Expert Witness Services

We are consulting experts in the listing, sale and brokerage of small businesses and business opportunities. We have handled a wide variety of transactions across a range of industries and business types, and have served as an expert witness on business brokerage matters.

Where counsel engages us

Partnership and shareholder disputes — value of a departing owner's interest
Marital dissolution — a closely held business as a marital asset
Estate and probate matters — date-of-death and gift valuations

Standard of care in brokerage — what a reasonable broker does, and does not, do
Failed or disputed transactions — disclosure, marketing and buyer qualification
Damages analysis — the effect of a disputed event on transferable value

Why a broker rather than a desk analyst

Real transaction data. Our conclusions rest on what comparable Bay Area businesses have actually sold for, because we sell them.
Every figure ties to a source document. Nothing comes from a template or another matter's numbers.
Methods stated in writing. Three approaches, weighted, with the reasoning shown — built to be examined.
We say what we cannot support. Where a certified appraisal is required, we say so and refer it out.

Engaging us

Call to discuss the matter before anything is committed to writing. We will tell you whether the question is one we can properly address, what records we would need, and what the analysis would involve. Conflicts are checked before any engagement.

Where counsel engages us

Why a broker rather than a desk analyst

Engaging us

Discuss a matter