Valuations | Forensics | Litigation 

Whether you are separated or divorced and dealing with property and/or support issues, preparing a marriage contract, or negotiating a financial settlement, our team includes certified specialists in Family and Estate Valuations to help you understand what’s at stake.  A valuator with family and estate law experience can help all parties simplify and understand complex family-based issues.

Disputes arise between private company shareholders that sometimes necessitate the purchase or redemption of the shares of one party. This can be triggered through the terms of a shareholders’ agreement, a negotiated settlement or through litigation. Litigation between private company shareholders can trigger claims of oppression which also impacts available remedies. These disputes sometimes include allegations of impropriety or misappropriation. Our team’s unique valuation and forensic skillset is well-suited to provide the financial guidance necessary to assist in resolving such matters.

A critical component of many tax-planning strategies is a well-documented, supportable valuation analysis. Whether a company is conducting a reorganization, merger or acquisition, contemplating intellectual property migration, implementing gift and estate planning, developing transfer pricing documentation, or issuing additional stock, our team of dedication professionals possess the experience and knowledge to provide a supportable report.

The process of valuing assets and liabilities, especially intangible assets and goodwill, is becoming increasingly complex. Our team are experts in identifying and valuing intangible assets such as goodwill, software, customer lists, trade names, patents, etc., fair value assessments, purchase price allocations, as well as impairment testing. Incorporating the latest methodologies and practices, our team delivers fair value valuations that align with applicable financial reporting standards.

Most of us have insurance in order to provide financial protection against unexpected events that may interrupt business operations or our ability to earn income. Events that may affect your business and result in insurable losses may include: cyber breaches or damage from flood, fire, wind, etc. Events which may affect you personally include: motor vehicle accidents, slip and fall incidents, medical malpractice, etc.

Sometimes, the financial consequences are serious, and an insurance or litigation claim may result. Individuals and businesses become involved in claims in order to recover compensation for damage or injuries they have suffered. And the insurers or defendants who face such claims do so with equal interest in the eventual claim outcome.

We understand the needs of those involved in making a claim or defending a claim and design our claims valuation support to address each situation. Our clients desire a fair and timely resolution of the claim and, we ensure that our advice is objective and constructive.

Whether you require assistance uncovering or quantifying suspected fraud, or want to implement a preventative anti-fraud program, Crowe Soberman’s fraud and forensic accounting team have the necessary specialized investigative skills.
 
We have professional certifications that encompass accounting and auditing skills, investigations/forensic accounting, information technology and expert witness qualification. Our team is able to communicate in a clear, concise manner to management, document our investigation in a formal report, and testify in Court if necessary. 

Quantifying damages, determining business value, or assisting in forensic accounting reviews for commercial litigation or class action cases is a crucial and intricate process essential in securing fair compensation for all parties involved. Crowe Soberman possesses the expertise and resources required to offer the necessary assistance and support. We are often called upon to present complex financial aspects of a matter in a simple and understandable report.

Our team is experienced in handling family law-related matters with care and sensitivity.  We recognize the precarious nature of family disputes and the importance of presenting findings in a clear and concise manner, allowing the parties to concentrate on achieving resolution. We assist clients in various family law disputes, including issues related to valuation, income assessments, and asset tracing.

The use of a financial expert in Family law is not limited to the preparation of business valuations. We also address income for spousal and child support purposes (pursuant to the Federal Child Support Guidelines) where complex business structures otherwise complicate matters. In addition, we can assist with asset tracing analyses, preparation of family law Financial Statements (Form 13, 13.1), Net Family Property (NFP) statement, dependency, and support claims, and are qualified to provide expert testimony. 

Companies are constantly making investments to spur innovation. Investors and shareholders are investing more in intellectual property than in the past and, as such, irreparable damage can occur with IP infringement. The  V | F | L team is experienced in assessing and calculating financial remedies such as a plaintiff’s damages or disgorgement of the defendant’s profits.