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James L Kelly Certified Public Accountant
Re-Defining The Bottom Line

Business Valuation

Business Valuation and Litigation Support Services

What We Do, How We Help

 

The need for Valuation Services is being felt by companys  and individuals alike. For our valuation services we prefer to work closely with client advisors (attorneys and/of financial planners) from the start of a case to its conclusion. Particularly, we consider the early phase of the process an important aspect of proper financial analysis and economic decision making.

 

Preferably, but not always the case, we encourage the use of our services to properly structure the end product of you need - the professional report, or possible representation as an expert witness.

 

This analysis might be organized as:

 

Gathering of Facts

Pre-Trial Settlement Support

Witness Services and Depositions

Settlement Analysis

Report Preparation

Expert Witness Testimony

 

Some of the areas where our services are particularly helpful are in the need for expertise in:

 

 Economic Analysis

 Appraisal and Valuation Consulting

Financial Analysis

Statistical System Design

Decision Analysis

Managerial Accounting / Records Reconstruction

Legal and Tax Research 

 

 

Services and Solutions

 

An Array of Valuation Services

 

Business Valuations

Real Estate Appraisals

Trial Preparation Support

Forensic Accounting Investigations

Challenging the other expert

Finding Hidden assets

CYA Support

 

Typical Situations Where

We Can Support you

 

Marital Dissolution

Partnership Breakup

Business Liquidation

Estate Planning

Buy-Sell Agreements

ESOP Valuations

Minority Shareholder Buy-Outs

 

Why Use Us

 

Experience and Expertise

Personal Involvement

Competitive Rates

Prompt Turnaround

Competitive Pricing

Quality Defensible Reports

 

Questions? contact Jim Kelly 949-709-3800 or email jim@jimkellyCPA.com