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Valuation Services
Forensic Finance Services
Acquisition Integration
Brand Strategy
Business Improvement
Risk Assessments
Sample Engagements
Sample Engagements

Business Valuations

  • Trucking company in North Carolina for potential acquisition
  • Law firm for buy/sell agreements
  • Airport concessions for sale
  • Truss manufacturing company for partner buyout
  • Retail operation in shareholder dispute with partners


Profit Improvement

  • Rationalization of products, brands, and vendors for consumer products company
  • Redesign of reporting P&L capabilities for consumer goods company by:
    • brand
    • product family
    • product


Business Plan for Start-ups

  • Start-up home health care agency in Melbourne, Florida
  • Start-up medical office business plan for pediatrician looking for bank financing


Litigation Support

  • Special Investigation for Board of Directors in a derivative lawsuit in for major bank in Puerto Rico
  • Expert witness for a Miami Community College involved in purchase of property
  • FDIC investigation of failed bank in Sarasota, Florida
  • Financial support for law firm client involved in time shares in Dominican Republic
  • Partner  with CSM Law Firm to represent the Audit Committee of the BOD for a regulated major bank in Puerto Rico 


Other Engagements

  • Financial valuation model and related financial proposal for Florida Turnpike    RFP for Meal Concession Company in Florida
  • Brand valuation for acquired consumer company
  • Integration of Mexico and Brazil operations for acquired consumer company
  • Determination of liquidation value for acquired Australian subsidiary of a consumer goods company
  • Modernize Law Firm Administrative Practices in the Dominican Republic for major law firm
  • Business Improvement Process for a leading Dominican Law Firm
  • Business Assessment, Remediation and Systems Re-implementation for Garment Manufacturer
  • Due Diligence Report for Mezzanine Fund Lender
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