Strategic Support for Legal Matters
When legal situations involve business interests, accurate business valuation becomes a critical component of a successful legal strategy. Whether you're representing clients in divorce proceedings, commercial litigation, estate matters, or shareholder disputes, having a credible business valuation expert can support better outcomes across a range of legal matters.
At Sun Business Valuations, we've built our reputation over more than two decades by providing attorneys with the expert valuation services, litigation support, and credible testimony they need to achieve favorable outcomes for their clients. Our certified professionals understand that legal cases require more than just accurate numbers; they demand defensible methodologies, clear communication, and reliable expert testimony.
Experience Across Legal Practice Areas
Our legal valuation work spans a wide range of matters:
- In divorce and marital dissolution cases, we handle business appraisals, goodwill allocation, and forensic reviews of financial records to help determine equitable distribution.
- For shareholder and partnership disputes, we assess minority interests, apply appropriate discounts, and support settlement or litigation with reliable, documented valuations.
- In estate and gift tax matters, we prepare IRS-compliant valuations that align with current tax strategies and reporting standards.
- In commercial litigation, we provide loss calculations, valuation of IP and business interruption claims, and expert analysis for contract disputes.
- For M&A-related conflicts, we provide fairness opinions and valuations related to transactional disputes.
We also conduct business appraisals related to: shareholder buy-ins or buy-outs, Buy/Sell Agreements, Minority Oppression Cases, Employee Stock Incentive Programs, and other legal matters. In every case, we tailor our analysis to the specific facts at hand and deliver documentation designed to withstand rigorous scrutiny.
Why Attorneys Choose Sun Business Valuations
We're more than just a valuation firm, we're a strategic resource for legal professionals.. We've earned a reputation for clarity, professionalism, and precision—qualities that matter in resolving complex legal situations.
What sets us apart is how we work with attorneys. From the first conversation, we focus on understanding the legal framework of your case: What are the issues in dispute? What are the likely timelines? What kind of documentation or expert rebuttal might be needed?
We know that many legal matters don’t end up in court, which is why we focus on providing valuation clarity that supports resolution at every stage, whether in negotiation, planning, or litigation. With that understanding in place, we craft our approach to fit the demands of your matter, delivering valuations that meet evidentiary standards, support your legal strategy, and communicate effectively to judges, mediators, and opposing counsel.
Professional Valuation Services for Legal Matters
We understand legal timelines don't wait. Our team delivers comprehensive business valuations in 10 to 15 business days after receiving the required information and having a client intake call, with expedited options available for urgent situations. You'll receive a detailed, fully documented report that includes supporting data, methodology rationale, and market context—all in compliance with industry standards. Sun Business Valuations is one of the very few Valuation firms where our professionals hold certifications from all three trade organizations. Our professionals maintain valuation credentials from the National Association of Certified Valuation Analysts (NACVA), the American Institute of Certified Public Accountants Accreditation in Business Valuation (ABV), in addition to the CPA certification, and the American Society of Appraisers (ASA).
Our Process: Focused, Responsive, and Legal-Centric
Every engagement begins with a no-charge consultation. This conversation lets us understand your legal objectives, identify any known challenges or deadlines, and recommend the appropriate valuation scope.
Once engaged, we manage the entire process in-house with no handoffs to junior analysts or offshore staff. You'll work directly with a senior valuation experts who understands the legal environment and is available to answer questions, meet evolving needs, and prepare for testimony if required.
We organize our reports with the demands of litigation in mind. You'll receive:
- A clearly stated value conclusion supported by reliable methodology
- A well-documented rationale with source data, market analysis, and risk factors
- Executive summaries for easier client review
- Fully prepared documentation is ready for production and trial
If the matter proceeds to testimony, we support you with thorough preparation, including coaching for mock examinations when helpful.
Comprehensive Legal Valuation Services
Commercial litigation requires the insight of experienced, accredited business valuation professionals. Sun provides comprehensive litigation support designed to strengthen your client's legal position through pre-litigation case assessment and valuation impact analysis, damage quantification and economic loss calculations, settlement value ranges and negotiation support, and discovery planning and document identification.
During active litigation, we provide comprehensive business valuations with court-ready reports, opposing expert analysis and critique, deposition preparation and support, and trial exhibit development and presentation materials. When expert witness testimony is required, we deliver clear and compelling testimony, explain complex concepts in accessible terms, provide responsive cross-examination performance, and maintain a professional demeanor that enhances credibility.
Frequently Asked Questions
Schedule a No-Charge Consultation
At Sun Business Valuations, we partner with attorneys to deliver clear, defensible business valuations that hold up in court and align with your legal strategy. Whether you're preparing for discovery, negotiating a settlement, or heading to trial, our senior experts provide the responsiveness and precision your case requires.
Contact Stephen Goldberg, Managing Partner, at 800.232.0180, or complete this form to schedule your no-charge consultation.
We serve attorneys nationwide with the business appraisal and valuation expertise and strategic insight needed to support favorable legal outcomes.