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Forensic and Litigation Services

Delivering on All Counts

Ensuring company assets are safe and financial information is accurate are crucial factors as businesses come under increased pressure to satisfy stakeholders. With more than 65 years of expertise in legal disputes and investigations, we provide the tools and support to examine fraud, investigate embezzlement, assess damages and analyze financial information for use in lawsuits. Our credentials include certifications in fraud examination and financial forensics, and our team members are actively involved in developing forensic accounting and valuations standards of practice.

Attorneys and Law Firms

Attorneys and Law Firms

Insurance Companies

Insurance Companies

Business Owners & CEOs

Business Owners & CEOs

Forensic & Litigation Support Services

Fraud Examination and Investigation

Forensic Accounting

Our Forensic Accounting & Investigation services provide attorneys and organizations with clear, credible insights into financial irregularities and disputed transactions. We examine accounting records, operational data and financial activity to identify inconsistencies, assess allegations of wrongdoing and reconstruct events with accuracy. Our team analyzes complex data sets, uncovers patterns and delivers findings that support legal strategy and informed decision making.

We assist clients with fraud investigations, internal reviews, regulatory inquiries and commercial disputes. Our professionals apply established forensic methods, strong documentation practices and a disciplined investigative approach to ensure every conclusion is supported by evidence. Whether evaluating financial statements, tracing assets or reviewing potential misconduct, we provide objective analyses that hold up under legal examination and equip counsel with clear, defensible findings.

Damage Measurement

Damage Calculations

Accurate damage measurement is central to developing strong legal strategies and achieving favorable case outcomes. Our team conducts rigorous financial analyses to quantify economic loss, evaluate business interruption and assess the financial impact of alleged actions. Using established economic and accounting methodologies, we translate complex financial data into clear  findings that support attorneys in litigation, arbitration, mediation and settlement negotiations.

We evaluate lost profits, diminished business value, operational disruptions and asset impairment with precision and transparency. Our professionals deliver objective assessments supported by robust analytical models and thorough documentation, ensuring that damage conclusions are defensible, transparent and ready for use in litigation or negotiation settings.

Business Valuation

Valuation Services

Our valuation services support attorneys and businesses involved in complex disputes by providing defensible assessments of business value, asset value and financial interests. We evaluate financial performance, market conditions, industry trends and company-specific risks to determine value for matters such as shareholder disputes, business interruption claims, alleged misconduct and contested transactions. Our analyses follow recognized valuation standards and are supported by thorough documentation to ensure transparency and objectivity.

In litigation, valuations often help quantify economic impact and inform case strategy. Our professionals prepare valuations for expert reports, mediation, arbitration and trial testimony, and we work closely with counsel to review and challenge opposing expert approaches. Whether determining fair market value, fair value, or diminution in value, we apply disciplined methods and industry expertise that result in valuations that are well‑supported, methodologically sound and trusted in both transactional and dispute contexts.

Litigation Support

Litigation Support

Our litigation support services provide attorneys with credible financial and operational insights needed to strengthen case strategy and navigate complex disputes. We analyze financial records, evaluate compliance and regulatory considerations, reconstruct transactions and translate technical accounting or operational issues into understandable findings for legal teams. By delivering objective, well‑documented analyses, we help counsel assess the strengths of their case, prepare for discovery and identify key issues that may influence litigation outcomes.

Whether supporting early case assessment, assisting with expert reports, or preparing materials for deposition or trial, our professionals work closely with counsel to ensure accuracy, clarity and defensibility. We bring a disciplined and methodical approach to every engagement, equipping attorneys with rigorous analysis, reliable documentation and insights that remain credible throughout the litigation process and procedural challenges.

Expert Testimony

Expert Testimony

Our expert testimony services provide attorneys with objective and defensible insights on complex financial, operational and analytical matters central to litigation. We translate intricate data, methodologies and technical issues into accessible explanations that support judges, juries, arbitrators and regulatory bodies in understanding key elements of a case. Whether the matter involves financial disputes, internal controls, business operations, economic damages or forensic analyses, our experts deliver well‑reasoned opinions grounded in evidence and supported by recognized professional standards.

From expert reports and rebuttal analyses to deposition and trial testimony, we bring clarity, credibility and precision to each stage of the litigation process. Our professionals have decades of experience in presenting findings and responding to cross‑examination, ensuring that every opinion is thoroughly documented and clearly communicated. We help attorneys strengthen case strategy, reinforce arguments and communicate complex issues with confidence.

Mergers and Acquisitions

M&A Transaction Disputes

Our M&A Transaction Disputes services support attorneys and stakeholders involved in contested transactions, post‑acquisition conflicts and deal‑related litigation. We assess deal pricing, financial performance, transaction terms and the assumptions underlying each party’s position. Our team reviews financial models, quality of earnings, representations and warranties, purchase price adjustments, earnout provisions and other factors that influence value at the time of the transaction.

M&A valuations often play a key role in determining economic impact and identifying areas of disagreement. We assist with matters involving alleged misrepresentation, working capital adjustments, breaches of contract, post‑closing disputes and issues related to business performance. Our professionals prepare analyses for expert reports, mediation, arbitration and trial, and we frequently evaluate opposing expert methodologies. With disciplined analysis and strong documentation, we provide objective insights that are evidence‑based and effective in contested transaction environments.

Healthcare Compliance & Litigation

Our Healthcare Compliance and Litigation services provide attorneys and organizations with the insight needed to navigate complex regulatory disputes. We review billing, coding, documentation, reimbursement practices and operational workflows to help counsel understand how regulations apply in real world healthcare settings. Our team evaluates alleged violations, assesses compliance programs and identifies risk areas, giving legal teams objective, evidence-based support during investigations, audits, arbitration and litigation.

We also provide expert testimony that explains healthcare regulations and payer requirements in succinct terms for courts, regulators and arbitration panels. Our experts deliver unbiased, well supported opinions informed by recognized standards and practical industry experience. From Medicare and Medicaid requirements to commercial payer policies, we offer data‑driven analyses that are clearly articulated and effective in addressing regulatory and enforcement scrutiny.

OUR Forensic and Litigation Support ADVISORS

Matt Stelzman

Principal, Litigation & Valuation Advisory Leader

Kevin Bennett

Principal, Forensics Leader

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