Top litigators turn to us
to uncover truth
in high-stakes cases.

We are the go-to team of financial experts
who tell a powerful story with numbers.

Meet the Team

Top litigators turn to us
to uncover truth
in high-stakes cases.

We are the go-to team of financial experts who tell a powerful story with numbers.

Meet the Team

Top litigators turn to us
to uncover truth
in high-stakes cases.

We are the go-to team of financial experts who tell a powerful story with numbers.

Meet the Team

Unmatched credibility. Tech-forward tools. Meticulous precision.

We blend decades of forensic accounting experience and rigor that our clients have always relied on,
with cutting-edge analytics & AI to deliver sharper insights for investigations and litigation.

Our proprietary technology accelerates the work.
Our specialized experts ensure it stands up to scrutiny.

Damage Opinions | Forensic Accounting | Business Valuations

Unmatched credibility.
Tech-forward tools.
Meticulous precision.

We blend decades of forensic accounting experience and rigor that our clients have always relied on, with cutting-edge analytics & AI to deliver sharper insights for investigations and litigation.

Our proprietary technology accelerates the work. Our specialized experts ensure it stands up to scrutiny.

Damage Opinions | Forensic Accounting | Business Valuations

Why attorneys choose our team

We're built for the pace of modern litigation.

Combining courtroom-ready expertise with advanced analytics.

Established Credibility and Reputation

Clients consistently tell us our credibility is unmatched. Attorneys have trusted our independent experts again and again to deliver results to resolve highly complex disputes.

Sophisticated Investigative Power

Our proprietary, custom-built AI tools are our investigative partner that helps us translate messy data much more efficiently, uncover anomalies, ensure nothing is missed and deliver pivotal insights faster.

Expert Judgment
at the Center

We understand not just the numbers but the legal context and nuances. While technology enhances our work, it never replaces professional skepticism that keeps our findings airtight.

Battle-Tested Testimony Experience

Our experts have testified hundreds of times. We know how to make complex financial analysis land with a judge or jury and how to hold our ground when opposing counsel pushes back.

You get value far beyond the numbers.

We work alongside you from early case assessment through trial.

Strategic Case-Shaping Insights

You get expert analysis earlier with more runway to build your case. We help you understand what questions to ask before it's too late to change course and bring your case strategy into focus.

Accurate, Defensible, Litigation-Ready Findings

You'll get clear, credible findings that give you the confidence to go to trial, arbitration, or negotiation knowing exactly where you stand — built to withstand cross-examination.

Precision at Any Scale

Our team can take on the big cases typically reserved for larger firms because our technology enables deeper review, greater accuracy and faster turnaround. No matter the size of your case, nothing falls through the cracks.

Nimble Boutique Firm Approach

We operate with the responsiveness, flexibility and personal attention of a boutique firm without the overhead and billing structure of large national firms.

Shannon Armstrong, Litigation Partner, Holland & Knight LLP
Serena's team brings strong analytical skills and a high level of excellence from top to bottom. She is thoughtful and prepared and willing to ask the tough questions to provide her input. Serena also has a way of connecting with our clients and is a valuable member of our team on every case she touches.
Susan Marmaduke, Litigation and Appellate Partner, Harrang Long Gary Rudnick P.C.
Serena is an excellent expert witness. Her thoroughness and professional integrity, as well as her clear communication style, make her very credible. On top of that, she is a pleasure to work with. She bears up very well under the pressures of litigation, maintaining her equanimity, clarity of thought, and sense of humor. Serena always comes through.
David Markowitz, Litigation/Trial Lawyer, Markowitz Herbold PC
We have a long-standing relationship with Serena's team and have brought them in as independent financial experts on landmark cases for many years. We continue to work with them because of the exceptional quality of work and value they deliver.
Joseph Arellano, Litigator, Portland Office Managing Director (Retired), Foster Garvey PC
I have relied on Serena and her top-notch team for two decades on a variety of cases that ranged from the super complex to the straightforward. This is a highly capable, diligent and hard-working group of experts who have earned a strong reputation and are highly respected for their integrity and credibility. They take the time to really understand your needs, calibrate their level of involvement depending on your preference, and then deliver high quality work product. You know you’re in good hands when they are on your case.
Joseph Arellano, Litigator, Portland Office Managing Director (Retired), Foster Garvey PC
Serena is a trustworthy teacher and professional. She has been my go-to expert for trial testimony and a key to success in court. I would engage her as early as possible to get the full benefit of her expertise and sound thinking so I could advise my clients on best next steps. She looks at a case in the most practical way that doesn’t require a big expense and understands different needs depending on case size and budget.

We specialize in

Lost Profits Damages

We quantify business lost profits resulting from allegations of harm, such as claims for breach of contract.

Intellectual Property Damages

We quantity damages resulting from allegations of patent and trademark infringement, as well as claims of false advertising and interference with economic relations.

Lost Wages & Wrongful Death Damages

We calculate lost wages and benefits resulting from allegations of wrongful termination. We also determine economic loss resulting from wrongful death.

Forensic Accounting & Fraud Investigation

We conduct accounting investigations involving allegations of financial malfeasance. Many of our business valuation projects include reconstruction of financial statements and identifying personal expenses. We also conduct fraud investigations, including allegations of employee embezzlement.

Advanced Data Analytics & AI

Many of our litigation projects include analysis of large, complex data sets. We employ data analytics skills to assist with development of the liability case and to quantify damages.

Business Valuation

We conduct business appraisals for litigation, estate planning, transactions and other purposes. We offer low scope calculations letters, as well as a more extensive option of a full appraisal report.