Level evaluates accounting, tax, and economic matters of varying complexities with an unbiased perspective towards seeking, learning, and communicating the truth. Throughout this engagement, we apply appropriate levels of forensic tools and resources in order to generate cost-beneficial and useful discovery. We then combine complex financial matters with discovery in order to tell a useful and credible story to the trier of fact.
Our focus areas include: valuation disputes, shareholder/partner dissension matters, economic damages arising from: i) breach of contract, ii) lost profits, iii) business interruption, iv) breaches of fiduciary duty, and v) economic substance arguments. We have been engaged in varying jurisdictions with emphases in those matters pertaining to real-estate, settlement of estates and trusts, complex tax issues, insolvency/bankruptcy, and white-collar crime.