Financial services expert witnesses may be asked to provide an expert opinion on a variety of issues, as finance is often a source of many lawsuit claims for numerous reasons. Financial services expert consulting may be sought out for cases involving such areas as the fiduciary field, investment, risk management, forensic accounting, securities, trading, valuation, fraud examination, healthcare payments, financial planning, insurance policies, banking, lending, various forms of commerce, hedge fund strategies, securities, statistics, electronic payments, savings and loans, mortgages, taxation, risk management, financial reporting, and other disciplines related to finance.
Financial services expert witnesses often have backgrounds as Certified Public Accountants (CPAs), since such experience would be essential in providing financial services. Financial services are often utilized for numerous business purposes as a means of assessing risk management for future endeavors. Corporate financial services may be needed for such areas as business sales, business valuation, healthcare insurance, due diligence, damage calculations, lost profits, loss of earnings, reserves, proforma projections, financial forecasting, underwriting, property management, mergers and acquisitions, and numerous corporate investments, each of which may be at the center of potential litigation due to unforeseen issues.
Financial services are also often utilized for guidance on taxation, mutual funds, stocks, trusts, bonds, and other financial topics. Financial services expert witnesses may also be asked to evaluate a financial situation to determine if any financial fraud has taken place, which would lead to potential lawsuits.
For more than twenty years, attorneys have turned to ForensisGroup for access to highly credible experts. Call us today or Submit An Expert Request Form to be matched with the right financial services expert witness for your case.