Leveraging over 10 years of experience, Theresa consistently adds unparalleled value to private clients or the legal community seeking accurate and comprehensive financial guidance to support valuation and litigation matters.
As an accredited valuation professional, Theresa regularly provides clients across many industries with a better understanding of their business value for purposes of family law, mergers and acquisitions, estate and gift tax, ESOP valuations, SBA valuations and shareholder disputes. Her meticulous approach ensures valuations are accurate, thorough and well-documented, providing business owners with a clear understanding of the value of their business.
Theresa leverages her expertise and experience to provide clients transparency and strategic recommendations in their litigation and non- litigation matters. She is proficient in assembling the information necessary to build a strong case in matters of fraud, forensics, lost profits and business interruption. Theresa is well-versed in attending and negotiating at mediation, and provides eloquently written reports both for valuation purposes, as well as under Federal Rule 26.
As a collaborative divorce financial specialist, she supports the collaborative process and is dedicated to assisting both parties in evaluating their entire financial situation. She provides analyses related to business valuation, income available for support, the parties’ marital estate, as well as an understanding of potential tax consequences of different divisions of assets and options for settlement.
Applying her financial proficiency with understanding of legal proceedings, Theresa works with private clients and legal counsel ensuring they have data-driven answers needed to bring clarity and resolution in and outside the courtroom.
- Certified Valuation Analyst (CVA)
- Certified Fraud Examiner (CFE)
- Litigation Support
- Valuation Advisory