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BUSINESS ADVISORY

BUSINESS ADVISORY

BUSINESS ADVISORY

Every decision requires financial considerations and results in financial implications for your business. Our trained and credentialed Business Advisory Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.

We are a full-service Business Advisory Services team providing business valuation and forensic accounting services. Our team of business valuers perform business valuations for financial reporting, estate and gift, financial reporting, sale and purchase purposes. Our team’s forensic accountants conduct fraud, embezzlement, and economic damage investigations for civil and criminal matters. Our specialists have extensive experience providing expert testimony in state and federal courts and are frequently appointed by the courts as an independent neutral.

In early 2020, Rosenfield and Company merged with longtime friends at Morrison Valuation & Forensic Services (MorrisonVFS) to expand and enrich the bench strength of Rosenfield’s Business Advisory Services practice. Former managing partner of MorrisonVFS, Robert (Bob) Morrison, and his incredibly experienced and credentialed team brings to the table over 30 years of experience in complex litigation matters and performing business valuations.

Our Business Advisory Services Include

  • 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

Meet Our Firm Leader of Business Advisory

Robert Morrison,
ASA, BV/IA, CPA/CGMA

“Innovation distinguishes between a leader and a follower.” — Steve Jobs

Robert Morrison, former Managing Partner of Morrison Valuation & Forensic Services, LLC, merged with Rosenfield and Company, PLLC in January 2020. He has over 10 years of experience in private industry corporate accounting and finance and almost 30 years of experience providing valuation, forensic and litigation consulting services.

Robert has provided expert testimony regarding financial and accounting matters in federal and state courts and in arbitration proceedings. Read more…

Insight From Our Business Advisory Clients