Where are your clients located?

Our office is in Media, PA. We serve attorneys and business owners across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

Shareholder Dispute Support

Q: Can your team serve as an expert witness?

Yes. Our team has given expert testimony in forensic accounting matters and has been deposed in a partner dispute. We also prepare valuation reports and rebuttal reports in shareholder and partner disputes. Many of these cases settle before trial, and a well-supported valuation often drives that outcome.

Resolve Disputes With the Facts

Ownership disputes are personal, complicated and expensive. Whether the disagreement is over value, compensation, distributions or allegations of mismanagement, the outcome often turns on the financial analysis.

We help attorneys and owners understand the numbers. That includes valuing ownership interests, reviewing compensation and related-party transactions, tracing distributions and quantifying damages. Our work is independent and well documented, so it supports negotiation, mediation or testimony.

Valuation for Dispute Resolution

Determining fair value or fair market value when parties disagree on what the business is worth.

Financial Analysis

Analyzing company financials, distributions, compensation and related-party transactions.

Breach of Fiduciary Duty Analysis

Evaluating allegations of self-dealing, waste or mismanagement.

Damages Calculation

Quantifying economic harm resulting from the disputed conduct.

Expert Witness Services

Providing reports and testimony in court, mediation or arbitration.

Frequently Asked Questions

What is the difference between fair value and fair market value?

Fair market value is the price between a hypothetical willing buyer and seller, and it often includes discounts for lack of control and marketability. Fair value is a legal standard set by state law or the agreement, and courts often do not apply those discounts. The right standard depends on the statute, the agreement and the court.

Can your team serve as an expert witness?

Yes. Our professionals prepare valuation reports and rebuttal reports in shareholder and partner disputes, and members of our team have provided sworn testimony, including deposition testimony in a partner dispute and courtroom testimony on forensic accounting matters.

Tom Saris, CPA, CVA, CFE at Brinker Simpson & Company discussing valuation consulting services

August 27, 2026

Valuation Consulting: When You Need an Answer, Not a Report

Not every decision needs a formal valuation report. Here is when a consulting engagement gives you the answer faster and at lower cost.

Valuation

August 13, 2026

Conclusion of Value: When Your Business Valuation Has to Hold Up

Most business owners get a valuation because they want to know something. Sometimes they need to prove it. Those are two different engagements, and the difference matters the moment someone else has ...

Fraud and Forensic • Valuation • Estate and Succession Planning

May 20, 2025

Why Industry Risk Matters in Business Valuation

When valuing a private business, IRS Revenue Ruling 59-60 remains one of the most foundational guides for determining value. Among the key factors it identifies is "the condition and outlook of the ...

Business Advisory • Valuation

Shareholder Disputes

Resolve Disputes With the Facts

What We Do

Valuation for Dispute Resolution

Financial Analysis

Breach of Fiduciary Duty Analysis

Damages Calculation

Expert Witness Services

Who Is This For

Meet the Team

Thomas Saris, CPA, CVA, CFE