Finance, Economics & Accounting

When your case or transaction depends on financial analysis, economic modeling, or accounting expertise, the right expert can be the difference between a winning argument and an unsubstantiated claim. Intellex has been connecting attorneys and financial institutions with credentialed finance, economics, and accounting experts since 1984 — across litigation support, due diligence, and advisory engagements.

Whether your matter involves damages calculations, forensic accounting, valuation disputes, fraud investigations, or economic impact analysis, your Intellex advisor will identify and vet the right specialist for your specific need. If your financial specialty isn’t listed here, we’ll find them.

Finance, Economics & Accounting Matters We Support

Our expert witnesses and consultants have testified and consulted in matters including:

• Damages calculations — lost profits, lost earnings, economic harm quantification
• Forensic accounting — fraud investigation, financial statement analysis, embezzlement
• Business valuation — M&A disputes, shareholder litigation, estate matters
• Economic impact analysis — antitrust, regulatory, and policy matters
• Securities and investment disputes — fiduciary duty, investment suitability, portfolio management
• Bankruptcy and insolvency — fraudulent conveyance, preference payments, solvency analysis
• Tax disputes — IRS matters, transfer pricing, tax compliance failures
• Financial institution matters — banking practices, lending standards, regulatory compliance
• Audit and accounting standards — GAAP violations, auditor negligence, financial restatements

Finance, Economics & Accounting Specialties Available

Our expert witnesses cover a full range disciplines:

Forensic AccountingEconomic DamagesBusiness ValuationFinancial AnalysisSecurities & InvestmentBanking & LendingBankruptcy & InsolvencyTax & Transfer PricingAccounting Standards (GAAP/GAAS)Antitrust EconomicsLabor EconomicsReal Estate ValuationInsurance EconomicsHealthcare Finance

How Intellex Works

When you submit a request, your Intellex advisor manages the entire expert sourcing process:

• Conflict clearance — confirmed before any expert is presented to you
• Litigation and testimony history — detailed, case-specific screening
• Daubert history screening — know your expert’s track record before retention
• Expert screening calls — we arrange and moderate so you can evaluate fit
• All paperwork — proposals, invoices, contracts, and NDAs handled end to end