Independent Review of Opposing Financial Opinions
The Valuation Group reviews opposing expert reports, valuation conclusions, damages models, financial schedules, lost profits analyses, business valuation reports, discount conclusions, impairment claims, and other expert work product involving disputed financial issues.
Our work supports attorneys, business owners, insurers, claims professionals, mediators, arbitrators, and advisory teams that need to evaluate the reliability, supportability, and weaknesses of an opposing financial opinion.
Why The Valuation Group
An expert report may appear precise while relying on unsupported assumptions, incomplete financial records, incorrect normalization adjustments, flawed market data, inconsistent methodology, weak causation analysis, or conclusions that do not follow from the evidence.
We review the report from the ground up: the assignment, records relied upon, method selected, assumptions made, calculations performed, and whether the conclusion follows from the evidence.
We review business valuation reports involving closely held companies, ownership interests, professional practices, family businesses, shareholder disputes, divorce, estate and gift matters, buy-sell disputes, transaction-related matters, and other contested valuation issues.
Our review may address valuation methods, financial inputs, normalization adjustments, discount rates, market multiples, company-specific risk, discount conclusions, standard of value, premise of value, valuation date, and treatment of debt, cash, working capital, or non-operating assets.
We review damages models involving lost profits, lost business value, breach of contract damages, business interruption claims, insurance-related economic loss, fraud-related damages, intellectual property damages, and other claimed financial losses.
Our analysis may address revenue projections, margins, avoided costs, incremental costs, mitigation, causation, loss period, discounting, industry conditions, customer behavior, and whether the damages model is tied to the financial evidence.
The Valuation Group provides rebuttal analysis, consulting support, deposition preparation assistance, mediation support, arbitration support, and expert testimony assistance where appropriate.
Our work helps counsel identify issues for cross-examination, discovery, settlement evaluation, expert response, and litigation strategy.
In many matters, counsel needs an early read before committing to a full report. We can assist with preliminary review of valuation reports, damages schedules, financial models, and supporting records to help identify key issues, exposure, and areas requiring additional analysis.
Related Valuation Issues
Expert Witness & Litigation Support
Rebuttal work often leads to consulting support, report preparation, deposition support,or expert testimony.
Lost Profits Analysis
Lost profits models frequently require review of projected revenue, margin assumptions, avoided costs, mitigation, and causation.Business Valuation
Opposing valuation reports may require review of methodology, financial inputs, discount rates, market multiples, discounts, and conclusion of value.Discount Analysis / DLOC & DLOM
Disputes involving privately held ownership interestsoften turn on the supportability of control and marketability discounts.
