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Business Valuation and Litigation Services

Whether we are performing a business valuation for an owner considering a sale or merger, an attorney establishing a value for a client, a bank tracking performance for an estate, trust or commercial loan or a professional whose reliance on the worth of a business is critical, an accurate valuation of a business is essential. The analysis, methodology, and judgment of the professionals performing the valuation must be independent, irrefutably sound, accurate and able to withstand the most demanding scrutiny. Our team of valuation experts meets and exceeds these standards of professional excellence. Our years of experience and skills in this area, together with our extensive courtroom experience, provide the confidence and assurance that our clients and their attorneys can depend upon.

Our Mission Statement

The Business Valuation and Litigation Services Group provides independent, high quality valuation and other financial analysis based on thorough research, technical expertise, appropriate methodology and sound judgment which is communicated clearly and delivered in a timely and effective manner. Our unbiased approach and experience in business valuation, litigation services, and trial testimony make us recognized and highly respected.

Services We Provide

We provide business valuation services for:

• Divorce
• Estate, Gift and Tax Planning
• Structuring and Evaluation of Buy/Sell Agreements
• Mergers and Acquisitions
• Succession Planning
• Family Limited Partnerships
• Reorganizations / Workouts
• Bankruptcy

We also provide a full range of litigation support services that can be vital to the settlement of a variety of disputes, in determining fraud, or assessing values in the event of damage to, or destruction of a business.

We provide forensic accounting and litigation support services for:

• Fraud Determination
• Search for Unreported Transactions and Assets
• Damage Quantification, Including Lost Profits
• Assistance in Settlement Negotiations
• Expert Witness Services
• Preparation of Court Exhibits
• Consulting Expert
• Testimony Expert
• Family Law Related Issues

Experience / Types of Industries Reported Upon

We have experience in a wide range of valuation engagements; a representative summary of the businesses we have analyzed includes:

• Manufacturing Companies
• Distribution Companies
• Professional Services Firms
• Physician Practices
• Accounting Firms
• Law Firms
• Insurance Agencies
• Construction Firms
• Automobile Dealers
• Family Owned Businesses
• Agribusiness
• Start-up Enterprises

Many of our engagements require us to provide expert testimony in depositions and court hearings. We have a significant amount of experience in providing such testimony and take pride in providing independent third party analysis and reporting of sometimes-difficult valuation issues. We break down the components of our analysis in a manner that allow the judge and jury to clearly understand and analyze critical issues, factors, and conclusions.

Our Group of Professionals

Our Business Valuation and Litigation Services team includes specifically trained professionals whose focus is limited to these areas of our practice. We invest in our skills bank, by enrolling our staff in a significant number of continuing education courses during the year to sharpen our skills and keep abreast of rapidly emerging hot issues!

We have professionals who hold credentials of ABV (Accredited in Business Valuation) and CVA (Certified Valuation Analyst), demonstrating our commitment to professionalism and Being The Best!

• Thomas J. Sponsel, CPA\ABV, CVA
• Jason S. Thompson, CPA\ABV, ASA, CFE
• Mark Hughes, CPA
• Susan Hunsinger

Resources

Our Business Valuation and Litigation Services Team is backed by a complete library of valuation, accounting and tax reference materials, automated resources, and comprehensive valuation software.

We are members of the Financial Consulting Group and CPA Associates International, giving us access to a network of expert knowledge from around the world.

Certifications

We are members of the Financial Consulting Group (FCG), an affiliation of nationally recognized Business Valuation leaders pooling their resources to expand our capabilities and experience. Our affiliation with FCG gives us access to unlimited professional resources, supporting our ability to provide business valuation services to a broad range of companies and industries.

CPA Associates International is a full-service international association of certified and chartered accounting firms that provide clients with professional accounting, auditing, tax and a variety of consulting services. Each member firm preserves its autonomy and yet is part of and can draw on our international network to better serve their clients.

We Deliver

We understand that litigation engagements can take unanticipated twists and turns, requiring you, the attorney, to retain litigation support as you deal with a rapidly approaching trial date. We hustle for our clients when the need arises.

Turnaround Time. Recently, we were retained in an engagement that required a significant amount of work in the relatively short period of time of three days. We were retained, hustled and completed our work on time.

Contact us today. We always appreciate your comments and questions.

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