I provide deposition and trial testimony supported by thorough research, evidence review, and credibility.

My testimony is firmly anchored in the four corners of the expert report, ensuring clarity, consistency, and defensibility under cross-examination.

My approach includes:

• Preparing comprehensive reports that map out the evidence, establish the narrative, and clarify the facts.

• The report is the foundation for deposition testimony, locking in key elements of the retaining attorney’s case theory.

• Supporting attorneys by transforming complex financial and operational issues into clear, understandable testimony.

• Creating credibility in the courtroom through concise, direct communication that resonates with judges and juries.

• Reducing the scope of uncertainty at deposition and trial, thereby limiting the effectiveness of cross-examination.

My testimony helps counsel maintain control over the narrative, making complex disputes more predictable and persuasive in front of the trier of fact.

Deposition and Trial Testimony

Litigation Support

I provide comprehensive litigation support services to attorneys and their clients in complex commercial disputes.

My role is to clarify financial, operational, and industry issues and present them in a way that strengthens legal arguments and withstands courtroom scrutiny.

My capabilities include:

• Reviewing financial statements, contracts, leases, production reports and transaction documents.

• Analyzing business operations, capital structures, and valuation issues.

• Assisting with discovery, including document review, data analysis, and preparation of interrogatory responses focused on the business issues involved with the case.

• Preparing clear demonstratives, timelines, and summaries of complex evidence and interlinking contracts.

• Supporting counsel with deposition preparation and strategy.

• Providing objective opinions on economic, operational, and regulatory matters.

My work helps attorneys focus on legal strategy while relying on accurate, credible financial and industry analysis to support their case.

My analysis is grounded in accepted economic and financial principles to withstand the scrutiny of deposition and trial.

I assist counsel in establishing causation, quantifying damages, and presenting conclusions in a manner that is clear, credible, and persuasive to the court.

My capabilities include:

• Evaluating whether claimed lost profits are attributable to the alleged wrongful act.

• Constructing “but-for” financial scenarios using historical performance, budgets, and industry benchmarks.

• Applying recognized methods, including the Before-and-After, Yardstick, Sales Projection, and Market Share.

• Calculating lost revenues net of avoided costs, with proper treatment of fixed versus variable expenses.

• Discounting multi-year losses to present value using accepted financial models.

• Conducting sensitivity and reasonableness testing to validate results.

• Preparing detailed reports and demonstratives that make complex financial issues accessible to judges and juries.

My analysis provides attorneys with a defensible framework for damage claims or rebuttals, backed by clear documentation and accepted methodology, assumptions, and supporting evidence.

Lost Profit Damages

Business Valuation

I provide professional valuation services for closely held businesses in litigation, shareholder disputes, estate and gift tax matters, divorce, and merger and acquisition transactions. My work follows recognized valuation standards and is designed to withstand the scrutiny of courts, regulators, and opposing experts.

My Valuation services include:

• Defining the purpose, standard of value and premise.

• Conducting thorough business, industry, and economic analysis.

• Reviewing and adjusting historical financial statements to normalize earnings and cash flow.

• Applying recognized approaches:

  • Income Approach (discounted cash flow, capitalization of earnings).

  • Market Approach (guideline company and transaction methods).

  • Asset Approach (adjusting assets and liabilities to fair market value).

• Considering discounts and premiums, including lack of marketability and lack of control.

• Reconciling results across approaches and delivering a clear, defensible conclusion of value.

• Preparing detailed valuation reports that explain assumptions, methods, and findings in plain, understandable terms.

My valuations provide attorneys, business owners, and courts with reliable, well-documented conclusions that support legal, financial, and strategic decision-making.

I provide accredited investors, family offices, and fiduciaries with due diligence services focused exclusively on non-public investments, including private funds, direct company investments, co-investments, and real estate syndications.

My work is designed to verify management credibility, validate financials, and ensure compliance with securities laws and industry regulations.

Due diligence services include:

• Reviewing offering materials such as Private Placement Memoranda, Limited Partnership Agreements, subscription documents, and side letters.

• Conducting background checks on sponsors and management, including litigation, lien, bankruptcy, and regulatory searches.

• Confirming regulatory compliance.

• Analyzing historical financials, normalizing earnings, and commissioning or reviewing Quality of Earnings reports.

• Evaluating industry outlook, customer/supplier concentration, and market risks.

• Reviewing entity structures, tax compliance, and intellectual property ownership.

• Assessing fund-level operations: audit quality, valuation policy, administrator, and custodian oversight.

• Identifying red flags such as undisclosed related-party transactions, or opaque fee structures.

• Preparing clear due diligence reports and investment memos that summarize findings and highlight key risks.

My due diligence services help attorneys and investors make informed decisions, reduce risk exposure, and establish defensible documentation to support capital allocation.

Due Diligence of Private Investments

Brokerage Services

I provide brokerage services for both investment-grade commercial real estate and closely held businesses, representing clients in acquisitions, dispositions, and strategic transactions.

My practice is balanced between seller representation and buyer representation, with a emphasis on buyer agency.

Capabilities include:

• Representing buyers in sourcing, evaluating, and negotiating acquisitions of income-producing private investments.

• Representing sellers in marketing properties or companies to qualified buyers, structuring competitive processes, and negotiating favorable terms.

• Preparing offering memoranda, financial analyses, and valuation assessments to support negotiations.

• Coordinating due diligence, including review of leases, contracts, operations, and financials.

• Structuring sale-leaseback transactions and recapitalizations to unlock value.

• Advising on tax-efficient strategies for disposition or acquisition.

• Leveraging industry expertise in cannabis, niche real estate assets, and privately held companies.

My brokerage services provide clients with trusted representation on both sides of the transaction, guided by a deep understanding of valuation, negotiation, and capital markets.