Resources
See the work before you engage
A sample deliverable and the checklist we use to launch every engagement. Instant download, no email required.
Sample Findings Memo
An anonymized two-page findings memorandum showing exactly how contributions, ratios, and sensitivities are presented to counsel—court-ready structure included.
Download PDFDocument Checklist
What to gather before engaging a forensic accountant—the six document categories that determine how fast (and how affordably) an engagement moves.
Download PDFThe Litigator's Financial-Records Checklist
A one-page reference for what financial records to request—by category—before depositions, mediation, or expert disclosure.
Download PDFWant a checklist built for your case?
After a short scoping call, you get a document list tailored to your matter, so the first week isn't spent chasing records.
Conflicts are checked before we discuss the merits of any matter.