Litigation Support

While we don’t spend a great deal of time testifying at trial, we prepare every report to withstand the closest judicial scrutiny.  When a matter can’t be mediated or settled, we stand ready to defend our work product as expert witnesses.

  • We have served as court appointed-experts, and we have testified on behalf of the Federal Government.
  • Civil matters have taken us to Connecticut, New Hampshire, Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, South Carolina, Florida, Alabama, Kansas, Missouri, Oregon and California.
  • Our experience runs the gamut, from matrimonial (see Anzalone v Anzalone – PA) to corporate (Gerzoff v. Coons – NY) to high-profile Tax Court cases (The Estate of Joseph H. Lauder v Commissioner).
  • The latest published decision involving our expert testimony reflected a valuation that was accepted without change by the trial judge presiding over an acrimonious shareholder dispute.
  • We were recently retained by a taxpayer’s litigation and tax counsel to value a nationally known distributor of consumer products in a matter headed to the U.S. Tax Court. Their client was able to reach a favorable settlement due, in part, to our report (i.e., our direct testimony).
  • Matrimonial litigation often involves an appraisal of the working spouse’s business at the inception of the marriage. Although retrospective appraisals are anything but routine, in 2011 our team of experts successfully valued a controlling interest in a Wall Street broker-dealer as of 1991, facilitating settlement of the case.

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