Litigation Support Group
Joe is a licensed Certified Public Accountant (CPA) with over 15 years experience in private industry, management consulting, business valuations and litigation support. Joe is a finance and business professional with an outstanding eye for forensic accounting and assessing the true story behind an individual or business’s financials. Inscrutable financial statements are a specialty
His business background in operations, information technology, human resources, and accounting adds an important dimension to his approach to a business’s financial documents. His knowledge of business practices and strategies can help determine if the numbers match the operation and whether assets are being hidden or diverted.
Joe’s Litigation Support consultations look at the whole case with a confidential review of the strengths and weaknesses of the financial claims and evidence of all parties. His consultations and reports are of the highest professional standard and prepared in the timely manner necessary to assist attorneys in the midst of case preparation.
Joe is also available as an expert witness, offering a neutral opinion as a financial and business pro.
Areas of Special Competence
 Economic, financial, operational and management consulting
for small to medium-sized businesses
Forensic Accounting
Business Valuations
Other Litigation Support services
Economic Loss Analysis
Litigation Support Background
Joe prepares business valuations, forensic accounting, economic damage calculations as well as other types of litigation support. He is a Certified Valuation Analyst (CVA) with experience in valuation and forensic accounting for various closely held small-to-mid-size companies. Business valuations can be done for the purposes of litigation, IRS, family law and strategic planning. Some of the industries where Joe has provided valuation and economic damage calculations include: manufacturing, professional practices, construction, distribution, retail, and real estate.
Management Consulting Background
Joe is a Certified Management Consultant (CMC). Less than 1% of all consultants achieve this level of performance. CMC is a credential awarded by the Institute of Management Consultants USA and represents evidence of the highest standards of consulting and adherence to the ethical canons of the profession. CMC professionals meet strict criteria including educational requirements, several years of successful consulting experience, client recommendations, and business ethics of the highest standard. Joe currently serves as an advisor to many small to mid-size businesses.
Professional Associations
American Institute of Certified Public Accountants
Illinois Certified Public Accountant Society
National Association of Certified Valuation Analysts
Institute of Management Consultants
American Bar Association
Institute of Management Accountants
Construction Financial Management Association
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Business Valuation