We work closely with retaining counsel to help resolve disputes from the pre-litigation phase through settlement, mediation, or at trial. Our experience working on a wide variety of matters helps us identify the key issues of a case in a timely manner. In the pre-litigation phase, we can help ascertain an estimate of damages. During the litigation phase, we will develop document request lists for use in the discovery process as well as organizing and finding pertinent information once documents are produced. After determining the scope of our work, as either a consultant or declared expert, we research and investigate the available documents and summarize our findings in written reports with detailed exhibits and charts. We present our conclusions in a clear and concise manner which may include exhibits for use at trial. If opposing experts are involved, we can review their reports and provide rebuttal reports, if necessary. We also provide lists of relevant questions for depositions of witnesses and of opposing experts. In addition to our CPA license, we are also Certified in Financial Forensics (CFF) and Accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants, as well as earning the designation of a Financial Modeling and Valuation Analyst (FMVA) from the Corporate Finance Institute. We have been declared as an expert witness in CA Superior Courts.
For general inquiries, please contact: jillian@outerpointadvisory.com
