Brokerage Expert Witnesses

Brokerage expert witnesses may be sought out for different cases involving financial transactions. Brokerage refers to the process through which a broker arranges the transaction between a buyer and seller, which occurs in a numerous array of fields. Brokerage expert consulting may provide insightful information for cases involving such areas as real estate appraisal, various forms of insurance coverage, real property, business disputes, economics, securities, broker malpractice, banking operations, mortgage lending, and other details involved with business transactions, as each may become relevant in the event of a lawsuit.

Whether it involves small businesses, global corporations, franchises, or other types of industries, brokerage expert witnesses may be an essential factor in reaching a successful outcome to your case. Brokerage expert witnesses may have experience working as business brokers, real estate brokers, and other related areas. Each brokerage procedure must adhere to the rules and regulations of agent and broker standards, as any violation would be cause for possible lawsuits.

Each brokerage expert witness may have specific experience pertaining to each case. A brokerage expert witness with a background in real estate, for instance, may be knowledgeable with such areas as construction, fair market value, home inspections, historical restoration, real estate documents, and other issues related to the real estate industry.

For more than twenty years, ForensisGroup has worked at connecting attorneys with only the most qualified of experts from each field, resulting in great success. Call us today or fill out and Submit An Expert Request Form to be matched with a trusted brokerage expert witness for your case.

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Expert 521672 - CA(S)

Expertise Description

I have over 20 years experience in Accounting and Tax Preparation with expertise in tax preparations, audits, IRS & State Audit Representation, Intuit Tax, Turbo Tax, Tax Cut, Drake and TaxWise software. My responsibilities have ranged from Management, Supervision, Customer Service, Mediation, and Technical Hands-On. I have produced high gross profits with high CSIs for various types of businesses including small businesses and large corporations. My Specialty and Expertise lies in partnerships and Limited Liability Companies. I have also spent more than 5 years as an accounting expert witness with consultations, deposition, and courtroom testimony.

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Expert 441142 - NV

Expertise Description

I have more than 30 years experience in the field of Real Estate with extensive experience in commercial and investment real estate, land acquisition, tenant representation, investment acquisition and modeling, finance, and strategic planning. I have also spent over a decade offering consultations, deposition, and courtroom testimony as a real estate expert witness in Nevada.

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Expert 340790 - GA

Expertise Description

I have over 50 years of experience in the entire insurance distribution system, with expertise in the insurance and reinsurance industries, retail insurance brokering, wholesale insurance brokering, Bermuda reinsurer, and Captive insurer/Micro Captives. I have over 15 years expert witness experience with consultations, depositions, and courtroom testimony.

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Expert 521595 - WA

Expertise Description

I have spent over two decades as a business broker and attorney with expertise in tax valuations and appraisals, Tax/IRS, bankruptcy, estate and gift, wills and transition planning, business valuation, deal structuring, and machinery and equipment appraisals. I am offering my services as a business broker expert witness.

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Expert 396422 - CA(N)

Expertise Description

I have over 25 years experience in the field of Real Estate Law and Brokerage. My extensive experience includes real estate transactions, real estate contract drafting, contract formation, contract performance, contract interpretation, sell and broker disclosure obligations, buyer due diligence, agency, fiduciary duties, custom and practices, standards of care, breach of contract, sales transactions, non-disclosure / fraud claims, defense of citizen suits, toxic tort claims, and CERCLA liability. I am also experienced in litigation, arbitration, and mediation of disputes involving residential and commercial purchases. I have prior expert witness experience with consultation and deposition.

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Expert 521500 - NY

Expertise Description

With more than 40 years of experience in commercial real estate, I have a focus in investment banking, investment management, principal ownership, and capital markets activities. I have also provided consultations, deposition, and courtroom testimony for numerous clients as a commercial real estate expert witness for over 20 years.

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Expert 44426 - CA(N)

Expertise Description

I have over 25 years experience in Real Estate Brokerage with expertise in Real Estate valuation; investment management; damages calculation; CMBS and RMBS; transactions; loan sales; underwriting; loan origination; mortgage brokerage; market feasibility; lease disputes; lender/developer disputes; syndication; bankruptcy; and standards of care. I have offered my services as a real estate brokerage expert witness for more than 15 years with consultations, deposition, and courtroom testimony.

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Expert 523531 - AZ

Expertise Description

I have over 20 years experience as a Real Estate Broker, Real Estate Instructor, confidential Consultant and Testifying Expert Witness in Arizona. My experience includes: residential and commercial real estate brokerage, both sales and property management. My expertise includes every aspect of the real estate transaction, including: procedures, policies, standards of care, duty of care, conduct, agency, dual agency, fiduciary duties, industry customs and practices, agent competence, commission disputes, disclosure, advice & counsel, risk management, broker supervision, advertising & marketing, license requirements, Mexico transactions, etc. I have over 20 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 522345 - CA(N) CA(S)

Expertise Description

I have more than 30 years experience in the healthcare/health insurance industry. My experience includes, but is not limited to, sales, sales management, sales distribution channels (including internal sales and outside broker/agents/consultants, operations (billing, claims, customer service), underwriting, product, compensation plans, and profit and loss management. My indirect responsibilities included, but not limited to, actuarial, finance, network development and contracting, compliance, and marketing. My experience includes Individual and Group products/business in commercial and government (Medicare) lines of business. I am offering my services as a healthcare expert witness.

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Expert 508818 - NV

Expertise Description

With over 15 years experience in Commercial Real Estate, I have an expertise in land acquisition, property and brokerage; investment properties and property management; and international property. I have additional knowledge in helping foreign nationals purchase real property in the United States. I have also spent more than 10 years working as a commercial real estate expert witness in Reno, Nevada.

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Expert 519274 - AL AK AZ AR BC CA(N) CA(S) CO CT DE DC FL GA HI IA ID IL IN KS KY LA ME MD MA MN MS MT NE NV NH NJ NM NY NC ND OH OK OR PA QC RI SC SD TN UT VT VA WA WV WY WI

Expertise Description

I have 25 years of experience in the Structured Finance and Fixed lncome Markets. I have been active in the Structured Finance market from the late 1990's through the present, so I offer exceptional insight and detail into the inner workings of collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), synthetic securities, Credit Default Swaps (CDS), structured investment vehicles (SIVs), asset-backed commercial paper conduits (ABCP), mortgage backed securities, mortgage related derivatives, total return swaps, asset backed securities, credit derivatives, special purpose entities, traditional derivatives, risk management, ratings of structured financial products and cash securities. During my career, I have been employed at a rating agency in the structured credit division, managed groups which have originated, structured and distributed various forms of structured credit products to institutional clients and invested in structured credit and corporate portfolios. I can provide quality expert reports, rebuttal reports and calculations as it relates to damages from complex financial products. I have offered deposition as a structure finance expert witness in New York.

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Expert 520734 - PA

Expertise Description

I have spent more than 35 years working in property/casualty insurance and regulatory law with an expertise in regulatory issues and litigation, acquisition and sale of insurance brokerage, property and casualty, workers’ compensation, accident and health, captives/alternative risk, excess/surplus lines, treaty and facultative reinsurance, managing general agency, and agent/broker disputes. I have also offered my services as an insurance regulation expert witness in Pennsylvania.

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Expert 405731 - CA(S)

Expertise Description

With over 40 years experience in the Real Estate industry as a Broker, I have specialized in both residential and commercial properties. My expertise includes Contracts; Standard of Care; Landlord/Tenant Disputes; Valuation; Loans; Investment Fraud; Partnership Issues; Homeowner Association Disputes; Retail Centers; Buyer/Seller Disputes; Redevelopment Agency Issues; Assessment Districts; Hazardous Material; Environment Habitat; and Ocean Protection. I have also spent over 35 years working as a real estate brokerage expert witness in the Los Angeles, Southern California area. I have offered such services as consultations, courtroom testimony, and deposition.

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Expert 520783 - CA(S)

Expertise Description

I have been working for over 35 years in the field of Appraisal and Auctioneering with a particular focus in machinery and equipment, inventory, furniture, fixtures and equipment valuations, equipment brokerages and auction services for machinery and equipment. I have also spent more than 25 years as an equipment appraisal expert witness in Southern California and have offered such services as courtroom testimony, consultations, and deposition for numerous clients.

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Expert 520430 - OH

Expertise Description

I have been working in the real estate industry for more than 30 years with a focus in real estate valuation. I have expertise in complex valuation problems, including specialized appraisals, such as relocation, review, REO, and forensic assignments. My specialties also include valuation technology, valuation consulting, real estate data analysis and management, forensic residential appraisals, and relocation appraisals. I have also spent over 30 years as a real estate valuation expert witness in Ohio by providing clients with deposition, consultations, and courtroom testimony.

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Expert 519434 - TX

Expertise Description

With over a decade of experience working in Real Estate, my expertise has included Real Estate Principles, Financing, Property Management, Texas Law, Contracts, Marketing and Texas Agency. I have worked in Texas as a real estate broker with a focus in residential sales. I have taught real estate courses for pre licensing and designations. I am a real estate expert witness in Texas.

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Expert 519147 - TX

Expertise Description

My career has spanned more than 35 years in the field of Risk Management and Insurance with a particular focus in the oil, gas, marine, and energy industries. I have experience in producing and handling energy, marine, D&O, political risks, liability, accounts and overseeing R&D. I have provided consultations and deposition as an energy insurance expert witness in Texas.

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Expert 319181 - AL AK AZ AR BC CA(N) CA(S) CO CT DE DC FL GA HI IA ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA QC RI SC SD TN TX UT VT VA WA WV WY WI

Expertise Description

My background of over 40 years in the field of Insurance includes working as an agent, P/C agency owner, broker, Surplus Lines broker, underwriting Managing General Agent (MGA), Third Party Administrator (TPA) claims handler and active reinsurance company executive. I have expertise in commercial insurance, property/casualty insurance, significant property exposures (manufacturing & warehousing), inland marine, auto fleets, workers compensation, commercial general liability and professional liability (E&O) risks. I have over 10 years experience as an insurance expert witness in Wisconsin and have provided testimony in the areas of Insurance Bad Faith; Insurance Customs and Practices; Insurance Professional Liability; Insurance Property Casualty; and Insurance Agents & Brokers Standard of Care.

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Expert 455037 - CA(S)

Expertise Description

I have more than 30 years experience in the field of Insurance with expertise in negotiating the sale and purchase of insurance agencies and the terms and development of specialized insurance products in partnership with major insurance companies. I have additional experience with formation and management of group captives. I have over 10 years expert witness experience.

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Expert 517724 - TX

Expertise Description

I have more than 30 years of experience as a Life Underwriter. I am the Founder and Principal of an audit, advisory, and actuarial firm focusing on the development of proprietary discovery, analysis, forward modeling and negotiating techniques associated with the employee benefits industry. I also founded a research foundation that focuses on researching healthcare delivery, financing and consumer issues to expand the utility and transparency of statistical and mathematical metric techniques required to accurately forecast future trends. I have prior expert witness experience with consultations and deposition.

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Expert 376531 - PA

Expertise Description

I have more than 40 years of experience in Banking and Wall Street technology systems. I began in 1968 as a Senior Bank Marketing Manager of a major mainframe computer manufacturer. I became a Senior Product Planner at a think tank for a well known bank, where I helped to design and implement the magnetic stripe credit card, and later, a bank specific credit care, then rolled out a 500-terminal electronic credit authorization network across New York. I moved to one of the largest of the “Big Six” public accounting firms, where I managed a nationwide Telecommunications consulting practice. As Founder and CEO of a bank consultancy, I designed, purchased and implemented more than $2.5 Billion dollars of computer hardware and software, worldwide networks and innovative financial technology products for more than 70 major financial firms. I have over 30 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 508545 - CA(S)

Expertise Description

I have many years of experience in Economics and Financial Planning. I have helped design life and variable insurance products for insurance companies and have created programs and strategies for brokerages across the country. I also teach and lecture on topics such as Financial Planning, Insurance, and Investments and provide consulting and expert testimony in the areas of Insurance, Investment, Financial and Benefit Planning. I have over 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 514964 - WA

Expertise Description

I have more than 35 years of experience in Real Estate. My diverse experience encompasses brokerage, valuation, finance, consulting and advisory services, and litigation support. My expertise is in real estate regulation, data and technology strategies, and standards of professional practice. I consult with clients on regulation, policy and procedures, and mapping workflow. I have over 20 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 464584 - CA(S)

Expertise Description

I have more than 60 years of experience in the bowling business industry. I started working in the family bowling business and eventually purchased several of my own, which I operated and renovated. I have directed all phases of operation with these properties. I have provided valuations for over 200 individual bowling proprietors, multi-unit operators and investors throughout the Western United States. I have provided expert witness services in the areas of financial, operational, and valuations matters for the bowling industry. I have over 25 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Expert 455599 - FL

Expertise Description

I have more than 25 years of experience in the field of Insurance with expertise as President of a brokerage firm. This experience affords me a unique ability to ascertain and explain risk in simpler terms. I consult in: fully insured, self funded/self insured medical plans consulting, self funded property and casualty programs, stop loss, reinsurance, risk contracting, provider excess loss, HMO reinsurance, provider risk contracting, PPACA and medical plan design, annuities, and indexed universal life. I’m currently an Adjunct Professor and Speaker, and have over 40 articles and letters that have appeared in various publications and several professional newsletters. I am federal court qualified. I speak, broker, and consult internationally on managed care, self-funding, risk contracting, and insurance and reinsurance issues. I have over 5 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Expert 461263 - CA(S)

Expertise Description

I have more than 20 years experience in the field Real Estate with expertise in the Brokerage of Residential Real Estate. I have experience with new construction, broker ethics, document review, standards of care, pricing strategies, complicated sales, many of which require court proceedings in the following areas: trust, probate, divorce, bankruptcy, architectural homes, judicial foreclosure, conservatorship, and partition sales. I have prior expert witness experience with consultations and deposition.

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Expert 325303 - CA(S)

Expertise Description

I have more than 30 years experience in every aspect of the coin laundry industry with expertise in coin laundry brokerage of existing coin laundries; coin laundry brokerage for brand new, unopened coin laundries; coin laundry appraisal and revenue projections; coin laundry construction; coin laundry site location; coin laundry equipment; extensive experience in liquidation of coin laundries through the U.S. Bankruptcy Court; served as top executive in the largest coin laundry builder and distributor in the world; served as an expert witness in at least thirty to forty cases; conducted countless seminars as training for coin laundry sales agents; extensive experience in commercial leases; commercial lease negotiations, coin laundry escrow services; training brand new sales agents just entering the coin laundry industry, as well as experience and advanced sales agents; estimating and / or confirming revenue; and coin laundry consultation for owner / operators. I also have experience with self service laundry, card stores, coin-op laundry, laundries that use credit and debit cards instead of coins in the washers and driers. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.

Expert 48281 - CA(S)

Expertise Description

I have more than 40 years experience in the field of Insurance. My expertise includes both underwriting and brokerage specializing in major accounts and custom-designed coverage with high hazard casualty and property insurance. My additional areas of expertise include: bad faith, coverage, wording, and intent; industry standards, norms, practices, and ethics; excess and surplus lines; reinsurance; large risk underwriting; brokers and brokerages; managing general agents and senior management; as well as commercial and professional liability. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 33809 - CA(S)

Expertise Description

I have more than 25 years experience in the field of business brokers with expertise in the listing, sale, and brokerage of small business, small business sales, and business opportunities. I have experience with procuring and structuring business brokerage franchisees, and I have handled a wide variety of transactions across a range of industries and business types. I have prior expert witness experience.

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Expert 8930 - CA(S)

Expertise Description

I have many years experience in real estate appraisal and real estate brokerage issues. My areas of expertise include: brokerage, appraisals, property management, asset management and investments. I have more than 35 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 500263 - CT DE DC MD NJ NY VA

Expertise Description

I have more than 30 years of experience in the Fixed Income Securities and Structured Finance Markets. My experience includes deep knowledge of Asset Backed Securities (ABS), Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Collateralized Debt Obligations (CDOs), Asset Backed Commercial Paper (ABCP), Structured Investment Vehicles (SIVs), Due Diligence (Investment), and Breach of Covenants, Broker Responsibilities, Broker Ethics, Credit Risk Management, other Structured Finance products. I have a particularly broad perspective on the market and have worked as a Strategist, Quantitative Analyst, Banker, Rating Agency Analyst, Research Analyst, Collateral Manager, Fund Manager, Chief Credit Officer, Chief Investment Officer (REIT), Salesman, and Investor. I have been on both the sell-side and buy-side of the market (buying and selling billions of dollars of Structured Finance securities) and have a thorough understanding of both the big picture and nuances of the Fixed Income and Structured Finance markets. I have prior expert witness experience with consultation and deposition.

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Expert 323987 - CA(N)

Expertise Description

I have over 30 years experience in the Insurance industry and have provided services in all insurance matters. My expertise includes agency operations, agent due care, bad faith, due diligence, underwriting and risk analysis, right of subrogation, E&O matters, commercial underwriting, workers compensation, placing and binding coverage, agency loss ratio, life and disability insurance, standards of the industry, commercial insurance coverage, personal lines of coverage, risk analysis, risk prevention, agency evaluation, agent carrier relations, claims handling, risk retention, medical coverage, condominium and mobile homeowners, the policy as a legal contract, JPA and defense against law suits. I have more than 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 343391 - CA(N)

Expertise Description

I have over 45 years experience in the field of Real Estate specializing in the commercial arena. My areas of expertise include appraisal, property management, investment analysis, research, marketing, development, brokerage, management of brokerage offices with profit responsibilities, commercial property condition assessments, and the owner of companies. I have prior expert witness experience.

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Expert 377213 - CA(S)

Expertise Description

I have more than 50 years as an Attorney specializing in Real Property, Title Insurance, and Business Disputes. My areas of expertise include Strategic Dispute Management; Second Opinions, Exit Strategies, and Alternative Solutions, Preventive Law, such as legal risks and crisis prevention; and Claims Audit and Controlling the Cost of Claims. My real estate experience includes foreclosures, easements, fraud, partnerships, joint ventures, lender liability, Hawaiian land rights, mineral rights, construction loans, mechanics’ liens and other involuntary liens, landlord tenant, mortgages, trust deeds, purchase and sale, restrictive covenants, water rights, trusts, priorities and recording, financing, brokers, encroachments, boundaries, fiduciary responsibilities, statute of frauds, lis pendens, escrows, option contracts, and marketable title. I have experience with insurance disputes in general liability, title insurance, bad faith and extra contractual liability, property insurance, reservation of rights, policy interpretation, punitive, damages, and subrogation.

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Expert 381508 - CA(S)

Expertise Description

I have more than 35 years experience in Real Estate. My areas of expertise include commercial real estate development, brokerage/investment, syndication, leasing, equity analyst, private equity sourcing, operations and asset management. I have experience in the redevelopment of commercial retail centers and single tenant properties, as well as financial analyses, market valuations, and financing proposals.

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Expert 393412 - CA(S)

Expertise Description

I have over 5 years experience in the field of Economics. I specialize in valuing economic damages for civil litigation. I have experience constructing hundreds of damage models in personal injury, wrongful death, employment, medical malpractice, insurance bad faith, business-related, brokerage negligence and other types of litigation. I have more than 5 years expert witness experience.

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Expert 426910 - AL AK AZ AR CA(N) CA(S) CO CT DE DC FL GA HI IA ID IL IN KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WY WI

Expertise Description

I have more than 35 years experience in the fields of commercial insurance, insurance brokerage, and claims handling industry. My expertise includes catastrophic claims handling, coverage disputes, broker responsibilities / duties and standard of care, and historical policy forensics. I have additional knowledge of general liability, commercial property, directors and officers liability, employment practices liability, construction and builders risk, business interruption, broker ethics, unfair claims, and contingent business interruption. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 453809 - AZ

Expertise Description

I have more than 10 years experience in the field of Real Estate with expertise in Single-Family Residential property marketing, management, sales, servicing Investors, and pre-foreclosure solutions for homeowners in distress.

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Expert 429069 - NV

Expertise Description

I have more than 30 years in the field of Real Estate. My extensive experience includes seller representation, buyer representation, and seller’s real property disclosure forms. I have over 10 years experience as an expert witness with consultations, deposition, and courtroom testimony.

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Expert 350632 - IL

Expertise Description

I have over 30 years experience in the field of Securities. My extensive experience includes broker / dealer regulatory compliance and operations and investment advisory and futures fields. My expertise includes insider trading, Ponzi schemes, fiduciary duties, directed brokerage / commission recapture programs, industry customs / practices, and various securities and product types. I have more than 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 343025 - CA(S)

Expertise Description

I have more than 20 years experience in Banking, Finance & Real Estate. My expertise includes standard lending practices, commercial real estate finance, corporate finance, asset based lending, project feasibility, note sales, credit approval, loan administration, regulatory compliance, fraud, and the feasibility of reorganization. My additional expertise involves “fair and equitable” rates of interest, receivership and trustee in bankruptcy, real estate brokerage, portfolio risk analysis, potential lender liability exposure, debt structuring and workout solutions, site identification, and capital procurement. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 384447 - UT

Expertise Description

I have more than 40 years experience in the field of commercial-investment real estate, including over 10 years as a former commercial real estate appraiser with consultations in brokerage, corporate real estate, investment analysis, feasibility studies, market studies, and commercial lease negotiations. I have 40 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 358282 - AZ CA(N) CA(S) NV OR UT WA

Expertise Description

I have more than 35 years experience in Real Estate Finance & Mortgage Lending. My expertise includes real estate standards of care, appraisal review, real estate transactions, secondary market transaction review, mortgage brokerage activities, and mortgage banking activities. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert 345370 - TX

Expertise Description

I have over 35 years experience with business and marketing in the energy, gas, and power industry. I am the Principal and President of a consultancy focused on power marketing, commodity risk mitigation, gas supply, independent power generation, broker ethics, pricing strategies, and broker responsibilities. I have worked in the gas and power utility and energy trading industry, where I developed and implemented business development and risk mitigation plans for gas and power projects throughout the US. I have more than 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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