EARLY CASE ASSESSMENT
Early Case Assessment
Determining early on how much a business might be worth can be a crucial factor in your decision-making process as you proceed with litigation. An early case assessment by seasoned, qualified business valuation experts engaged as consulting experts under the attorney work product doctrine can help lawyers make a call about the potential risks and returns of pursuing litigation, along with the potential costs. This early assessment might also be invaluable to the attorney and their client when deciding whether going to trial or seeking a settlement is the most appropriate course of action in a case.
Our early case assessments are supported by our preparation of calculations of a hypothetical range of values under varying assumptions. The work product can be customized to the stage in litigation and the scope of our engagement, within the required parameters of our professional standards.
A More Efficient Litigation Process
Whether the party is a plaintiff or defendant, deciding whether to pursue litigation or a settlement of a business valuation dispute hinges on identifying and understanding the key facts of a case at the earliest possible opportunity. From the beginning stages of a dispute, we can assist attorneys and their clients with high-level analysis to gain an early understanding of potential opportunities, difficulties, professional costs, and previously unforeseen concerns.
Our efforts go beyond the financial analysis typically expected of valuation experts and can help you assess the potential risk/reward of your litigation. Along with our careful financial review and analysis, we aid lawyers with services such as:
- Assistance with document requests
- Review of financial documents and information
- Review of correspondence and non-financial information
- Calculations of a hypothetical range of values. Scope may also include:
- Company financial performance comparison to industry
- Search for comparable completed transactions in the industry
Many of our clients achieve savings in time and professional fees by taking advantage of our early case assessment process. To learn whether an early valuation assessment is right for your case, contact us to schedule a call with one of our experts.
Bridging The Gap, Part II: What Attorneys Should Know About Lack of Control Discounts and Control Premiums in Business Valuations
Welcome to the second and final part of our blog series on lack of control discounts and control premiums, two critically important issues when calculating the value of a company. We tackled some of the fundamental questions attorneys may have regarding these concepts...
Bridging The Gap, Part I: What Attorneys Should Know About Lack of Control Discounts and Control Premiums in Business Valuations
When working with appraisers, attorneys are likely to grapple with questions about the relationship between two key business valuation concepts involving control exercised over a company. The first concept is the “lack of control discount,” which, in simple terms, is...
The Guideline Transaction Method in Litigated Business Valuation: What Attorneys Should Know About the Purchase Price
In my last blog post, I discussed the two types of transactions—stock and asset—that are found in the databases appraisers use when applying the guideline transaction method in litigated business valuation and how to use these transactions to determine value. In...
When reviewing a business valuation report, an attorney should check to see that the business appraiser considered the three approaches to value—market, income, and asset. While each approach has its own methodologies, our focus in this blog will be on the...
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