Litigation and business valuation

Expert Foundations for Opinions That Help You Communicate Your Case

Service details

Click to learn more about the solutions available from our litigation and valuation team.

Business Valuation

Whether you are buying or selling a business, engaged in pending litigation, or need a valuation for tax or financing purposes, we can help guide you through the many challenges or opportunities that drive the need for a business valuation. Just as all types of our work at The Doty Group begin with the development of a deep understanding of a client’s business, so do our valuations. We build upon that understanding with passion and precision to create a quality result which we can also set up to defend in trial as expert witnesses.

Services we provide most commonly for marital dissolution, buy/sell agreements, business loss claims, estate planning, gift and estate taxation, admission or buy-out of shareholders and financing include:

Financial Reporting
Tax Planning and Compliance
Merger & Acquisition Support
Restructuring
Planning & Business Decision Support
KPI Identification and Market Insights

Forensic Accounting

Cases over missing money and suspected fraud can be won or lost by the accounting and finance experts that have been chosen to investigate and testify. The Doty Group provides forensic accounting services and fraud investigation or detection for business owners and individuals who are faced with complex insurance and legal issues. Our team helps to reduce the impact of a dispute on our clients by applying our specialized skills, experience, and resources to data analytics and client-specific goals, budget, and requirements of the court. We have decades of experience providing depositions, mediation support, and expert witness testimony, as well as third-party arbitration assistance in other dispute resolution forums.

Discreet Internal Control Analysis
Review of Accounting Records
Staff Interviews
Loss Report Preparation for Insurance or Prosecution
Follow-up Consulting and Recovery Support
Determining Income of Parties for Child Support and/or Spousal Maintenance

Economic Loss Calculations

Our loss calculations include only the quantifiable losses - lost profits, lost fringe benefits and loss in household services. Our reports do not include hedonic damages which are intangible damages - lost love and affection, lost quality of life, pain and suffering, etc., as these are damages that are typically awarded, if appropriate, by a judge or jury. We have testified a number of times in personal and business economic loss cases nationwide both in Superior and Federal Courts.

Business economic loss claims typically result from:

violation of non-compete agreements
fire damages
theft loss
easement issues related to access
unfulfilled contracts

Personal economic losses typically result from

auto accidents
medical malpractice cases
discrimination
wrongful termination
wrongful death matters.

internationally-recognized leadership

Litigation and Business Valuation services are extremely specialized. Few CPAs are credentialed to prepare the reports needed for these situations. Not only do we have over 20 years of this specialized experience, we prepare the reports while helping our clients gain a greater understanding of their businesses and the marketplace. Our team has continued training, significant experience, and the ability to work strategically with expert staff from other practice areas of The Doty Group to provide full-service support.

Shelley Adams Drury, CPA, CVA, ABV, CFF - The Doty Group, P.S. — Shelley Adams Drury, CPA, CVA, ABV, CFF

Shareholder, Director of Litigation and Valuation Services

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Client and Attorney Testimonials

Testimonials

“Shelly and Nic did a topnotch job! We were facing a huge lawsuit. Their report helped to minimize the damages, it was clear and made sense.”

-Rebecca, Business Owner

“When you are in need of a team of incredibly intelligent professional accountants on your side, call the Doty Group. They came to our rescue for business valuations, forensic accounting, tax planning, sorting our finances and taxes for a business that had been mismanaged for years. They jumped in for every instance, were able to tell us what they needed, work with our (often ridiculous) deadlines, and created report after report that was accurate every single time. If you want accountants to bend the rules and cheat the system, then look elsewhere. But if you want someone to figure out how to make the best of what you've got, save you money and time, then you're in the right place. I cannot say thank you enough.”

-Jessica, Business Owner

“The whole team was friendly, responsive, and generally awesome! I would highly recommend them to anyone.”

“I have worked with Shelley for many years as a financial expert providing expert valuations, forensic accounting and other services related to helping my clients who were going through complex dissolutions. Shelley has always been professional and timely in her work and I believe she is also a great value. I highly recommend her.”

- Cameron J. Fleury, Attorney

“I have worked with Shelley for many years, as she has provided valuation evidence of various types in domestic cases. She is knowledgeable, practical and a pleasure to work with. Shelley is a great expert to have any team looking for solutions that make sense.”

- Paul Battan, Attorney

“I have engaged Shelley to assist on several matters and each time my clients have provided excellent feedback regarding the quality of Shelley's work and her professionalism. She is incredibly responsive and sensitive to client expectations and needs. I would unequivocally recommend Shelley's business valuation and forensic accounting services.“

-Evan Marques, Attorney

“Shelley is always quick to respond to a request for help and completes the work in a timely manner. She is very knowledgeable in her field but is able to explain her work and findings to clients that are not knowledgeable in her type of work, so that they can understand. I enjoy working with Shelley and know she will always get the job done and be there to support her work product.”

-Rachel Rolfs, Attorney

“I met Shelly in 2005 and have worked with her ever since. She has done work for me personally, she has done work for my law firm and I have hired her as an expert witness. In every case she has done an amazing job, worked closely with me and done so at a price that was completely reasonable. There is no one I would more highly recommend then Shelly and the Doty Group.”

-Patrick Palace, Attorney

“Shelley is such a pleasure to work with. She listens to her client's needs and then dedicates 110% of her efforts to achieve them. Shelley understands the complex intersection of business and law, and she presents as a knowledgeable and fair witness. I highly recommend her.”

- Sherry Talton, Attorney

Speaking Engagements

The Doty Group’s Litigation and Business Valuation team has expanded Continuing Legal Education (CLE) seminar opportunities to attorneys and business owners in the region. Along with explaining valuable concepts related to personal and business asset valuation, the seminars provide awareness of the types of complex services available to new and existing clients.