Business Valuations & Litigation Support

The Most Prepared Companies are the Most Valuable Companies

Litigation Support

  • Benchmark or establish a range of value for use in collaborative negotiation or settlement that aligns with standard appraisal practices and real market conditions.
  • Analysis of opposing expert’s report.
  • Assist in trial preparation, discovery, depositions, mediations, arbitration
  • Establish criteria or formulas to determine shareholders’ asset value of a business.
  • Identify discovery items necessary to determine business assets and income sources are disclosed.
  • Comprehensive Business Valuations or USPAP compliant Business Appraisals that are easy to understand.
  • Establish business values for various types of transaction scenarios.
  • Provide support regarding the reasonableness or fairness of proposed value, or lack thereof, of a business asset or personal income.
  • Identify personal benefits resulting in a lower net income that are considered in the ultimate value of the business.
  • Calculate personal income for alimony and child support purposes that includes personal or hidden benefits resulting in a lower net personal income.

Business Appraisals & Reports

Depending on the need, OCA can provide a brief valuation report or an in-depth valuation with a detailed report.  Either way, you can expect a detailed analysis that applies nationally recognized, best-practice valuation approaches and uses current empirical research.

With over 30 years of deal-making success, OCA’s significant experience has earned an outstanding reputation in rendering their business valuation opinions, conclusions and reports.

What gives our valuation opinions and conclusions their unique advantage is our proprietary “Feasibility System” that takes into consideration “real market” value conditions in addition to the typical value conclusions based on accounting, financial reports or data, usual theoretical values often found embodied in valuations, and what general rules of thumb might suggest.

In an increasingly complex world of litigation, OCA’s cost-effective, timely expertise delivers results that identify, calculate, support and/or defend business value or personal income through a subject matter expert having no partiality or conflict of interest.

  • Collaborative Divorce / Domestic Dispute
  • Negotiation / Mediation / Resolution / Arbitration
  • Family Disputes
  • Partnership Disputes
  • Lenders’ Perspectives and Financing as to For Likely Funding Options
  • Feasibility of Success in Financing

While minimizing costs, our pragmatic approach utilizes verbal and written presentations to explain and clarify an overwhelming amount of confusing financial information, memorialize and document the information.  Our proprietary feasibility tool takes into consideration “real market” value conditions in addition to the typical value conclusions based on accounting, financial reports or data, usual theoretical values often found embodied in valuations, and what general rules of thumb might suggest. The results are packaged in a simplified format or manner to the very people who are going to make the decision, determine the outcome, or be a part of the process thereof.

This unusual combination is not only vital to winning the case, negotiating or settling outside of the courtroom, equalizing assets for estate planning or partnerships, or sealing the deal or securing funding, but critical in identifying and understanding the options available and/or implications that may arise. Our team is often consulted with to review conclusions reached by other experts and to advise as to the validity or weakness of the opinion.

Matters involving family-held or privately-held businesses or partnership interests often must be valued prior to property settlement or asset distribution. In business, it is common to reduce net income for tax purposes throughout the life of the business.  However, this practice could ultimately provide a benefit for one party over another as it relates to divorce proceedings, family estates, business formation or partnership or disputes.

Learn More About OCA and Our Process

How Can We Help?

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