Financial Investigation
Reviewing financial books and records for issues such as:

• Business economic loss due to contract disputes, construction claims, product liability claims, and intellectual property infringements
• Insurance claims resulting from property loss, business loss, and personal injury
• Marital dissolutions that require tracing, locating, and evaluating assets
• Occupational fraud
• Shareholder and business partnership disputes

In addition to reviewing the books and records, financial investigations include interviewing certain personnel and persons of interest, understanding and testing related business controls, identifying areas of financial risk, and quantifying economic loss.


Forensic Accounting
Analyzing the data and circumstances of a specific event to assess the resulting financial impact. 


Financial Statement Reconstruction
Obtaining and organizing data that accurately reflects the historical financial activity of a business entity and summarizing that data into comprehensive and fully supported financial statements.


Litigation Support
Providing assistance to legal counsel representing clients in matters that include an element of economic loss. Litigation support services include fact finding and discovery; managing case documents; calculating economic loss; preparing exhibits and expert reports for mediation, arbitration, or trial; assisting legal counsel in preparing for deposition testimony; and providing expert testimony.

The financial expert in a litigation support role generally takes a position on alleged economic loss, and supports that position with written and oral testimony. The financial expert will also review an opposing expert's report to identify the strengths and weaknesses of that expert's opinion. Any case involving financial investigation can escalate to litigation.