Forensic, Litigation & Valuation Services

Louis Plung & Company’s forensic accounting and valuation experts provide services relating to forensic accounting investigations, valuations, calculation of economic damages, and expert witness testimony. Our professionals have worked with legal counsel, individuals, and private companies to provide independent, supportable analysis and expert opinions on a wide-range of matters. Our specialists bring more than 30 years of experience in providing clients and attorneys the expertise they need in litigation disputes and on valuation issues.

Providing Sound Analysis And Credible Support

Louis Plung & Company’s forensic accountants and valuation specialists have extensive experience supporting legal counsel and their clients through all stages of the litigation process. Our professionals consult with clients and counsel through all phases of litigation including: assisting in preparing and responding to interrogatories, attending depositions, conducting interviews and fraud investigations, tracing assets, calculating damages, and providing credible expert witness testimony. 

Litigation support services include:
 
  • Lost profits claims
  • Property damage / business interruption claims
  • Shareholder and partner disputes
  • Post-acquisition dispute damages
  • Family law and marital dissolution (including valuing assets, tracing hidden assets, and calculating disposable income)
  • Wrongful death claims
  • Bankruptcy disputes
  • Employment disputes
  • Alternative Dispute Resolution (“ADR”)

The Right Team for Your Corner

Our experienced and credentialed experts provide you with the critical support needed, when you need it most.

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Supporting You Through Precise Execution

Whether contemplating the potential sale of your business, undergoing a complicated corporate restructuring, issuing stock options or other equity-based compensation, or considering transitioning ownership of your business to the next generation, Louis Plung & Company’s specialists can support you on a wide range of valuation services.

Our valuation specialists have the experience and expertise needed to assist you in valuing your business, goodwill and other intangible assets, stock options, and complex securities. You can rely on our highly trained professionals to provide the precise valuations needed to make critical business decisions.

Valuation services include:
 
  • Business valuations (including minority interests)
  • Stock options (IRC 409A valuations)
  • Estate and gift tax valuations
  • Family law and matrimonial dissolution
  • Shareholder or partner disputes/buyouts
  • Bankruptcy, insolvency, and reorganizations
  • Employee stock ownership plans (ESOP)
  • Leveraged buyout transactions
  • Mediation and arbitration
  • Fair value reporting
  • Goodwill impairment testing
  • Valuation disputes

The Right Team for Your Corner

Our experiences and credentialed experts provide you with the critical support needed, when you need it most.

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Creating Efficiencies To Protect You

Louis Plung & Companies fraud prevention specialists have worked with boards and business owners for organizations of all sizes, helping them to develop an efficient and appropriate fraud risk management program. We provide several fraud prevention services including, but not limited to, fraud risk assessments, developing written policies, internal control improvements, fraud awareness training for employees and establishment of an employee whistleblower program.

As part of an organization’s governance structure, a fraud risk management program should be in place. The key elements for establishing an effective environment for managing an organization’s fraud risk should include the following:
 
  • Written fraud policy 
  • Periodical risk exposure 
  • Application of controls 
  • Establish detection techniques 
  • Well-defined reporting process

The Right Team for Your Corner

Our experienced and credentialed experts provide you with the critical support needed, when you need it most.

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Specialists

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Catherine Marchelletta, CPA, MST
Catherine Marchelletta, CPA, MST
Partner
Richard Fischer, CPA, CGMA
Richard Fischer, CPA, CGMA
Partner
Tony Montanaro, CPA/ABV, CFE
Tony Montanaro, CPA/ABV, CFE
Senior Manager

"Because of Louis Plung & Company's hard work to understand and represent our organization's financial conditions, Louis Plung & Company has provided us with a unique and powerful authoritative clarity."

Michael Troiani, The Troiani Family

Let's Talk about Your Unique Needs

Whether looking to partner with a strategic business advisor or simply looking for answers, we welcome and encourage all questions.

Let's talk opportunity.
Business discussion
BKR
BKR
CFMA
CFMA
NAIOP
NAIOP
PVCA
PVCA
AICPA
AICPA
PICPA
PICPA