Valuation & Advisory

Deep experience in valuations and trusted advisors to lawyers, law firms, and their clients.

Services
Also Learn About Our Approach Our Clients

Business Valuation Advisory

What is the value of my emerging technology company?

We specialize in complex valuation assignments that involve technology-driven businesses or situations in which the business is in an early or transitional stage and the value may be difficult to ascertain.  Our experts bring strong educational and professional training to each engagement, in addition to our deep experience in valuations, strategic consulting, and disputed matters.

IP Valuation & Licensing

Who are potential licensees of my technology?

We are experts in the valuation and licensing of intellectual properties and intangible assets.  Our valuation experts have professional valuation-related credentials from the AICPA, the American Society of Appraisers, and the CFA Institute.  Our experience in complex commercial litigation involving intangible assets results in thoughtful and credible analyses that provide realistic assessments of value.  Through these analyses, we have also developed perspective and expertise in the evaluation of commercial success that may be due to the use of a patented technology.

Bankruptcy Analyses

How does the presence of a significant patent portfolio affect the bankruptcy process?

We are often retained on behalf of creditors’ committees, debtors, trustees, or distressed businesses.  Our bankruptcy analyses often include valuations of debtor assets, particularly patent portfolios and other intellectual properties.  We also perform solvency analyses, accounting investigations, restatements of financial reporting, and tracing of potential fraudulent transfers or preferential payments.

Law Firm Consulting

How can my law firm strategically position itself for the future?

Over the last 25 years, our Law Firm Consulting practice has been retained by leading law firms to assist with a wide range of strategic and management issues.  Our services include mergers and acquisitions, global and regional strategies, partner compensation systems, governance structures, partner succession, and more.  We stay abreast of topics that would be of concern to the firm chair or an executive committee, and work with many firms on these important projects.

Our Approach

We achieve extraordinary results based on our founding vision that small, cohesive teams of skilled experts and careful analysts can solve our clients’ most important problems.

Our distinctive approach is to focus on the issues that affect the end result and develop answers that can be reasonably and persuasively presented to decision-makers and triers of fact.  This approach streamlines our workflow and results in meaningful insights.

We work in efficient teams and write our own expert reports.  All matters will be staffed with only the number of people necessary to effectively complete the assigned project.  Our practices focus on matters that require the specialized skill set and strategic thinking of the Principals at our firm.  We bring the requisite mix of experience and expertise to bear on any matter and have achieved significant results for our clients.

Our Clients

We are retained by a variety of different entities, including law firms on behalf of their clients, bankruptcy trustees, not-for-profit entities, and individuals.  Law firm clients include many firms listed in the AmLaw 200 as well as boutiques specializing in intellectual property matters.  

Our clients include large multi-national corporations as well as small and medium-sized businesses involved in complex business disputes.  Our experience spans many industries, including computer software and hardware, consumer products, industrial equipment, life sciences, medical devices, professional and financial services, and telecommunications.

Our Professionals

Our Professionals

Experienced experts and consultants for challenging problems.