Litigation Support Services

Family Law and Divorce

Mercer Capital brings a team of experienced and credentialed experts and 40 years of experience to the field of dispute analysis and litigation support

Mercer Capital is a national business valuation and financial advisory firm. We are frequently engaged to provide support in family law and divorce disputes.

We bring a team of experienced and credentialed experts and 40 years of experience to the field of dispute analysis and litigation support. Assisting our clients through the entire dispute process, we provide initial consultation and analysis, as well as testimony and trial support. We provide services to litigated divorces, as well as collaborative/mediated divorces. Our Litigation Services team brings national experience in subject matter and industry expertise.

Services & Qualifications

Valuation Services

  • Valuations of Businesses, Interests in Businesses, Professional Practices, and Sports Teams
  • Valuations of Intellectual Property, Tradename, and Other Intangible Assets
  • Valuations and Determination of Personal vs. Enterprise Goodwill and Active vs. Passive Appreciation
  • Valuations of Stock Options, Restricted Stock, Pensions, Notes, and Other Investment Assets
  • Valuations of Compensation Agreements
  • Business Damages
  • Lost Profis Analysis
  • Assistance with Depositions, Mediations, and Trial Preparation
  • Expert Testimony

Forensic Services

  • Assistance with Financial Affidavits
  • Equitable Distribution Analysis
  • Lifestyle Analysis / Pay and Need Analysis
  • Income Determination
  • Alimony Scenario Analyses
  • Classification of Assets and Liabilities
  • Tracing Services
  • Dissipation Analysis
  • Business Disruption Analysis
  • Damages Analysis
  • Lost Profits Analysis
  • Assistance with Depositions, Mediations, and Trial Preparation
  • Expert Testimony

Advisory Services

  • Expert Witness Testimony
  • Serving in Mediation, Arbitration, or as Court-Appointed and/or Mutually Agreed-Upon Experts
  • Serving as the Financial Neutral in a Collaborative Divorce
  • General Litigation Support
  • Assistance with Discovery
  • Critique of Opposing Expert Reports
  • Impact of Transactions on Valuation
  • Economic Research
  • Public Securities, Market, and Industry Research
  • Assistance with Depositions and Cross-Examination
  • Preparation of Demonstrative Exhibits for Trial
  • Other Consulting Services

Our Qualifications

  • Deposition and Testimony Experience
  • Technical, Subject Matter, and Industry Expertise
  • National Reputations for Independence and Objectivity
  • Valuation and Forensic Credentials from the AICPA, the American Society of Appraisers, the CFA Institute, the Royal Institute of Chartered Surveyors, and the National Association of Certified Valuators and Analysts
  • Trained in Collaborative Law

Who We Serve

  • Divorcing Spouses
  • Attorneys
  • Courts, Mediators, and Arbitrators
  • Business Owners
  • Family Offices
  • High-Wealth Individuals
  • Others in Need of Neutral, Independent Experts

FEATURED PUBLICATION

Essential Financial Documents to Gather During Divorce

This booklet is designed to be a resource that will assist you and your clients during one of the most difficult times in their lives, both emotionally and financially.

Mercer Capital has compiled a list of financial documents that are typically needed in the divorce process and decoded common financial terms helpful to attorneys and their clients.

Financial experts can assist in determining the relevant documents based on the facts and circumstances of the case, which can reduce the burden of hunting down extraneous documents.

Download PDF

Professionals

Z. Christopher Mercer, FASA, CFA, ABAR

Chairman

Karolina Calhoun, CPA, ABV, CFF

Senior Vice President

David W. R. Harkins, CFA, ABV

Vice President

Bryce Erickson, ASA, MRICS

Managing Director

Nicholas J. Heinz, ASA

Managing Director

Timothy R. Lee, ASA

Managing Director

Harrison Holt

Senior Financial Analyst

Zac L. Lange, CPA

Senior Financial Analyst

FEATURED PUBLICATION

NAVIGATING TAX RETURNS: Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals/Business Owners

This 24-page booklet is designed to assist family law attorneys and their clients better understand tax returns because knowing how to navigate tax returns can be very useful in divorce proceedings. The information contained in tax returns can provide support for marital assets and liabilities, sources of income and potential further analyses. Reviewing multiple years of tax returns and accompanying supplemental schedules may provide helpful information on trends and/or changes and could indicate the need for potential forensic investigations.

Download PDF

Research and Resources

Qualifications
Mercer Capital's Family Law Qualifications
We are frequently engaged to provide support in family law and divorce disputes. This document provides an overview of our services and our senior professionals.
Publication
Navigating Tax Returns - Tips and Key Focus Areas for Family Law Attorneys and Divorcing Individuals/Business Owners
This piece is designed to assist family law attorneys and their clients better understand tax returns because knowing how to navigate tax returns can be very useful in divorce proceedings.
Newsletter
Family Law Valuation and Forensic Insights
Complex financial issues are a critical part of many of your client engagements. The focus of this monthly newsletter is to provide useful content about these financial issues from the perspective of financial experts. We help family law attorneys and other advisors assist clients in financial and accounting matters. This newsletter focuses on valuation and forensic topics of interest to you.
Glance
Litigation Support-Business Valuation & Forensics Services
Mercer Capital is a national business valuation and financial advisory firm. We are frequently engaged to provide support in litigation disputes. We bring a team of experienced and credentialed experts and over 35 years of experience to the field of valuations, forensic analysis, and litigation support. Assisting our clients through the entire dispute process, we provide initial consultation and analysis, as well as expert testimony and trial support. We provide high-quality services evaluating and analyzing complex financial situations and communicating conclusions in a clear and concise manner.
Article
Constructing a Lifestyle Analysis: A Multipurpose Analytical Tool in Marital Dissolution Engagements
A lifestyle analysis, also known as the pay and need analysis, assists the marital dissolution process in many ways, including assessing division scenarios and settlement alternatives such as different alimony proposals, assisting with negotiations during mediation, and supporting the trier of fact in determining the equitable distribution of marital assets and alimony needs. Karolina Calhoun, CPA/ABV/CFF provides an in-depth overview and example illustration of the lifestyle analysis in this article, which originally appeared in the November/December 2020 issue of NACVA’s The Value Examiner.
Article
The Importance of the Valuation Date in Divorce
The valuation date represents the point in time at which the business, or business interest(s), is being valued. Understanding the valuation date of an asset valuation, such as a privately held business, for marital dissolution is an important consideration, especially for matters which have extended over a lengthy time and those that may be impacted by significant global events such as COVID-19. An accurate and timely valuation should consider current conditions and future expectations.

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