Forensic & Valuation Services PDF Print E-mail

In the face of dynamic business conditions and ever-expanding regulatory and legislative environments, companies, individuals, and attorneys increasingly have a need for first-rate litigation, valuation, and investigative services. Aronson & Company’s Forensic & Valuation Services Group can help you navigate the complexities of valuation and the financial and economic issues that arise in disputes.  The group is comprised of experienced professionals who are skilled in all phases of engagement delivery, including research, analytical modeling, and communication of conclusions. Not only are our specialists well-versed in valuation theory and the litigation process, they possess in-depth industry knowledge and a thorough understanding of accounting standards and tax regulations. The credentials held by our experts include: Certified Public Accountant (CPA); Accredited in Business Valuation (ABV); Certified in Financial Forensics (CFF); Certified Valuation Analyst (CVA); Master of Business Administration (MBA); and Juris Doctor (JD).

At A&C we have the ability to quickly staff and conduct engagements to meet client- and court-imposed deadlines. Plus, as part of a full service accounting firm, our Forensic & Valuation Services Group has the ability to leverage firm resources in other disciplines across numerous industry sectors.

Whether you are facing strict tax or financial reporting requirements, trying to resolve a dispute, or simply trying to make an informed business decision, the trusted advisors in our Forensic & Valuation Services Group can help you achieve a successful outcome.

FORENSIC SERVICES

The Forensic & Valuation Services Group at A&C assists clients and their counsel with difficult financial disputes and investigative matters. Our professionals have extensive knowledge in the areas of accounting, finance and valuation, and deliver superior hands-on service to clients ranging from individuals to large middle market companies. Our clients and their attorneys, including some of the most well-respected law firms in the area, rely on our aptitude for providing objective analysis and expert testimony.

Our team has the ability to sift through massive amounts of complex data in a cost-effective manner, and report solid conclusions supported by thorough analyses. At A&C, we place a special emphasis on presenting complex financial information in an easy-to-understand format. Litigation services we can deliver include:

  • Calculation of lost profits and lost business value damages
  • Increased cost claims
  • Asset tracing
  • Interpretation of accounting standards and tax regulations
  • Reconstruction and analysis of banking records
  • Business valuations
  • Pre-litigation reviews
  • Assistance with the interrogatory, document request and deposition phases of a case
  • Reviewing reports of opposing experts and helping counsel prepare for cross examination
  • Giving evidence before triers of fact Business valuations
  • Pre-litigation reviews
  • Assistance with the interrogatory, document request and deposition phases of a case
  • Reviewing reports of opposing experts and helping counsel prepare for cross examination
  • Giving evidence before triers of fact

Matters in which our Forensic & Valuation Services Group can provide assistance to litigants and their attorneys are shown below:

  • Construction and real estate contract disputes
  • Government contract disputes
  • Breach of contract and business interruption
  • Estate, trust and marital disputes
  • Stakeholder disputes
  • Purchase price/post-acquisition disputes
  • Bankruptcy and insolvency
  • Employment disputes
  • Intellectual property infringement

Our specialists can also evaluate losses in fraud or defalcation situations. Business and accounting improprieties, such as asset misappropriation, fraudulent financial reporting, and employee embezzlement, can wreak havoc on an organization. Situations such as these require proper investigative techniques and an in-depth understanding of the nature of the industry and its accounting and financial practices.

VALUATION SERVICES

Determining the value of a business, a business ownership interest, or an intangible asset may be necessary for a variety of reasons. Examples include compliance with IRC Section 409A for stock option plans, purchase price allocations and goodwill impairment tests required by financial accounting standards, and estate planning. In addition, potential investors and target companies often obtain valuations when considering merger and acquisition opportunities.

To properly plan a valuation engagement, there are many issues that must be considered by the analyst, including identification of the appropriate standard of value. Whether for tax purposes under the fair market value standard or for financial reporting purposes under the fair value standard, A&C can provide professional valuation services to meet your needs.

Companies and investors may need assistance from an independent valuation firm in the following situations:

  • Financial Reporting
  • Tax Planning & Compliance
  • Litigation & Dispute Resolution
  • Bankruptcy & Insolvency
  • Corporate Finance

Valuation engagements involve rigorous analysis and require the valuation specialist to exercise informed judgment. Valuation conclusions provide key insights to decision-makers and can have a material impact on tax liabilities, amounts reported in a company’s financial statements, or a monetary settlement in a dispute. As such, it is important to select a valuation firm that has experience working with companies like yours and that will carefully consider the facts and circumstances applicable to your organization.

A&C’s highly credentialed valuation team routinely delivers objective and well-supported valuations. Our valuation reports are designed to withstand intense scrutiny – whether it be from a company’s auditors in a financial reporting setting or from the IRS in a tax compliance setting. In addition, reports prepared by our Forensic & Valuation Services Group are commonly accepted as expert evidence in court proceedings.