An asset valuation expert witness typically has experience in forensic accounting, appraisal, real estate, business valuation, economic damages, and/or intellectual property valuation. Cahn Litigation Services is skilled and experienced at identifying the ideal expert to provide expert witness services for asset valuation matters, and is frequently called upon by law firm clients to find a business valuation expert, real estate appraisal expert, certified public accountant (CPA), and other specialized valuation experts.
In the world of finance, a valuation determines, or influences, the present economic value, or fair market value, of an asset. A valuation can be performed on tangible assets (real estate, art, product inventory), or an intangible asset (patent, brand).
There are many reasons for the valuation of an asset, such as for tax purposes, insurance disputes, mergers/acquisitions, and litigation. Valuation methodologies vary depending on the situation. All valuation models have limitations; a valuation requires assumptions and acumen. Therefore, outcomes will vary depending on the assumptions used. When selecting an asset valuation expert witness, it is important to inquire about past appraisals and ask what models and assumptions were used. Forensic accounting is a specialty practice area of accounting, and requires accounting, auditing, quantitative methods, knowledge of certain areas of the law, and investigative skills. Forensic accounting is defined as “the application of investigative and analytical skills for the purpose of resolving financial issues in a manner that meets standards required by courts of law.”
Examples of valuation issues that would require expertise and expert witness work include intellectual property matters (trademark/patent/trade secret), family law (asset valuation), breach of contract, business valuation (mergers and acquisitions, shareholder disputes, bankruptcy), product liability, and fraud.
Litigation support by a valuation expert witness could include an appraisal review, an expert report, valuation opinions, dispute resolution, and expert testimony in court. In a high-profile case, or litigation involving a significant financial stake, a law firm may request a valuation specialist with prior expert witness testimony experience. A valuation expert witness needs to not only have expertise but must also possess the ability to explain complex financial issues to lay people. In addition, clients may seek a valuation industry expert for pre-litigation consulting work.
Please Note: All Cahn Litigation expert witness searches are customized to attorneys' precise specifications and preferences. Attorneys are encouraged to discuss search parameters with a Cahn search specialist.
The below expert witness bios represent a small fraction of those Asset Valuation experts known by Cahn Litigation Services. These bios are provided to give attorneys a sense of the Asset Valuation landscape.
This expert is a Partner in a highly successful Economic Litigation group, is an economics and valuation expert and forensic accountant. This expert holds a CPA with a master’s degree and a law degree, has served as a Special Master and Court-appointed Arbitrator. This expert has conducted royalty audits, negotiated licenses, and valued businesses and intellectual property for several dozen Fortune 500 companies and NLJ 250 law firms. Further, this expert has testified at more than 45 trials and arbitrations involving patent/trademark/copyright/trade secret, joint venture, franchise, acquisition, purchase price, and international transaction disputes.
This expert has been published in journals and law reviews. This expert has participated as a speaker at ABA, AIPLA, IPO, LES, and university conferences or seminar classes. This expert has also served on the faculties of law and business schools.
This expert practiced public accounting with Big Five firms, and is a Certified Public Accountant, and is Certified in Financial Forensics, Global Management Accounting and Patent Valuation.
This expert leads the Dispute Consulting group and intellectual property valuation practice of an internationally recognized consultancy, specializing in Valuation Advisory, Transaction Opinions, and Dispute Consulting. This expert has served as a damages expert witness in a wide array of litigation matters, including intellectual property and general commercial disputes. This expert has offered opinions in Federal District Court and in arbitrations on issues including lost profits, reasonable royalties, unjust enrichment, price erosion, prejudgment interest, and other compensation topics, including determination of incremental costs, market share, and manufacturing and marketing capacity. This expert also has experience in determining the value of intangible assets, including intellectual property, for a variety of purposes, including licensing, mergers & acquisitions, technology management and commercialization, and tax planning. This expert has written articles and made presentations to numerous professional groups on topics including intellectual property damages determination, damages discovery and trial presentation, intangible asset valuation, and intellectual property licensing. This expert has been an Adjunct Professor at a Law School, where this expert taught a course in intellectual property valuation.
This expert is the founder and team leader of a highly successful consultancy. This expert is a licensed Certified Public Accountant and has multiple accreditations in business valuation and forensic accounting, including Accredited in Business Valuation, Certified Financial Forensics, Certified Valuation Analyst and Certified Business Appraiser. This expert also has a Master's degree in Taxation. In addition to being a prolific writer in multiple areas involving litigation support, this expert frequently lectures before the legal community on varied financial topics. This expert also has extensive experience as an expert witness.
As an expert in business valuation, forensic accounting, and financial investigations, this expert assists attorneys step by step through the various intricacies of each case and is recognized for an unparalleled ability to present and address financial issues in a clear, organized and strategic manner.
As a valuation and forensic accounting expert, this expert deciphers and uncovers transactions that may have intentionally or unintentionally adversely affected an individual, business or organization. This expert's efforts provide clients with the evidence needed to support their case. This expert investigates business transactions, economic crimes, civil litigation matters and perform specialized audits including:
- Missing assets
- Fund transfers
- Underreporting of income
- Overstating of expenses, and
- Dissipation of assets
This expert at the various methods of Business Valuation, including the asset-based, market approach and income approach methodologies.
This expert is a founding member of an independent business advisory and transaction services consultancy. This expert brings to the table many years of valuation, financial analysis and litigation support experience, specializing as a consultant and expert in the fields of forensic accounting, economic damages analysis in commercial disputes, business valuation and automotive industry issues. This expert also has served as financial advisor to bank groups and creditor committees in connection with financial restructuring. Prior to founding the firm, this expert was the partner in charge of the Financial & Economic Consulting practices of a large accounting firm. This expert also served as an associate, manager and partner in the firm's assurance and corporate finance practices. This expert has served as a financial expert in well over two hundred engagements involving testimony in deposition, trial and alternative dispute resolution settings as an expert in auditing and accounting, commercial economics, financial and operational analysis, fraud investigation, determination of economic damages and business valuation. This expert has also participated in hundreds of additional commercial dispute engagements in a consulting role, a mediation role or where resolution of the matter was achieved without expert testimony. Matters addressed in these engagements include:
This expert has served as a sole arbitrator, court-appointed expert and arbitration panelist in matters involving commercial disputes, post-acquisition disputes and stockholder valuation disputes. This expert has been a course instructor, seminar leader and speaker at numerous professional conferences and continuing education programs on topics including auditing and accounting, litigation consulting, accounting theory and practice and forensic accounting and has been involved in the MICPA Litigation Consulting and Business Valuation Committee and the MICPA Fraud Issues Task Force.
This expert is a founding member of an independent business advisory and transaction services consultancy. This expert specializes in serving as a consultant or expert in the fields of forensic accounting, economic damages analysis in commercial disputes, business valuation and fraud investigation and detection. This expert also serves as a financial advisor to debtors, bank groups and creditor committees in corporate bankruptcy and restructuring matters. This expert has provided litigation consulting services in hundreds of large and complex commercial disputes and corporate reorganization matters. This expert regularly performs fact finding and discovery assistance, lost profit calculations, business valuations, lost earnings and wages computations, market studies, and other financial analyses. This expert has served as an expert and consultant in the quantification of economic damages in matters ranging from contract claims to business interruption claims, construction and government contracting claims, intellectual property matters, accounting malpractice, stockholder and post-acquisition disputes, antitrust matters, and personal injury claims. As a Certified Fraud Examiner, this expert leads engagements in the investigation, detection and quantification of financial reporting fraud and asset misappropriations. This expert is the co-developer and author of a case study on fraudulent financial reporting published by the American Institute of Certified Public Accountants for distribution to academic institutions. This expert also has expertise in complex data analysis and financial modeling.
This expert is an appraisal professional. This expert's role is to provide clients with quality M&E appraisals that meet the highest industry and governmental standards. This expert's project portfolio covers a wide range of industries and asset types, and this expert strives for consistency, competency, and reliability. This expert's appraisals are strictly compliant with the Uniform Standards of Professional Appraisal Practice (USPAP), the Code of Ethics of the American Society of Appraisers (ASA), and all Small Business Administration (SBA) standards. This expert will also customize any appraisal as necessary to meet the specific requirement of clients' lending, legal, tax, and insurance institutions. This expert has performed more than 250 appraisals, conducted as Sole or Lead Appraiser leading to more than $550,000,000 total valuations. Additionally, this expert has contributed to approx. 50 appraisals as Valuation Assistant or Assistant Appraiser. This expert holds the Accredited Senior Appraiser (ASA-MTS) designation with the ASA, the Certified Equipment Appraiser (CEA) designation with the Association of Machinery and Equipment Appraisers, and the Master Personal Property Appraiser (MPPA) designation with the National Auctioneers Association. This expert holds active memberships in the ASA, AMEA, and NAA.
This expert is the Managing Director at a nationally recognized and well respected intellectual asset consulting firm specializing in right of publicity valuation, licensing, trademark, patent, copyright and expert testimony. This expert earned a B.S. in Economics, and later went on to earn an MBA, with a concentration in Finance.
This expert has a broad view of the world of intellectual property and intangible assets. This expert has lectured, spoken, and written on the topic of IP valuation, as well as the licensing of various intellectual property rights. This expert is a contributing author to two books, and is author and co-author of several articles on intellectual property valuation. Coupled with an analytical approach to finance and economics, this expert has a unique view and expertise in intellectual property and intangible asset valuation and monetization.
This expert has been designated as the testifying expert in matters pertaining to, rights of publicity (ROP), trademark, patent, database, copyright, and website valuation and damages - this expert has testified in both domestic and international courts. Through trial testimony, deposition testimony, and numerous Rule 26 reports, this expert's expertise has been established and reaffirmed.
This expert has performed valuations of intangible assets and intellectual properties for corporate litigation and business/transaction purposes. This expert's project work spans the full spectrum of the intellectual property realm. Industries worked on include: entertainment, government, software, banking, healthcare, construction, retail, energy, and manufacturing. This expert has managed projects involving: license structuring and negotiation; valuation for litigation; sale/purchase valuation and negotiation; estate valuation; and valuation in expropriation and foreign markets.
This expert works at an intellectual asset consulting firm specializing in trademark, patent and copyright monetization, valuations, and expert testimony. This expert has been involved the Licensing Industry Merchandisers' Association. This expert served as an active member of the International Licensing Executives Society.
A seasoned consumer goods marketer, after receiving an MBA, this expert served a stint with a management consulting firm. Subsequently, this expert was the youngest Vice-President and corporate officer at a company where this expert launched many licensing programs. This expert has led the way in developing and establishing accepted methods to value brands, technologies and other IP. This expert is an expert in building and licensing brands, as well as developing and managing licensing programs for all IP.
Not only a branding and licensing expert, this expert is also an acknowledged pioneer in developing the methodologies that enable accurate valuation of IP on a worldwide basis. This expert's multiple books on the subject have been published in the U.S. as well as in Europe and China.
This expert has developed numerous monetization strategies for major corporations and has performed valuations of hundreds of intellectual property components.
This expert is a world-renowned IP expert with testifying experience in state, federal, tax, bankruptcy and international arbitration courts. In trial testimony, multiple depositions, and numerous Rule 26 reports, this expert's expertise has been established and reaffirmed.
This expert continues a leading role in the world of IP, and in the changing environment of publicity valuation and development, patents, trademarks, copyrights. As an Adjunct Professor of Intellectual Property Law, this expert teaches both IP licensing and valuation - based partially on CLEs developed for international law firms, bar associations, as well as a foreign Supreme Court.
This expert is the Director of an internationally recognized consultancy, specializing in Valuation Advisory, Transaction Opinions, and Dispute Consulting, brings to the table many years conducting forensic accounting, complex commercial litigation, Foreign Corrupt Practices Act, intellectual property damages, royalty audits and regulatory engagements involving publicly held and private companies as well as municipalities and government entities in a wide variety of industries. This expert has significant experience providing a broad range of business and financial advice to trial lawyers, in-house counsel, audit committees, and stake holders throughout the dispute process in both domestic and international contexts. This expert has also provided testimony in federal and state court as well as matters in mediation. This expert has performed numerous complex financial analyses involving false financial reporting, revenue recognition, warranty accruals, embezzlement and kickback schemes, post-acquisition purchase price accounting, cash application, Ponzi schemes, procurement fraud and asset tracing, among others. Additionally, this expert has directly participated in several large scale investigations including: an internal investigation of a multi-billion dollar company for potential Foreign Corrupt Practices Act violations, the investigation of a large metropolitan city's under-funded pension plan, and the investigation and quantification of damages on behalf of an unsecured creditors committee. Furthermore, this expert has assisted named corporate compliance monitors in their duties under settlement agreements with various regulatory agencies and evaluated the ability of a large multi-national corporation to pay a multi-billion dollar fine. This expert was an Associate in a Forensic Accounting Litigation Consulting practice where this expert focused on financial investigations and the quantification of economic damages. This expert was an Analyst at an international consultancy, where this expert advised clients on economic, valuation and strategy issues relating to intellectual property and complex commercial disputes.