Attorney Services
We offer litigation support services including forensic accounting and expert witness services for complex business litigation, family law, and trust & estate controversy matters.
Valuation Services
Business valuations for marital dissolution (divorce)
Minority interest discounts and control premium analysis
409A and IRC § 83(b) valuations for private equity interests
Fair market value vs. fair value analysis (e.g., for shareholder disputes)
Economic damages calculation tied to business interruption or tort claims
Family Law
Forensic tracing of marital vs. separate property
Lifestyle and spending analysis (standard of living reports)
Community property business valuation under California Family Code §1100
Rebuttal analysis of opposing expert valuations
Coverture fraction and stock option apportionment analysis
Moore/Marsden calculations (real estate appreciation in marriage)
Economic Damages & Lost Profits
Lost profits due to breach of contract or tort
Valuation of lost business opportunity or goodwill
Future earnings/lost wages analysis (esp. for sole proprietors)
Contribution margin modeling for product-line-specific damages
Forensic Accounting & Investigation
Identification of hidden income or assets
Analysis of financial statements for irregularities
Reconstruction of books and records
Unwinding of commingled accounts or intercompany transfers
Expense reimbursement audits or executive compensation reviews
Expert Witness & Trial Support
Expert witness testimony (deposition, trial)
Review and critique of opposing expert reports
Trial graphics and demonstrative financial exhibits
Pre-trial strategy consulting and settlement support
Discovery assistance and tailored document request guidance
M&A and Transactional Disputes
Valuation of buy-sell agreements or earn-out clauses
Fairness opinions for contested transactions
Equity structure modeling in founder or partner disputes
Post-closing adjustment calculations (working capital, EBITDA hurdles)
Solutions For Start-Ups
We offer business valuations for pre-revenue start-ups. Even if your company is not revenue positive it has value. We teach you how to leverage your valuation to reduce borrowing costs and increase the performance of your fund raising efforts.
Engaging us in the start-up or pre-round stages will reveal to you what makes your company most valuable to investors. We teach you how to leverage that knowledge to guide your tipping point decisions as your company grows.

Crowd Funding Compliance Services
In order to participate in crowd funding the United States Securities and Exchange Commission ("SEC") requires you to file several forms.*
We provide turn key services to help you meet SEC requirements and reduce the time required to raise capital through crowdfunding.
Crowdfunding is a critical part of your fundraising track record and significantly impacts the way future investors will judge your company. Our services include a document highlighting the best parts of your crowdfunding journey that you can use with future prospective investors.
*The SEC describes a crowd funding site as a "funding portal". When you list your company on a portal you are listing the shares of your company for sale to the public.
Portal Matching
We match your company with the right crowdfunding site aligned with your goals.
SEC Filing
We gather the necessary data and file the SEC forms for you.
Success Monitoring
We help you monitor the success of your crowd funding campaign.
Journey Presentation
We create a crowdfunding journey presentation to use with future potential investors.
Business Broker Services
We Search And Screen Prospective Buyers. We Set Meetings For You.
Speak Only To High Conviction Buyers.
We Create A Valuation To Obtain Your Numbers, A Pitchbook To Tell Your Story, Promote Your Business For Sale Through Listings And Our Extensive Network Of Contacts, Screen Prospective Buyers, Coordinate And Facilitate Buyer-Seller Interviews,
Negotiate The Sale Price, Provide Closing Documents, And Shepherd The Transaction To A Timely Close.
We Provide Exit Planning And Retirement Planning Services Through Our Registered Investment Advisor IKT Holdings, Inc. (CRD: 316459).
Begin With A Business Valuation
1. Increase the sale price of your business
2. Reduce the borrowing cost of a loan for your business
3. Target opportunities for increasing revenue, reducing costs, and mitigating risk.