Forensic financial analysis and dispute support built for litigation scrutiny.
A CPA and Certified Fraud Examiner who quantifies damages, traces assets, reconstructs the record, and produces schedules and narratives that hold up in discovery, deposition, and at trial.
Support of counsel only; I do not provide legal advice.
What counsel can expect
- Discovery-ready schedules and clear narratives.
- Defensible reconstruction with documented chain of custody.
- Privilege-aware coordination with your team.
- Plain-English findings a judge or jury can follow.
Where I support litigation teams.
Economic damages
Lost profits, lost value, and disgorgement quantified and tied to the underlying records.
Asset & fund tracing
Following money across accounts and entities to support recovery and contested-ownership claims.
Fraud & embezzlement
Investigation, quantification, and documentation of misappropriation and concealment.
Forensic reconstruction
Rebuilding incomplete or contested financial records into a defensible, sourced account.
Contribution & ownership disputes
Contribution analysis and allocation models for partnership, partition, and shareholder matters.
Consulting & testifying support
Behind-the-scenes analysis or expert reports and testimony, depending on your strategy.
A forensic toolkit purpose-built for disputes.
Forensic schedules, contradiction charts, evidentiary narratives, and litigation-grade reconstruction — organized to align with your pleadings and exhibit strategy.
Deliverables
- Forensic schedules — transactions and balances sourced to evidence.
- Contradiction charts — testimony and documents mapped against the record.
- Evidentiary narratives — the financial story, aligned to your theory of the case.
- Damages & allocation models — transparent, adjustable, defensible.
How I work with your team
- Confidential handling of sensitive records under privilege.
- Schedules and narratives aligned to pleadings and expert use.
- Reconstruction workflows with defensible chain of custody.
- Coordination with counsel, experts, and client leadership.
Redacted schedules, ledgers, and narrative templates available on request. Support of counsel only; not legal advice.
Bring me in early.
Share the jurisdiction, litigation stage, the financial questions at issue, and your timing. I will reply with how I would approach the analysis.