Case Studies

Representative matters.

Nine anonymized engagements showing how disputed numbers get tested against the records. Party names and identifying details are omitted to preserve confidentiality: ask for the matters closest to yours.

Litigation matters

Damages and rebuttal work built to survive challenge.

Breach of contract · Lost profits

Lost profits claim: proposed acquisition of an entertainment venue

Dispute: Breach of contract lost profits claim involving the proposed acquisition of a seasonal entertainment venue.
In question: Whether expected venue profits were supported by transaction documents, financial records, attendance data, pricing, payroll, and operating records.
Analysis: Projected revenue needed to be matched with the expenses required to operate the venue, including avoided, variable, and nonrecurring costs.
Role & outcome: Retained by counsel; prepared a supportable net profits analysis and calculated prejudgment interest for claim evaluation and dispute resolution.

Rebuttal · Business interruption

Business interruption rebuttal: restaurant fire loss

Dispute: Business interruption damages dispute arising from a restaurant fire loss.
In question: Projected sales, profitability, saved expenses, and the appropriate period of restoration.
Analysis: The opposing calculation relied on assumptions that differed materially from the restaurant's own historical sales, expense, and profitability records.
Role & outcome: Retained by defense counsel; prepared an evidence-based rebuttal highlighting the key assumptions driving the claimed loss.

Rebuttal · Lost profits

Hotel lost profits claim: evaluation of a speculative yardstick method

Dispute: Hotel lost profits claim based on a speculative yardstick methodology.
In question: Whether selected comparable hotels provided a reliable basis for estimating the subject hotel's lost profits.
Analysis: The yardstick assumptions were unsupported in key respects, and a before-and-after analysis using the hotel's own records produced a lower, more reliable measure.
Role & outcome: Retained by defense counsel; identified overstated profitability, expense-treatment issues, and a formula error for use in rebuttal.

Construction defect · Lost profits

Construction defect and lost profits: automobile dealership

Dispute: Construction defect and lost profits dispute involving an automobile dealership.
In question: Whether a 70-day repair period caused permanent lost profits across new vehicle, used vehicle, parts, and service departments.
Analysis: Some claimed impacts represented deferred revenue recovered after the repair period rather than permanent lost sales.
Role & outcome: Evaluated department-specific results and profitability; produced a substantially lower and more supportable damages measure.

Cost overruns · Commercial real estate

Construction cost overrun and damages: commercial real estate development

Dispute: Construction cost overrun and damages dispute involving a commercial real estate development.
In question: Whether claimed material and labor overruns were supported by project records and attributable to disputed work or scope changes.
Analysis: The records identified principal cost drivers and helped distinguish supported overruns from unsupported or unrelated amounts.
Role & outcome: Prepared a supportable damages calculation for client and counsel to use in settlement and litigation evaluation.

Asset tracing · Family law

Asset tracing and marital property analysis: divorce litigation

Dispute: Divorce litigation involving asset tracing and marital property analysis.
In question: The identification, classification, tracing, and valuation of assets accumulated before and during the marriage.
Analysis: Financial records showed the flow of funds among accounts, acquisitions, dispositions, transfers, and commingled sources over time.
Role & outcome: Organized the records into a tracing framework to help client and counsel evaluate property-characterization issues and settlement positions.

Insurance-claim matters

Fast, defensible numbers that close files.

Business interruption · First-party

Business interruption analysis: multi-location fine jewelry retailer

Dispute: Business interruption insurance claim involving a multi-location fine jewelry retailer.
In question: Store-level business income, civil authority impacts, reopening timelines, indemnity periods, and applicable coverage limits.
Analysis: Losses varied by location and coverage category, with projected losses and potential limit exhaustion depending on each store's facts.
Role & outcome: Retained for the insurer; provided documented calculations by store, brand, and coverage category to support claim evaluation.

Fidelity claims · Employee theft

Fidelity insurance claim: employee theft and inventory misappropriation

Dispute: Fidelity insurance claim involving alleged employee theft and inventory misappropriation.
In question: Whether the claimed inventory losses were supported by transaction-level, accounting, warehouse, and access-control records.
Analysis: The available records allowed claimed inventory movements, adjustments, purchases, sales, and employee access information to be tested against the loss presentation.
Role & outcome: Retained for the fidelity insurer; developed a detailed framework for evaluating claim reliability and supported loss amounts.

Builders risk · Delay claims

Builders risk delay claim: allocating delay across three separate events

Dispute: Builders risk delay claim involving three separate property damage events during construction.
In question: Which delays, soft costs, and claimed lost rental profits were attributable to each insured event rather than unrelated project issues.
Analysis: The delay and damages needed to be allocated by event, coverage category, and specific delay period rather than treated as one undifferentiated claim.
Role & outcome: Retained for the insurance market; worked with scheduling professionals and calculated lost rental profits and additional soft costs by event.

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