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Expert Witnesses & Forensic Consultants Directory

Business Valuation

Business Valuation Expert Witnesses determine the value of ownership interests for matters in litigation, including owner disputes, economic damages, and property settlement issues in divorce. Those professionals profiled in this expert witness directory may provide written opinions on any aspect of business valuation and appraisal, including issues of fair market value, eminent domain, economic damages, lost profits, dissenters’ rights, intangible assets, trademarks and patents, goodwill impairment and lost earnings.

These valuation professionals may provide expert witness testimony on intrinsic value, invested capital and liquidation value, as well as related matters. They may also consult in matters of business appraisal methodologies, including income, asset-based and market approaches to valuations, as well as the Business Valuation Standards (BVS) of the American Society of Appraisers (ASA), American Institute of Certified Public Accountants (CPA/ABV), and the National Association of Certified Valuation Analysts (NACVA).

 
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Randy A. Sugarman, CPA, CFF, CFE, CIRA — Sugarman & Co.

Provides expert witness and forensic accounting services including: damage calculations; lender liability; lost profits; preference analyses; fraudulent conveyances; business interruption; cash flow analyses; partnership dissolution; business valuations
San Francisco, CA

Keith C. Stoneking CPA, CFF, Family Law Mediator

Provides litigation services in family law, business acquisitions, business valuations, tax fraud, fraud and accounting matters. Acts as a mediator, neutral evaluator, consultant/expert in family and civil mediation cases.
Sausalito, CA
Areas of Expertise: Accounting & Auditing
Tel: (415) 332-3064
Limited public information. For more, contact us.

Jeffrey Scott Hunter, CPA, ABV, CFE, CVA, CIA — Hunter & Renfro, LLP

Provides forensic accounting and litigation support in complex financial and accounting issues, including family law issues. Services include: Trust and Fiduciary Accounting; Business Valuation; Tracing; Apportionment; Fraud Analysis
Sacramento, CA
Areas of Expertise: Forensic Accounting
Tel: (916) 443-5670
Limited public information. For more, contact us.

John P. White, MBA, CPA/ABV, CFF, CBA, CFE, ASA, CrFA

Provides forensic analysis of financial records, calculation of economic damages, lost profits and breach of contract damages calculations, and business valuation services, with experience in financial modeling and fraud detection.
Scottsdale, AZ
Areas of Expertise: Forensic Accounting
Tel: (602) 229-1280
Limited public information. For more, contact us.

Cathie M. Cameron, CA, CPA, CMA, ABV, CFF, CGMA — Ness Consulting, LLC

Expert witness in: business damages; accounting-forensic accounting; business valuation; economics; damages calculation; fraud analysis; lost profits; lost earnings; personal injury; wrongful death; wrongful termination; breach of contract
Tempe, AZ
Areas of Expertise: Economic Damages
Tel: (480) 247-9099
Limited public information. For more, contact us.

Celeste K. Plaister CPA/CFF/ABV

Over 15 years’ forensic accounting and expert witness experience including business valuations, economic damages, lost profits, construction defect claims, labor disputes, personal injury, marital disputes and family law, and trust and estate matters.
Healdsburg, CA
Areas of Expertise: Forensic Accounting
Tel: (707) 431-7422
Limited public information. For more, contact us.

Joan Sturges, CPA, CFE, CVA, PI

CPA provides range of accounting services, including forensic accounting, fraud/embezzlement examinations, funds tracing, hidden assets discovery, business valuation, appraisals, tax issues. Licensed private investigator. Experienced expert witness.
Kelseyville, CA

Susan L. Heisey, CPA, ABV, ASA — D.L. Heisey Co., Inc.

Provides business valuation services in federal estate, gift tax valuation, SFAS 141/142, and litigation matters, including expert witness opinions and trial testimony, experienced in Federal and State courts
Parker, CO
Areas of Expertise: Business Valuation
Tel: (303) 261-2026
Limited public information. For more, contact us.

Jay Sickler, CPA/ABV, ASA, CFF — Cogence Group P.C.

Provides expert witness testimony and opinions in the areas of economic loss/damages analysis, forensic accounting, and business valuation
Portland, OR
Areas of Expertise: Forensic Accounting
Tel: 503-467-7900
Limited public information. For more, contact us.

Gilbert Valuations

Business Valuation, over 400 businesses valued in the last 10 years. Intellectual property valuation. Litigation support including lost profits.
Portland, OR
Areas of Expertise: Business Valuation
Tel: (503) 276-1463
Limited public information. For more, contact us.

Merrimack Business Appraisers

Experienced in US businesses under $100 million in invested capital focused on business value for tax, dispute, damages, and transfers.
Portland, MA

Keith H. Meyers, CPA, ABV, CFF — Perkins & Company, PC

CPA, 30 yr, in business valuation and litigation support practice, specializing in tax consulting, advising closely-held businesses and succession planning, serves as an expert witness, incl. issues of business damages, lost profits, forensic accounting.
Portland, OR
Areas of Expertise: Accounting & Auditing
Tel: (503) 221-7579
Limited public information. For more, contact us.

Serena Morones, CPA, ASA, ABV, CFE — Morones Analytics, LLC

Serena Morones and the firm Morones Analytics, provide business valuations, analysis of financial damages, fraud investigation services, including data analytics. Ms. Morones and her staff testify in support of their opinions.
Portland, OR

Steven J. Shuster, CPA/ABV/CFF/CGMA, CVA, FCPA — Shuster & Company, PC

Provides forensic accounting, divorce financial consulting and business valuation. 58 year exp., including: Expert Testimony; Economic Damages & Lost Earnings; Divorce; Bankruptcy; Fraud Analysis; Shareholder/Partner Disputes. - sshuster at shuco.net
Centennial, CO

Lenore D. Romney, CPA, CFE, CVA

Forensic accounting and fraud investigation expert witness, provides litigation support in business valuation, earning capacity, present value, life care plan valuation, FERS, CSRS, PERS, internal controls, commercial damages, personal injury damages
Spokane, WA
Areas of Expertise: Forensic Accounting
Tel: (509) 850-9632
Limited public information. For more, contact us.

Ted Phelps FVLS Consultancy

Experienced Forensic Accountant, Investigator, Fiduciary providing services in the areas of business valuation, damage modeling, fraud investigation, litigation services and expert testimony.
Spokane, WA

Mark R. Newton, CPA, ABV, CFF — Hagen, Streiff, Newton & Oshiro, PC

Economic damages specialist, with 30+ yr in forensic accounting and economics, experienced expert witness in damages from business interruption, construction defect, business valuation cases, intellectual property infringement, property loss, etc.
Seattle, WA
Areas of Expertise: Economic Damages
Tel: (206) 447-3338
Limited public information. For more, contact us.

John Seright MSA, CPA/ABV, CVA, MAFF

Certified Valuation Analyst and a Certified Forensic Financial Analyst, experienced in 160+ valuations in a variety of industries, including family limited partnerships. Member, Institute of Business Appraisers and a Certified Business Appraiser
Lubbock, TX
Areas of Expertise: Business Valuation
Tel: (806) 744-3333
Limited public information. For more, contact us.

Crandall & Brackett, Ltd.

Provides business valuation and business valuation training on a global basis, focusing on business equity issues such as intangible assets, estate and gift taxation, stock options, family limited partnerships, and financial reporting.
Seattle, WA

Carroll Schumann, CPA, CVA, CFFA — C. P. Schumann & Co., P.C.

CPA, Certified Valuation Analyst and Certified Forensic Financial Analyst provides business valuation, litigation support and expert witness services in forensic accounting, fraud, estate planning, tax services, financial accounting and related areas.
San Antonio, TX
Areas of Expertise: Business Valuation
Tel: (210) 736-3955
Limited public information. For more, contact us.

Edward C. Fowler, CFA, ASA, MAFF — Financial Valuation Services, LC

Business valuation professional provides appraisal, valuation and expert witness services, incl. issues of: fair market value; fair value; economic damages; lost profits; dissenters’ rights; intangible assets; trademarks; patents; M&As; options; etc.
Austin, TX
Areas of Expertise: Business Valuation
Tel: (512) 823-1215
Limited public information. For more, contact us.

Steven C. Hastings, MBA, CPA/ABV/CFF, CGMA, ASA, CVA — ValueScope, Inc.

MBA, CPA/ABV/CFF, CMGA, ASA, CVA, former Finance Commissioner of Texas, 25+ years of experience, provides business valuations and litigation support in matters of: financial fraud, damages, losses, intellectual property, statistics, taxation.
Southlake, TX

Larry Bradford, CPA

Forensic accounting and business valuation specialist provides expert witness and litigation support services: court appointed valuations; minority shareholder disputes; damage assessments; valuation reports critiques; bankruptcy; divorce; IRS disputes
Austin (Westlake Hills), TX

David N. Fuller, CFA, ASA — Value Incorporated

Chartered Financial Analyst, Accredited Senior Appraiser and qualified expert witness in valuations and economic analyses of businesses, assets and securities, and determination of economic loss/damages. Experienced in a broad spectrum of industries.
Irving, TX
Areas of Expertise: Business Valuation
Tel: (972) 831-7907
Limited public information. For more, contact us.

William A. Barnard, CPA/ABV/CFF, ASA, CBA, JD. Tax/Valuation Partner. Moss Adams

Provides valuations of closely held stock and partnership interests, businesses (professional and medical) and litigation support for tax compliance issues, economic damages and lost profit calculations.
Dallas, TX

William H. Frazier, ASA — W. H. Frazier & Co., Inc.

I am nationally known regarding estate and gift tax valuation of closely-held businesses and have testified in a number of landmark Tax Court cases. My skills in testifying are well suited for commercial litigation and other types of disputes.
Dallas, TX

Karl Weisheit, CPA, CFF, CVA

CPA, Certified Valuation Analyst and Financial Forensics, specializing in financial damages related to business interruption, business valuation, commercial litigation, construction claims, delays and defects, consequential damages, contractual disputes,
Addison, TX
Areas of Expertise: Business Valuation
Tel: (540) 546-2158
Limited public information. For more, contact us.

Ray Sheeler, CPA, — Hill Schwartz Spilker Keller LLC

Provides valuation and litigation consulting for valuations of businesses and underlying tangible and intangible assets, for transaction, tax, finacial reporting, and litigation purposes.
Dallas, TX
Areas of Expertise: Business Valuation
Tel: (214) 741-5360
Limited public information. For more, contact us.

Steven Smathers, JD

Business Valuation/Corporation Expert Witness, 26+ yr, experienced in acquisitions/mergers, feasibility, valuation and insolvency. Adjunct faculty, Corporate Finance & Acquisitions, SMU, 12+ yr. Merchant bank managing director, 10+ yr. Licensed TX, PA
Dallas, TX
Areas of Expertise: Business Valuation
Tel: 214-871-7227
Limited public information. For more, contact us.

Bryce Erickson, ASA, MRICS

Business valuation expert witness, 15+yr, experienced in appraisals and valuations of intangible assets (patents, customer lists, trademarks, trade secrets, contracts), complex equity, valuations for M&As, buyouts, estate/gift taxes, financial reports
Dallas, TX
Areas of Expertise: Intangible Asset Valuation
Tel: (214) 468-8400
Limited public information. For more, contact us.

George Mendez, CPA, CVA — GMCO Forensic Accounting- Expert Testimony

Economic Damages-Expert Witness Testimony in matters such as: breach of contract damages, economic loss, business valuation, personal injury/wrongful death, shareholder/partner disputes, divorce property, wrongful termination, Equal Pay Act/Title 7
Houston-Dallas-Austin, TX

Dennis R. McBay, CPA, CVA, CFE, MAFF

Expertise in business interruption loss, business valuations; physical damage, inventory and fidelity losses; product recall costs. Former member steering committee, Texas Society of Certified Public Accountants Litigation Services Member Section.
Rockwall, TX
Areas of Expertise: Business Interruption; Business Interruption Claims
Tel: (214) 794-2124
Limited public information. For more, contact us.

Clayton Woodrum, CPA — Woodrum, Tate & Associates, PLLC

Provides business valuation, litigation support and expert testimony, including financial analysis, damage reports; estate planning; financing techniques for businesses; asset protection vehicles; sale and liquidation of businesses; debt restructuring
Tulsa, OK
Areas of Expertise: Business Valuation
Tel: (918) 584-4800
Limited public information. For more, contact us.

Tony Wayne, CPA, CVA, CIRA, CFF— IronHorse LLC

CPA, 20+ years senior management experience (CFO/COO), provides business valuations, forensic accounting, solvency opinions, as well as litigation support in M&A, finance, fraud, contractual disputes, derivative litigation, employee embezzlement
Overland Park, KS

Michael S. Stachowski, CPA, LLC, ABV, CVA

Provides economic damages, fraud prevention, detection/deterrence, and financial statement misrepresentation expert witness services. Practice focus is: audits, management advisory, corporate financial accounting, income tax planning, IRS representation
Kansas City, MO
Areas of Expertise: Business Valuation
Tel: (816) 436-4006
Limited public information. For more, contact us.

Reed Tinsley, CPA

CPA provides physician-related litigation support including: billing/collection reviews; medical practice/healthcare business valuation; lost profits analysis; non-compete valuations; wrongful termination damage analysis; managed care contract reviews
Houston, TX

J. Richard Claywell, CPA, CVA, ABV, ASA, CBA, CM&AA, CFFA, CFD, ABAR

Provides economic damage calculations for lost profits/income and breach of contract, as well as business valuations (closely held companies), profit enhancement analysis and fraud deterrence and detection, mergers and acquisitions, and related services
Friendswood, TX

Chris Tripoli — A’la Carte Foodservice Consulting Group

Provide expert opinions and testimony on hospitality industry legal issues, including partner disputes; business valuation; employer-employee labor disputes; franchise relations; safety and sanitation; concept and trade infringement
Houston, TX
Areas of Expertise: Hospitality, Hotels & Resorts
Tel: (281) 293-0077
Limited public information. For more, contact us.

Business Appraisal Expert Witness — Jeffrey D. Jones, ASA, CBA, CBI, BCB

Certified Appraiser provides appraisal and valuation of closely held businesses, business personal property, intangible assets, economic losses and business damages, including team of multidisciplinary experts, experienced in state and federal courts.
Houston, TX
Areas of Expertise: Business Valuation
Tel: (713) 680-3290
Limited public information. For more, contact us.

James M. (Mike) Hill, FASA, CBA — Hill Schwartz Spilker Keller LLC

Business appraiser provides expert witness opinions and court testimony, with experience in valuing closely held businesses and equity ownership in connection with tax planning, estate planning, estate valuations, divorce and commercial litigation.
Houston, TX
Areas of Expertise: Business Valuation
Tel: (713) 249-5899
Limited public information. For more, contact us.

Robert A Hancock CPA/ABV, ASA, CVA — The Hancock Firm, LLC

Business valuation and analysis expert, Certified in Financial Forensics, provides consulting and expert testimony in business valuation and lost profit for issues in mergers & acquisitions, buy-sell agreements, key person and personal goodwill issues
Houston, TX
Areas of Expertise: Business Valuation
Tel: (713) 864-2800
Limited public information. For more, contact us.

Brandon Jacob. CPA, CVA — Contractors Financial Opportunity, LLC

Contractor valuation and finance specialized Certified Public Accountant and Valuation Analyst, acts as an expert witness in the valuation of air conditioning, heating, plumbing, electrical and drain cleaning contractors.
Houston, TX
Areas of Expertise: Business Valuation
Tel: (713) 426-4041
Limited public information. For more, contact us.

Sahan S. Totagamuwa, CPA/ABV, CFE

Provides valuations of businesses, intangible assets and securities for matters in litigation, financial reporting, tax, M&A, IPO, etc. Experienced in manufacturing, technology, distribution, retail, construction, and professional services sectors
West Des Moines, IA
Areas of Expertise: Business Valuation
Tel: (515) 346-3670
Limited public information. For more, contact us.

Randall H. Wilson, CPA/CFF/ABV, CFE, CrFA, DABFA — RGL Forensics

Forensic Accountant, 20+ yr, with extensive experience in the measurement of damages in insurance and litigation matters, including business damages and business valuations, lost profits, business interruption, claims analysis, fraud, embezzlement.
Chesterfield, MO
Areas of Expertise: Business Interruption; Business Interruption Claims
Tel: (636) 537-5589
Limited public information. For more, contact us.

Peter J Karutz CPA, CVA, CFF, MAFF — Matson, Driscoll & Damico, LLP

Economic Damages Accounting expert, specialized in Loss of Earnings, breach of contract, buy sell disputes, employment law, business valuations, wrongful death and personal injury damages, provides expert witness opinions and trial testimony.
St. Louis, MO

Jessica C Soppe, ASA, CFE

Performs business valuations for sales of businesses, estate and gift tax matters, marriage dissolution, purchase price allocations, ESOPs, and forensic services for calculations for lost compensation, lost profits, business interruption and damages.
Dubuque, IA
Areas of Expertise: Business Valuation
Tel: (563) 588-2648
Limited public information. For more, contact us.

Valuation Specialists, LLC

Provides business valuations, machinery and equipment, real estate and inventory valuations. Expert Testimony experience.
Eau Claire, WI
Areas of Expertise: Real Estate Valuation; Real Estate Appraisal
Tel: +1 (715) 834-8210
Limited public information. For more, contact us.

Glenda Glover, JD, CPA, PhD (Economics)

Certified public accountant, attorney, and higher education administrator provides expert witness testimony in matters of economic evaluation and business valuations. Former CPA Board Examiner. Dean, School of Business, Jackson State University.
Jackson, MS
Areas of Expertise: Forensic Economics
Tel: (601) 214-8621
Limited public information. For more, contact us.

Lee A. Gould, CPA, JD, CFE — Gould & Pakter Associates, LLC

Specializes in performing valuations of closely held businesses, financial damages determination and forensic accounting investigations, including expert witness opinions and trial testimony.
Chicago, IL

John G. Peters, CPA — Balanced Edge, Inc.

Investigative auditing and damage calculation specialist provides expert witness services in: loss of earnings, third party liability, business valuation, stock/inventory losses, fidelity losses, personal injury, tracing of funds flow, arson, fraud.
Brookfield, WI
Areas of Expertise: Forensic Accounting
Tel: (262) 204-7864
Limited public information. For more, contact us.