Valuation, Forensic & Litigation Services practice is a recognized industry leader. Our team is sought out by lawyers, trustees, regulatory agencies, insurance companies, and company management as subject matter experts.
Francis Tax experienced professionals quickly and confidentially assess complex situations, identify and evaluate evidence, investigate events, conduct interviews, and prepare supportable reports that can withstand assessments by regulators, courts, and other external stakeholders. Our team includes:
Regardless of which side you’re on, litigation is stressful. And the outcome of the case could severely impact your personal future and/or that of your firm. You need the best possible advice and credible insights to support your case. Legal counsel relies on Francis’s experienced accounting, consulting, forensic, and tax professionals for critical analysis and compelling expert witness testimony.
Complex disputes are common in today’s global business environment. Using financial acumen and technology, we help you untangle complicated financial transactions, reconstruct audit trails, prepare economic damages models, and provide expert witness testimony involving:
Francis Tax professionals are often engaged by attorneys representing plaintiffs or defendants as damages and financial experts in disputes involving infringement of copyrights, trademarks and patents, and theft of trade secrets. Our team members routinely:
Due to heightened regulatory and law enforcement scrutiny of business conduct and an increasingly litigious environment, corporations and their executives increasingly face criminal and civil litigation related to fraud and corruption. Francis Tax is often engaged by regulatory agencies, plaintiffs, and defendants in cases involving:
Francis assists in marital dissolution situations of all kinds, including high-profile cases involving parties with business and financial ties across a wide range of industries. Divorce can significantly alter the financial positions of everyone involved. Francis tax’s partners and associates strike just the right balance between compassion and pragmatic financial analysis.
Divorce settlements are financially complex – including possible tax ramifications, hidden income, asset protection considerations, and division of family-owned businesses, to name a few considerations. We’re at your side throughout the intense and difficult decision-making process, protecting your best interests at every turn. Services include but aren’t limited to:
Your Francis Tax team members have experience and credentials that help ensure your valuation is performed according to the highest standards in the industry, including:
Our valuation consultants are highly skilled at valuing closely held companies. Their experience, knowledge and insights mean you and your clients receive innovative, accurate and timely valuation solutions. We meet your valuation needs in the best and most cost-effective manner possible for situations including:
The starting point for any transaction negotiation is a fair and supportable valuation. Whether it’s for a merger or acquisition and related due diligence from the buyer’s or seller’s perspective, or important estate or family-owned business planning, our professionals deliver independent and thorough valuations for:
When valuing a business in connection with a taxable estate, our team uses valuation and estate planning skills to anticipate issues the Internal Revenue Service may raise in advance of filing the estate tax return. We’ve performed many business valuations for estate, gift and tax purposes that range from $1 million to hundreds of millions.
We know from experience the records to request, questions to ask, and documents and trends to analyze. Our litigation experience prepares us for an adversarial action regarding a business valuation. Our team delivers a valuation we can present, explain and support under even the most rigorous scrutiny – in court, with tax authorities, or in acquisitions and other corporate negotiations.
Regardless of why you need a business valuation, Francis Tax applies our years of experience, practical knowledge and technical skills to deliver a supportable valuation opinion. Our valuation expertise is complemented and enhanced by our staff of CPAs, providing quality, real-world accounting and business advice to real companies with real problems. This adds value throughout the process, enabling us to provide you with first-class professional service not only in our valuation services, but also in services related to your accounting, business and tax consulting needs.
Francis Tax has earned a stellar reputation for our dedication to client service and specialized expertise across a wide range of industries. In addition to our expertise in the specialized areas discussed above, our experience also includes valuations related to:
