Business Transaction Cases

Damage Analysis in Failed Software Development and Implementation Projects

Assessed damages and causation in matters involving a failed enterprise resource planning (ERP) projects and failed software development projects.


Retained as an expert in matters involving alleged bankruptcy fraud and valuation issues.

Marital Dissolution

Retained as an expert to value various businesses, perform forensic analysis and consult with clients about tax aspects of divorce.

Breach of Contract

Retained as an expert to calculate damages resulting from termination of a contract.

Fraud in the Inducement

Retained as an expert in addressing omitted information and it’s impact on the price paid by a buyer.

Damages Analysis Involving Construction Projects and Companies

Retained as a damages expert in cases involving concrete structures, flood-related reconstruction, new construction, leasehold improvements, moving expense, and other matters involving construction, facilities and related costs.

Valuation of Software, Technology, Intangible Assets and Technology Companies

Valuation of software, technology, intangible assets (including intellectual property) and technology companies for litigation purposes where asset and/or business valuation are at issue. These types of valuations are also provided for non-litigation purposes such as tax, financial accounting, and transaction assessment purposes.

Damage Analysis in a Recording Contract Dispute

Assessed damages and causation issues related to a dispute between a record company and a top-selling musical artist that involved claims for lost record company profits and lost royalty income by the artist.

Business and Trademark Value for Musical Act

Determined the value of a partner’s share in the touring business and trademark of a top-selling musical act following the decision of a founding member to stop touring with the band. This analysis was developed for litigation purposes.

Trade Secret Misappropriation and Unfair Competition

Retained as an expert addressing various liability, causation and damage issues in matters involving trade secret misappropriation, unfair competition and related claims in various industries.

Post-Employment Disputes

Retained as an expert in disputes related to claims of misappropriation, wrongful termination and breach of contract involving non-solicitation and non-compete provisions.

Post-Transaction Disputes

Retained as an expert related to disputes following transactions involving licensing, the sale of equity and the sale of assets, supply agreements, working capital provisions, purchase price adjustments and confidentiality agreements.

Lost Value in a Business Sale Due to Failure to Provide Insurance Coverage

Calculated the lost “investment” or “synergistic” premium to the owners of a business due to a purchase offer being withdrawn due to insurance companies that failed to provide coverage for an environmental claim that arose during due diligence.

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