Approach

Evidence first. Findings that hold up.

A structured flow: establish the rules and constraints, test claims against the evidence, and produce documented findings with clear ownership.

Clarify the questions at issue, the records available, the constraints, and the decision or dispute the work must serve.

Reconstruct, trace, and quantify. Test what is claimed against the documentary record; isolate exposure and contradiction.

Build schedules, narratives, and exhibits with defensible chain of custody — ready for review, deposition, or testimony.

Deliver clear findings and, where relevant, controls and playbooks so the gap does not reopen.

Engagement models

Scoped to the situation.

A defined dispute, investigation, or deliverable. Typical: 2–8 weeks.

Ongoing senior financial leadership at a predictable monthly cadence.

Hands-on ownership through a transition. Typical: 3–12 months.

Anonymized artifacts available on request to demonstrate rigor without exposing confidential work.