financial expert witness and litigation support
Investopedia Top 100 Advisor
Investopedia Top 100 Advisor

Exit Planning Institute’s 2018 Leader of the Year
Exit Planning Institute Leader of the Year

Knoxville Business Journal 40 Under 40
Knoxville Business Journal 40 Under 40

Financial Expert Witness & Litigation Support

Financial concerns often arise during legal matters. When they do, the numbers must be analyzed, interpreted, and presented by someone that understands finance implicitly. The advisors at Heritage Investors have been acknowledged as nationally awarded experts in areas of financial planning, business development/strategy, asset management, and exit planning. Heritage is the firm to trust when you need an economic and financial expert witness.

Heritage Investors’ litigation support involves extensive research and insight allowing us to build in-depth reports outlining multiple scenarios that we are able to present in common, everyday terminology that all parties will be able to comprehend. Having a financial expert witness on your side is a valuable asset and could, potentially, turn the ruling in your favor.

Lawyers, CPAs, arbitrators, and mediators have enlisted Heritage’s litigation support services for:

  • Divorce Disputes
  • Financial Planning Disputes
  • Succession Planning Disputes
  • Small Business Disputes
  • and other cases requiring complicated financial research and interpretation.

Heritage Investors’ extensive research, in-depth reporting, and clear, concise testimony have helped clients develop sound case strategies in Knoxville, Tennessee and across the U.S. Schedule a meeting with us to see if Heritage Investors financial and business expert witness services can help you!

Hire the Financial Expert...

Don't risk your next case by not understanding the full story behind complex financial scenarios.