Advisory Services

Steps:

  • Meet.  Agree on advisory service purpose and cost.

  • Gather client information (financial information,  documentation, and interviews).

  • Assess information.

  • Create report and review with client.

An individual needing advice on business valuations and litigation services
A group discussing solutions for business valuations and litigation services

Overview:

I offer advisory services. Some examples include:

  • business consulting

    • how to grow company value (via business valuations)

    • financial forensics review​​

  • litigation advisory services

    • ​family law - divorce, arbitration, and mediation

    • domestic law - any combination of asset tracing, fraud examination, and/or business valuation ​is used

    • include third-party review of others' business valuations.

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