Valuation and Risk Analysis
As a lender, you have concerns about the viability of a borrower and whether they will be able to repay a loan in a timely manner, if at all. A valuation or risk analysis can help you determine why and when a client may encounter difficulty, allowing you to draft terms and conditions that minimize the likelihood of default.
As a wealth manager, you help your clients protect their assets and secure the future of their loved ones. A valuation or risk analysis can provide you with the essential information you need to recommend and structure an appropriate succession plan, settle an existing estate, or establish a charitable trust.
As a member of the fast-changing financial services industry, you are confronted with the challenges associated with continued consolidation. A valuation or risk analysis can make available vital information in the event of a merger, acquisition or corporate reorganization or assist you with regulatory compliance.
As an intermediary, a valuation or risk analysis is an important part of the asset-liability management process, sometimes allowing you to beat the competition by knowing more about your financial strengths and weaknesses.
We start with an initial complimentary discussion to better understand the relevant background details and identify your deadline requirements. For those situations that require something other than a full-scale appraisal, we can assist you with a targeted study to help you improve performance, control risk, forecast growth, assess competitiveness positioning, evaluate liquidity, understand industry structure, and satisfy other vital goals.
We are happy to work with you at any stage of the process but recommend that getting us involved early often saves you time and money. In some cases, a preliminary valuation or risk analysis can pave the way for a settlement, thereby avoiding a costly trial.
For cases destined to go to trial, we can help you and your counsel identify relevant documents during the discovery phase, assist you with deposition consulting, draft an expert witness report, rebut opposing expert testimony, prepare understandable and meaningful exhibits, and testify in court.Our highest priority is the combining of theory and practice to deliver a thorough, well-researched and clear report that can be effectively used by the trier of fact to bring about resolution.