Economic Consulting & Valuation

Our economic consulting services value businesses, intangible assets, and economic interests for litigation, transactions, and regulatory matters, with data-driven inputs that hold up under scrutiny. They support our commercial litigation support, intellectual property litigation, and securities litigation support engagements. Valuation approaches follow standards published by the AICPA.

What our economic consulting services value

• Business valuation — cost, income and market-comparable approaches, with the reconciliation between them shown rather than asserted.
• Tangible and intangible assets — including real property and identifiable intangibles.
• Cost of capital — the discount rate, built up and defensible, because it usually drives the answer.
• ESOP and 409A — appraisals for plan and compensation purposes.
• EB-5 economic impact — job-creation studies to program requirements.

When counsel and owners engage us

• Sale of a business or private equity offer
• Shareholder and partnership disputes
• Mergers, acquisitions and exit planning
• Marital dissolution
• Estate and gift reporting
• Financing and funding applications

A valuation prepared for negotiation and one prepared for testimony are not the same document. Tell us which you need — the standard of value, the level of support and the exposure are all different.

What we need to start

For a conflict check, party names only. For a non-litigation valuation, the entity name is enough.

Then: three to five years of financial statements and tax returns, the cap table or ownership schedule, material contracts, and whatever forecast management actually uses.

Frequently asked questions

Litigation or transaction — does it change the work?

Yes, substantially. Standard of value, valuation date and the level of documentation all differ. A transaction valuation repurposed for trial is a common vulnerability.

Can the engagement stay consulting-only?

Yes. Say so at the outset and it changes what is put in writing.

What are your rates?

We send the rate schedule and a full CV with the proposal after the scoping call.