• Expert for the plaintiff in litigation alleging wrongful termination. Retained to estimate the plaintiff's damages.
  • Engaged as the expert for the Internal Revenue Service in a federal gift tax matter. Prepared an analysis to estimate the value of a minority interest in a major Napa Valley winery.
  • Expert for the respondent in an Illinois family law matter. Retained to prepare a valuation of non-controlling interests in two Napa Valley wineries.
  • Expert for the cross-complainant in litigation alleging breach of fiduciary duty and conversion. Performed a valuation of a locksmith business.
  • Expert for the petitioner in a California family law matter. Retained to prepare analyses related to cash flow and property division.
  • Expert for the cross-defendants in litigation alleging breach of contract and fraudulent conveyance. Performed a valuation of a business in the transportation industry.
  • Performed a forensic accounting investigation at the request of the Board of Directors of a California non-profit organization to verify the expense claims of the organization’s executive director.
  • Expert for the respondent in a California family law matter. Retained to prepare a business valuation of a commercial cleaning services company.
  • Expert for the petitioner in a California family law matter. Retained to value a minority interest in a real estate holding company.
  • Expert for the petitioner in a California family law matter. Retained to value a controlling interest in a building materials distributor.
  • Managed an engagement to estimate the value of private equity carried interests for a Washington state family law matter.
  • Managed an engagement to estimate the value of an interest in a California LLC in accordance with §17707.03(c)(1) of the California Corporations Code.
  • Managed a data intensive engagement to estimate statutory penalty damages arising from a violation of the California False Claims Act.
  • Managed an engagement to estimate damages in litigation alleging breach of contract, fraud, and conspiracy to defraud in the construction of two multi-family residential projects.