Business Valuation & Expert Testimony in Mandeville, LA

Independent, CPA-Led Valuation and Litigation Support

Led by Maureen O’Rourke, CPA, we provide independent, well-documented business valuations and expert witness testimony for attorneys and business owners across the Louisiana Northshore. In business since 2007, our team brings over 40 years of combined accounting experience.

When the value of a business is on the line — in a sale, a partnership change, or a courtroom — you need numbers that hold up to scrutiny. We deliver clear, defensible analysis grounded in the company’s actual financial records.

Business Valuation

A reliable estimate of what a business is worth, built from clean financials and a documented methodology.

What we provide:

• Fair market value analysis for privately held businesses

• Financial statement review and normalization of earnings

• Valuation reports with supporting schedules and clear explanations

• Valuations for buying or selling a business

• Partner buy-ins, buyouts, and ownership transitions

• Support for lending, SBA financing, and succession planning

Best for: owners planning a sale, bringing in a partner, seeking financing, or planning their exit.

Expert Witness Testimony

Financial expertise for litigation. We provide independent, objective analysis that attorneys can rely on and that judges can follow.

What we provide:

• Expert witness testimony in depositions and at trial

• Business valuation for litigation matters

• Review and analysis of financial records, tax returns, and accounting data

• Written expert reports

• Consulting support to help counsel understand the financial issues in a case

• Rebuttal analysis of opposing experts’ findings

Best for: attorneys handling cases where a business’s value or financial records are in dispute.

Why Attorneys & Business Owners Choose Us

• CPA-led analysis — every engagement is overseen by a licensed CPA.

• Grounded in the books — our bookkeeping and QuickBooks expertise means we know how to find what the financial records really show.

• Clear, plain-language reporting — findings explained so clients, attorneys, and courts can understand them.

• Independent & confidential — objective analysis, handled with discretion.

• Local to the Northshore — serving Mandeville, Covington, Madisonville, Abita Springs, Slidell, Hammond, and clients remotely nationwide.

How It Works

1. Consultation

We discuss the purpose, timeline, and the records we’ll need.

2. Document Review

We gather and analyze financial statements, tax returns, and supporting records.

3. Analysis & Report

We prepare the valuation or expert findings with full supporting documentation.

4. Testimony & Support

When needed, we’re available for deposition, trial, or follow-up questions.

Need a Valuation or an Expert on Your Case?

Contact us to discuss your matter confidentially.