I am a CPA & former Public Company Chief Accounting Officer
and a former CFO of multiple private companies.
My career combines technical accounting expertise with senior-level responsibility. I bring a business perspective to financial disputes—understanding the numbers behind every transaction, contract negotiation, and operating decision to determine the dollar amount behind business performance.
LITIGATION SUPPORT SERVICES
Financial Analysis & Record Review
Financial Analysis & Record Review
Financial Analysis & Record Review
I help attorneys analyze their clients' financial records to identify discrepancies, highlight issues/ inconsistencies, and areas requiring further examination. My insights and reporting help develop a defensible financial position for litigation and mediation.
TRUST & FIDUCIARY MATTERS
Financial Analysis & Record Review
Financial Analysis & Record Review
I am experienced in trust and fiduciary disputes. This financial structure has unique requirements and makes litigation document-intensive. I bring decades of expertise to unravel the complexities implicit in trust and fiduciary disputes, working closely with attorneys to prepare for mediation and litigation.
LITIGATION FINANCIAL ANALYSIS
Financial Analysis & Record Review
TRANSACTION & ACCOUNT RECONSTRUCTION
I Analyze financial information to develop a clear picture, identify schedules, make necessary calculations, and provide compiled support analyses for counsel.
TRANSACTION & ACCOUNT RECONSTRUCTION
TRANSACTION & ACCOUNT RECONSTRUCTION
TRANSACTION & ACCOUNT RECONSTRUCTION
I am able to reconstruct financial activity from incomplete, complex, or fragmented records. This allows for tracing of transactions across accounts and entities. These will be compiled in a clear reporting format for use in litigation activities.
OPPOSING EXPERT/ REPORT REVIEW
TRANSACTION & ACCOUNT RECONSTRUCTION
DAMAGES & FINANCIAL IMPACT ANALYSIS
I offer review of financial analyses and obtaining/ providing expert reports that support the data. These evaluate underlying assumptions and
calculations, identifying questions and illuminating inconsistencies that require further examination.
DAMAGES & FINANCIAL IMPACT ANALYSIS
TRANSACTION & ACCOUNT RECONSTRUCTION
DAMAGES & FINANCIAL IMPACT ANALYSIS
Calculation of outcomes start with clear analysis and quantifying any financial losses. These may including damages, lost profits, and other financial impacts that are involved in proceedings.