Paraprofessional Information

We help people through the most pivotal financial moments of their lives, answering questions such as: how much should I sell my business for, how do I minimize estate taxes upon my death, how should we split our assets up for our divorce, and how much could I be awarded in my lawsuit? These complex questions require substantial acumen in finance, accounting, and forensics. We believe that to get to the right answer, they also require navigation through a myriad of non-financial and often very emotional issues. This is why we have assembled a team of professionals who not only are experienced and credentialed, but also know how to connect the dots between their expertise and the people we are serving. It’s this connection that moves valuation and forensics out of their vacuum and into the complex world of life, family, conflict and resolution. It’s this connection that moves our work from a transaction to a relationship. It’s this connection that makes what we do meaningful to us and valuable to you.