Domestic Relations Services

When it comes to matrimonial matters, we are much more than highly qualified valuation experts. As a direct result of our extensive experience in this area we have developed numerous complementary service offerings, including:

Enhanced Earnings Capacity/Professional Licenses/Advanced Degrees - Analysis of an individual's enhanced earnings capacity and the determination of value for professional licenses, advanced educational degrees, and career attainments. 

Net Worth Statements – We assist counsel in the preparation of the statement of net worth required under Domestic Relations Law Section 236 in New York State. More specifically we:

(a) Consult with the client and attorney to determine the amount and nature of assets and liabilities, as well as income and expense levels as of the appropriate date or dates;
(b) Gathering and examination of relevant supporting documentation;
(c) Processing the statement of net worth form required under DRL §231.

Lifestyle Analyses – We perform lifestyle analyses of an individual’s sources and uses of income for spousal and child support purposes and for the imputation of unreported income.

Question Development – We assist in the development of questioning for interrogatories, examinations before trial, and direct/cross-examination for all relevant financial issues.

Forensic Accounting – We perform financial investigatory services designed to disclose hidden assets or income, transferred assets, and identify transmuted or commingled assets.

Settlement Assistance – We participate at settlement conferences and assist with settlement negotiations involving the equitable distribution of assets, spousal maintenance, and child support.

Asset Tracing – We perform asset tracing services in establishing the separate vs. marital components of the marital estate.

Separation Agreements – We provide assistance to legal counsel in the drafting of separation agreements and the structuring of settlements.

Critique of Opposition – We review and critique the opposing financial expert’s report/opinion and provide expert rebuttal testimony.

Expert Testimony – We have been deposed and/or have provided expert testimony in support of our valuation opinions in countless matrimonial matters.

Assistance in Drafting Briefs – We provide assistance in preparing trial and appellate briefs.


Valuation, Forensic & Litigation Portal

For Document Portal Support, please send an email to vflportalsupport@bstco.com.

Portal Support Document

  VLF's Portal User Guide

Service Advisors

John R. Johnson
Thomas A. Hutson
Michael J. Raymond

Related Resources

  Business Valuation Information Sheet
  Valuation, Forensic and Litigation Services Brochure
  Revenue Ruling 59-60

Articles

  Valuations of Interests in Private Equity and Hedge Funds
  For Asset Managers, the Risk Is In the Return
  New York Law Journal Valuation Article
  Duplication Revisited by Johanne Floser
  A Peek Through Hedges Provides Insight on Valuation Discounts Article
  Assessing Risk in Enhanced Earnings Valuations in Matrimonial Litigations article by John Johnson
  The Loaded Gun article by John Johnson
  Valuing the Closely Held Business article by Johanne Floser
  The AICPA Business Valuation Standard SSVS 1 article by Tom Hutson
  Business Valuation and C Corp Taxes on Embedded Gains Article by Tom Hutson
  White Paper - Avoiding Duplication in Matrimonial Proceedings

Presentations

  Avoiding Double Cross: The Unique Role of the Neutral Expert - Presentation from the 3rd Annual Summit on Business Valuation in Divorce
  Duplication Revisited Presentation by John Johnson - AAML Panel Discussion and the NYSBA Spring CLE
  Presentation on the Valuation of Hedge and Private Equity Funds
  Handout on Definitions of Hedge Fund Strategies from Presentation on the Valuation of Hedge and Private Equity Funds
  Handout on Glossary of Terms from the Presentation on the Valuation of Hedge and Private Equity Funds
Valuation Process & Discovery presentation by John Johnson
  Accounting and Other Differences Among Business Entities presentation by John Johnson
  Advanced Tax Return & Financial Statement Analysis presentation by John Johnson


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