, and individuals choose the right service?

Attorneys typically engage based on the type of financial evidence at issue and the deliverable required—forensic report, valuation report, damages analysis, or expert testimony. Business owners and individual litigants often benefit from an initial consultation to identify which service path fits their matter and what records will be needed.

Can more than one service apply to the same matter?

Yes. Many matters involve overlapping financial issues. A marital dissolution may require both forensic accounting to identify hidden assets and business valuation to value an ownership interest. A commercial dispute may involve both economic damages analysis and expert witness testimony. The firm can advise on the appropriate service path after a confidential consultation.

What is the typical work product?

Work product varies by service and includes written reports, analyses, supporting materials, and financial presentations, with the appropriate format and scope determined by the financial question, intended use, and decision-making context.

Guardianship Litigation Services

Guardian accounting · Fiduciary review · Financial report preparation

Use guardianship financial review when families, fiduciaries, or counsel need forensic review of guardian accountings, disputed transactions, or financial records related to a ward’s estate.
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Discuss the Right Financial Expert Service for Your Matter

Whether you are counsel, a business owner, a fiduciary, or an individual trying to understand disputed records, damages, value, or tracing issues, contact the firm for a confidential consultation about the service path and records your matter may require.

Florida Counties — Forensic Accounting and Business Valuation Hubs

Joey Friedman CPA PA serves clients throughout Florida. For county-specific forensic accounting and business valuation engagement details, see:

Additional Florida Counties — Recently Added Hubs

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