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Our
company has helped our clients win millions of dollars in divorce
settlements and other litigation matters, honestly and ethically. Our
company helps people navigate the financial aspects of divorce and
maximize their settlement, while saving thousands of dollars in the
process. We give our clients the leverage they need to win. We have two goals:
1) Optimize your divorce settlement.
2) Minimize your divorce costs.
Our
principals have over 40 years experience as financial advisors and
forensic accountants, helping individuals, businesses and attorneys on
their accounting, tax and litigation matters. Our principals have been
hired by Fortune 500 companies to help them identify losses, disclose
business value and safeguard their assets. We unlock the mystery behind
the numbers and that is invaluable to our clients. In fact, we are so
well-respected that we were hired by our state's CPA Society to teach
our peers how to interview suspects and how to detect possible fraud.
Further, our litigation principal has been hired by several
governmental bodies to audit units of the government and identify any
misconduct or mismanagement of funds.
YOU WANT US ON YOUR TEAM.
How we assist in the Marital Dissolution Process:
Analyze
income from various sources including W-2 Earnings, K-1 and other
Shareholder Income, Investment and Dividend Income, Business Income and
calculate child support, unallocated support and maintenance.
Prepare
multi-dimensional financial analysis, valuations and models for
estates, including the analysis of numerous types of investments such
as restricted stock, preferred stock, bonds, limited partnerships,
investment real estate and life insurance.
| Retirement Plan/Pension Plan Analysis |
Determine
the present value of pension and retirement plans and analyze the
various distribution options in the short and long-term.
| Mediation and Collaborative Services |
Convene
with all parties to discuss concerns and needs of each individual, the
children and the family as a whole. Structure specialized and
customized divorce financial models and divorce financial settlements
that supports the needs of each party.
| Marital Financial Settlement and Support |
Develop
asset allocation and maintenance/support scenarios to meet each party's
individual current and future needs and risk tolerance.
| Analysis of Short and Long-Term Effects |
Review
and determine the viability of asset settlements, support options, etc.
to determine if the short and long-term effects of current decisions
meet the parties' needs.
Develop
various tax calculations and analyze tax consequences of asset
allocation and maintenance scenarios to ensure that the divorce
settlement is, in fact, what the parties intended.
| Projection of Inflation Rates and Rates of Return |
Analyze
current and historical trends to make a reasonable estimation of
returns and inflation which must be incorporated into financial
planning.
Prepare short and long-term income and cash flow analysis models, based upon asset allocation scenarios, anticipated
investment return, living expenses and earnings to determine financial
solvency of each party - in the short and long-term.
| Budgets and Living Expenses |
Analyze
current and projected future financial position of each party to ensure
equitable distribution and proper future financial planning.
Trace
the source and use of funds for basic and multi-million dollar estates,
establishing the propriety of transactions. Our financial analysis
models have been successfully utilized in court to support or refute
charges of dissipation.
| Earnings Manipulation and Income Shifting |
Investigate
and analyze the activity in various accounts, financial statements and
tax returns. Analyze bank deposits, earnings, expenses and identify
potentially fraudulent accounting transactions, interview key
witnesses, and quantify potential losses.
| Hidden Income and Expenses |
Investigate
and analyze transactions and activity tracing thousands of transactions
for multiple accounts, income streams and expenditures. Identify
missing funds, unrecorded transactions and propriety of uses.
Perform
limited or full business valuations utilizing the income, market and
asset approaches for various industries and multiple sizes of
business.
| Normalization of Earnings and Expenses |
Identify unusual or non-recurring earnings and expenditures to appropriately determine the actual cash flow of the business.
Determine
the present value of various future income streams including pensions,
annuities and other assets to be paid in the future.
OUR PROCESS - 3 OPTIONS
OPTION 1 - EXECUTIVE BRIEFING ON DIVORCE
OPTION 2 - CUSTOMIZED DIVORCE STRATEGY AND FINANCIAL PACKAGE
OPTION 3 - NEED CONSULTING IMMEDIATELY |
