Business Advisory

Valuations, Litigation & Forensic

Business Advisory Services

Every business decision carries financial implications. Our Business Advisory Services are designed to help business owners and stakeholders make informed, strategic choices based on accurate financial insight.

With over 30 years of combined experience in complex litigation matters and business valuations, our trained and credentialed specialists bring deep expertise to every engagement. We conduct in-depth analyses and studies to provide clients with the relevant information they need to evaluate alternatives and make confident, data-driven decisions.

Our team delivers comprehensive business valuation and forensic accounting services. We perform valuations for financial reporting, estate and gift planning, sales and acquisitions, and other business purposes. Our forensic accountants investigate matters involving fraud, embezzlement, and economic damages, providing clear, defensible findings for both civil and criminal cases.

With extensive experience serving as expert witnesses and court-appointed neutrals in state and federal courts, our professionals are recognized for their precision, integrity, and objectivity.

Merging Expertise. Expanding Possibilities.

In 2020, Rosenfield and Company proudly merged with Morrison Valuation & Forensic Services (MorrisonVFS) to expand and strengthen our Business Advisory Services practice. Led by Robert (Bob) Morrison, the former managing partner of MorrisonVFS, this merger brought an exceptional team of seasoned professionals with more than three decades of experience in complex litigation and valuation matters.

The combined expertise of our teams has enhanced our ability to deliver deeper insights, broader capabilities, and greater value to the clients and industries we serve.

Business Valuations
  • Debt and Equity Capital Solicitation
  • Litigation
  • Buy-sell transactions
  • Pension Benefits, Retirement Accounts
  • Quality of Earnings Reports
  • Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
    • Technology / IP / Patents / Software
    • Non-Compete Agreements
    • Personal Goodwill
    • Tradenames / Trademarks
  • Estate, Gift Planning and Taxes
  • Shareholder / Partner Disputes
  • Mergers and Acquisitions
  • Marital Dissolution
  • Consulting and Expert Witness Services
  • Tortious Interference
  • Breach of Contract
  • Patent, Trademark, Trade Secret Infringement
  • Fraud in The Inducement
  • Fraudulent Conveyance
  • Employee Defalcation
  • Partner Disputes
  • Dissenting Shareholder
  • Corporate Dissolution
  • Deceptive and Unfair Trade Practices
  • Marital Dissolution
  • White Collar Fraud and Abuse
  • Asset Dispersion
  • Royalty Audits
  • Floorplan Out-Of-Trust Transactions
  • Special Trust Accounting Matters
  • Bankruptcy
  • Trustee
  • Examiner
  • Liquidating Agent
  • Chief Restructuring Officer
  • Federal and State Court
    • Receiver
    • Independent Subject Matter Expert
    • Assignee for The Benefit of Creditors
    • Special Master
  • Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
  • Preferential Transfer Investigations
  • Fraudulent Transfer Investigations
  • Claims Analysis
  • Confirmation Plan Financial Feasibility
  • Executory Contracts
  • Liquidation Analysis
  • Bankruptcy Fraud
  • Preparation of Bankruptcy Schedules and Statement of Financial Affairs
  • Preparation of Debtor-In-Possession Reports
  • Financial Analysis

Paul Dumm

CPA, ABV, CFF, CFE, ASA

Firm Leader: Business Advisory Services Team

what our clients say

Client Insights

Business Advisory

Valuations, Litigation & Forensic

Business Advisory Services

Every business decision carries financial implications. Our Business Advisory Services are designed to help business owners and stakeholders make informed, strategic choices based on accurate financial insight.

With over 30 years of combined experience in complex litigation matters and business valuations, our trained and credentialed specialists bring deep expertise to every engagement. We conduct in-depth analyses and studies to provide clients with the relevant information they need to evaluate alternatives and make confident, data-driven decisions.

Our team delivers comprehensive business valuation and forensic accounting services. We perform valuations for financial reporting, estate and gift planning, sales and acquisitions, and other business purposes. Our forensic accountants investigate matters involving fraud, embezzlement, and economic damages, providing clear, defensible findings for both civil and criminal cases.

With extensive experience serving as expert witnesses and court-appointed neutrals in state and federal courts, our professionals are recognized for their precision, integrity, and objectivity.

Merging Expertise. Expanding Possibilities.

In 2020, Rosenfield and Company proudly merged with Morrison Valuation & Forensic Services (MorrisonVFS) to expand and strengthen our Business Advisory Services practice. Led by Robert (Bob) Morrison, the former managing partner of MorrisonVFS, this merger brought an exceptional team of seasoned professionals with more than three decades of experience in complex litigation and valuation matters.

The combined expertise of our teams has enhanced our ability to deliver deeper insights, broader capabilities, and greater value to the clients and industries we serve.

Business Valuations
  • Debt and Equity Capital Solicitation
  • Litigation
  • Buy-sell transactions
  • Pension Benefits, Retirement Accounts
  • Quality of Earnings Reports
  • Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
    • Technology / IP / Patents / Software
    • Non-Compete Agreements
    • Personal Goodwill
    • Tradenames / Trademarks
  • Estate, Gift Planning and Taxes
  • Shareholder / Partner Disputes
  • Mergers and Acquisitions
  • Marital Dissolution
  • Consulting and Expert Witness Services
  • Tortious Interference
  • Breach of Contract
  • Patent, Trademark, Trade Secret Infringement
  • Fraud in The Inducement
  • Fraudulent Conveyance
  • Employee Defalcation
  • Partner Disputes
  • Dissenting Shareholder
  • Corporate Dissolution
  • Deceptive and Unfair Trade Practices
  • Marital Dissolution
  • White Collar Fraud and Abuse
  • Asset Dispersion
  • Royalty Audits
  • Floorplan Out-Of-Trust Transactions
  • Special Trust Accounting Matters
  • Bankruptcy
  • Trustee
  • Examiner
  • Liquidating Agent
  • Chief Restructuring Officer
  • Federal and State Court
    • Receiver
    • Independent Subject Matter Expert
    • Assignee for The Benefit of Creditors
    • Special Master
  • Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
  • Preferential Transfer Investigations
  • Fraudulent Transfer Investigations
  • Claims Analysis
  • Confirmation Plan Financial Feasibility
  • Executory Contracts
  • Liquidation Analysis
  • Bankruptcy Fraud
  • Preparation of Bankruptcy Schedules and Statement of Financial Affairs
  • Preparation of Debtor-In-Possession Reports
  • Financial Analysis

Paul Dumm

CPA, ABV, CFF, CFE, ASA

Firm Leader: Business Advisory Services Team

what our clients say

Client Insights

Business Advisory Services

Valuations, Litigation & Forensic

Business Advisory Services

Every business decision carries financial implications. Our Business Advisory Services are designed to help business owners and stakeholders make informed, strategic choices based on accurate financial insight.

With over 30 years of combined experience in complex litigation matters and business valuations, our trained and credentialed specialists bring deep expertise to every engagement. We conduct in-depth analyses and studies to provide clients with the relevant information they need to evaluate alternatives and make confident, data-driven decisions.

Our team delivers comprehensive business valuation and forensic accounting services. We perform valuations for financial reporting, estate and gift planning, sales and acquisitions, and other business purposes. Our forensic accountants investigate matters involving fraud, embezzlement, and economic damages, providing clear, defensible findings for both civil and criminal cases.

With extensive experience serving as expert witnesses and court-appointed neutrals in state and federal courts, our professionals are recognized for their precision, integrity, and objectivity.

Merging Expertise. Expanding Possibilities.

In 2020, Rosenfield and Company proudly merged with Morrison Valuation & Forensic Services (MorrisonVFS) to expand and strengthen our Business Advisory Services practice. Led by Robert (Bob) Morrison, the former managing partner of MorrisonVFS, this merger brought an exceptional team of seasoned professionals with more than three decades of experience in complex litigation and valuation matters.

The combined expertise of our teams has enhanced our ability to deliver deeper insights, broader capabilities, and greater value to the clients and industries we serve.

Business Valuations
  • Debt and Equity Capital Solicitation
  • Litigation
  • Buy-sell transactions
  • Pension Benefits, Retirement Accounts
  • Quality of Earnings Reports
  • Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
    • Technology / IP / Patents / Software
    • Non-Compete Agreements
    • Personal Goodwill
    • Tradenames / Trademarks
  • Estate, Gift Planning and Taxes
  • Shareholder / Partner Disputes
  • Mergers and Acquisitions
  • Marital Dissolution
  • Consulting and Expert Witness Services
  • Tortious Interference
  • Breach of Contract
  • Patent, Trademark, Trade Secret Infringement
  • Fraud in The Inducement
  • Fraudulent Conveyance
  • Employee Defalcation
  • Partner Disputes
  • Dissenting Shareholder
  • Corporate Dissolution
  • Deceptive and Unfair Trade Practices
  • Marital Dissolution
  • White Collar Fraud and Abuse
  • Asset Dispersion
  • Royalty Audits
  • Floorplan Out-Of-Trust Transactions
  • Special Trust Accounting Matters
  • Bankruptcy
  • Trustee
  • Examiner
  • Liquidating Agent
  • Chief Restructuring Officer
  • Federal and State Court
    • Receiver
    • Independent Subject Matter Expert
    • Assignee for The Benefit of Creditors
    • Special Master
  • Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
  • Preferential Transfer Investigations
  • Fraudulent Transfer Investigations
  • Claims Analysis
  • Confirmation Plan Financial Feasibility
  • Executory Contracts
  • Liquidation Analysis
  • Bankruptcy Fraud
  • Preparation of Bankruptcy Schedules and Statement of Financial Affairs
  • Preparation of Debtor-In-Possession Reports
  • Financial Analysis

Paul Dumm

CPA, ABV, CFF, CFE, ASA

Firm Leader: Business Advisory Services Team

what our clients say

Client Insights