Valuation and Forensic Accounting

Valuation and Forensic Accounting

Business Valuation Services

Business Valuation Services

Providing You With Values and Analysis That Meet the Scruiny of Your Partners and Adversaries

Business valuation is about more than putting a value on your ownership in a company – it’s about understanding what drives that value. Our approach to valuing your business will pass the skepticism of your adversaries and allow you to rest easy whether the valuation is the subject of negotiation in the sale of your business or supporting a value on a tax return or audited financial statement.

A fair and accurate valuation in compliance with recognized professional standards is a must in today’s highly litigious environment. VisionPoint Consulting Group will deliver a written report supported by expert testimony that will stand up to the closest scrutiny. Our team has the credentials and experience to provide you with a well reasoned approach to determining your business’s value, communicated in a clear and succinct manner, and utilizing methodologies and assumptions that are commonly used in the profession.

The goal of our valuation team is to provide you with a high quality report that you can rely upon. Our team is well experienced and has worked on hundreds valuation issues many of which have been tested in court. Our clients have relied on our reports for many purposes including:

  • Estate & Gift Tax Filing and Planning
  • Expert Valuation Testimony
  • Merger & Acquisition Consultation
  • Litigation, Arbitration and Mediation Support
  • Business Exit and Succession Planning
  • Buy/Sell Agreement Support
  • Due Diligence and Transaction Structuring
  • Financial Reporting, Modeling and Forecasting

We work with our clients’ individual needs and resources to deliver the report that you need. We can deliver our report in one of many formats including a Full Appraisal Report, Limited Scope Report or Calculation Value Report.
Please Contact us today to discuss your valuation needs and we will help you identify a solution that meets your needs.

Litigation Support Consulting Services

Litigation Support Consulting Services

Expert Analysis and Insight For Contested Complex Financial Matters

Effectively proving or defending damage issues, whether simple or complex, is the key to prevailing in a litigious environment. Identifying and retaining the right expert can make the difference between success and disaster in litigation. A qualified expert with outstanding communication skills and a keen eye for value can provide a competitive edge for you. That translates into faster, more economical and desirable outcomes.
We have the right Litigation Support Consulting team to give you the edge in your litigation matter. Our team has been working with counsel and clients for over a decade to resolve complex claims and disputes. Our team of highly trained, experienced and recognized professionals include licensed CPA’s, professionals recognized by the American Institute of Certified Public Accountants as having attained a specific level of expertise in matters of valuation and forensic accounting and who have the experience to perform at a high level in your litigation matter.
Our team stands ready to assist you in the role of a consulting expert, testifying expert or research consultant. Commonly our service offerings support litigation in the following functional areas:

  • Business Valuation
    Utilized in litigation matters related to marital asset divisions, buy/sell agreements, mergers and acquisitions, damage calculations, insurance assessments and other financial matters that have impacted the value of a business.
  • Divorce, Custody and Domestic Relations
    Support litigation team in determinations of income for child support, alimony and interim asset division. Search and location of hidden assets, identification of undisclosed income sources and other facts that should be considered in the court’s determination. Support is also provided for advice on tax matters, documentation of separate property and valuation of closely held business interests.
  • Dynamic Operating Budget Models
    Budget models that are built and substantiated by the true costs, volumes and drivers of financial performance change the budgeting process from one of debating around increases from prior year to one focused on results and outcomes. The SALY (Same As Last Year) approach to budgeting does not address the business needs of an organization.
  • Personal Injury
    Calculation of punitive and compensatory damages caused by personal injury. Our team of economic damage experts can supply exhibits and reports to support the court in rendering its judgment of damages.
  • Commercial Disputes
    Our team will provide services to the litigation team that support the case including damage assessment, claim preparation, discovery, and case management. These services commonly includes analysis of complex financial information, development of expert opinions documented in a written report, followed by written and oral testimony. Our team’s expertise can assist you with commercial matters including:
  • Insurance Claims
  • Professional Malpractice
  • Franchise Disputes
  • Breeches of Contract
  • Post-Acquisition Disputes
  • Securities
  • Forensic Accounting and Fraud Investigations
    Services include the tracing of assets and records to determine the value of misappropriated or destroyed assets. Our services involve the assessment, detection, identification, damage quantification and reporting for fraud schemes. Our experts are prepared to support their written reports with testimony in court. These services may also involve the preparation of proof of claims for insurance and the work necessary to support civil and criminal complaints. We also provide fraud prevention and fraud risk assessment services to improve your control environment and deter fraudulent activity.
  • Contact us today to discuss your matter in confidence and we will design a plan that provides you with the resources you need for the best outcome in your litigation.