Business Advisory
Valuations, Litigation & Forensic
Business Advisory Services
Every decision requires financial considerations and results in financial implications for your business. Our trained and credentialed Business Advisory Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
We are a full-service Business Advisory Services team providing business valuation and forensic accounting services. Our team of business valuators perform business valuations for financial reporting, estate and gift, financial reporting, sale and purchase purposes. Our team’s forensic accountants conduct fraud, embezzlement, and economic damage investigations for civil and criminal matters. Our specialists have extensive experience providing expert testimony in state and federal courts and are frequently appointed by the courts as an independent neutral.
In early 2020, Rosenfield and Company merged with longtime friends at Morrison Valuation & Forensic Services (MorrisonVFS) to expand and enrich the bench strength of Rosenfield’s Business Advisory Services practice. Former managing partner of MorrisonVFS, Robert (Bob) Morrison, and his incredibly experienced and credentialed team brings to the table over 30 years of experience in complex litigation matters and performing business valuations.
Our Business Advisory Services
With over 30 years of combined experience in complex litigation matters and performing business valuations, our trained and credentialed Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
- Debt and Equity Capital Solicitation
- Litigation
- Buy-sell transactions
- Pension Benefits, Retirement Accounts
- Quality of Earnings Reports
- Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
- Technology / IP / Patents / Software
- Non-Compete Agreements
- Personal Goodwill
- Tradenames / Trademarks
- Estate, Gift Planning and Taxes
- Shareholder / Partner Disputes
- Mergers and Acquisitions
- Marital Dissolution
- Consulting and Expert Witness Services
- Tortious Interference
- Breach of Contract
- Patent, Trademark, Trade Secret Infringement
- Fraud in The Inducement
- Fraudulent Conveyance
- Employee Defalcation
- Partner Disputes
- Dissenting Shareholder
- Corporate Dissolution
- Deceptive and Unfair Trade Practices
- Marital Dissolution
- White Collar Fraud and Abuse
- Asset Dispersion
- Royalty Audits
- Floorplan Out-Of-Trust Transactions
- Special Trust Accounting Matters
- Bankruptcy
- Trustee
- Examiner
- Liquidating Agent
- Chief Restructuring Officer
- Federal and State Court
- Receiver
- Independent Subject Matter Expert
- Assignee for The Benefit of Creditors
- Special Master
- Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
- Preferential Transfer Investigations
- Fraudulent Transfer Investigations
- Claims Analysis
- Confirmation Plan Financial Feasibility
- Executory Contracts
- Liquidation Analysis
- Bankruptcy Fraud
- Preparation of Bankruptcy Schedules and Statement of Financial Affairs
- Preparation of Debtor-In-Possession Reports
- Financial Analysis
Meet Our Firm Leader of Business Advisory Services
Paul Dumm, CPA, ABV, CFF, CFE, ASA
“The way to get started is to quit talking and begin doing.” – Walt Disney
Paul is an integral member of Rosenfield and Company’s Business Advisory Services Team. He joined the firm during the merger of his former firm, Morrison Valuation and Forensic Services with Rosenfield in early 2020. He holds a degree in Accounting from St. Francis University and a Master’s in Taxation from the University of Central Florida. Paul has extensive experience in the areas of Business Valuations, Forensic Accounting, Economic Damage Evaluations, Litigation Support, Insolvency Advisory Services and Financial Analysis.
what our clients say
Client Insights
Business Advisory
Valuations, Litigation & Forensic
Business Advisory Services
Every decision requires financial considerations and results in financial implications for your business. Our trained and credentialed Business Advisory Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
We are a full-service Business Advisory Services team providing business valuation and forensic accounting services. Our team of business valuers perform business valuations for financial reporting, estate and gift, financial reporting, sale and purchase purposes. Our team’s forensic accountants conduct fraud, embezzlement, and economic damage investigations for civil and criminal matters. Our specialists have extensive experience providing expert testimony in state and federal courts and are frequently appointed by the courts as an independent neutral.
In early 2020, Rosenfield and Company merged with longtime friends at Morrison Valuation & Forensic Services (MorrisonVFS) to expand and enrich the bench strength of Rosenfield’s Business Advisory Services practice. Former managing partner of MorrisonVFS, Robert (Bob) Morrison, and his incredibly experienced and credentialed team brings to the table over 30 years of experience in complex litigation matters and performing business valuations.
Our Business
Advisory Services
With over 30 years of combined experience in complex litigation matters and performing business valuations, our trained and credentialed Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
- Debt and Equity Capital Solicitation
- Litigation
- Buy-sell transactions
- Pension Benefits, Retirement Accounts
- Quality of Earnings Reports
- Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
- Technology / IP / Patents / Software
- Non-Compete Agreements
- Personal Goodwill
- Tradenames / Trademarks
- Estate, Gift Planning and Taxes
- Shareholder / Partner Disputes
- Mergers and Acquisitions
- Marital Dissolution
- Consulting and Expert Witness Services
- Tortious Interference
- Breach of Contract
- Patent, Trademark, Trade Secret Infringement
- Fraud in The Inducement
- Fraudulent Conveyance
- Employee Defalcation
- Partner Disputes
- Dissenting Shareholder
- Corporate Dissolution
- Deceptive and Unfair Trade Practices
- Marital Dissolution
- White Collar Fraud and Abuse
- Asset Dispersion
- Royalty Audits
- Floorplan Out-Of-Trust Transactions
- Special Trust Accounting Matters
- Bankruptcy
- Trustee
- Examiner
- Liquidating Agent
- Chief Restructuring Officer
- Federal and State Court
- Receiver
- Independent Subject Matter Expert
- Assignee for The Benefit of Creditors
- Special Master
- Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
- Preferential Transfer Investigations
- Fraudulent Transfer Investigations
- Claims Analysis
- Confirmation Plan Financial Feasibility
- Executory Contracts
- Liquidation Analysis
- Bankruptcy Fraud
- Preparation of Bankruptcy Schedules and Statement of Financial Affairs
- Preparation of Debtor-In-Possession Reports
- Financial Analysis
Meet Our Firm Leader of Business Advisory Services
Paul Dumm, CPA, ABV, CFF, CFE, ASA
“The way to get started is to quit talking and begin doing.” – Walt Disney
Paul joined the firm during the merger of his former firm, Morrison Valuation & Forensic Services, with Rosenfield in early 2020. He was named Firm Leader of the Business Advisory Services Team after Robert Morrison’s transition to Of Counsel in late 2021, whom Paul has worked alongside for over 20 years.
Business Advisory Services
Valuations, Litigation & Forensic
Business Advisory Services
Every decision requires financial considerations and results in financial implications for your business. Our trained and credentialed Business Advisory Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
We are a full-service Business Advisory Services team providing business valuation and forensic accounting services. Our team of business valuers perform business valuations for financial reporting, estate and gift, financial reporting, sale and purchase purposes. Our team’s forensic accountants conduct fraud, embezzlement, and economic damage investigations for civil and criminal matters. Our specialists have extensive experience providing expert testimony in state and federal courts and are frequently appointed by the courts as an independent neutral.
In early 2020, Rosenfield and Company merged with longtime friends at Morrison Valuation & Forensic Services (MorrisonVFS) to expand and enrich the bench strength of Rosenfield’s Business Advisory Services practice. Former managing partner of MorrisonVFS, Robert (Bob) Morrison, and his incredibly experienced and credentialed team brings to the table over 30 years of experience in complex litigation matters and performing business valuations.
Our Business
Advisory Services
With over 30 years of combined experience in complex litigation matters and performing business valuations, our trained and credentialed Specialists have extensive experience conducting numerous analyses and studies, while providing businesses and business owners with the relevant information necessary to evaluate alternatives and make informed decisions.
- Debt and Equity Capital Solicitation
- Litigation
- Buy-sell transactions
- Pension Benefits, Retirement Accounts
- Quality of Earnings Reports
- Stock Options, Incentive Stock Units, Warrants, Restricted Stock Units
- Technology / IP / Patents / Software
- Non-Compete Agreements
- Personal Goodwill
- Tradenames / Trademarks
- Estate, Gift Planning and Taxes
- Shareholder / Partner Disputes
- Mergers and Acquisitions
- Marital Dissolution
- Consulting and Expert Witness Services
- Tortious Interference
- Breach of Contract
- Patent, Trademark, Trade Secret Infringement
- Fraud in The Inducement
- Fraudulent Conveyance
- Employee Defalcation
- Partner Disputes
- Dissenting Shareholder
- Corporate Dissolution
- Deceptive and Unfair Trade Practices
- Marital Dissolution
- White Collar Fraud and Abuse
- Asset Dispersion
- Royalty Audits
- Floorplan Out-Of-Trust Transactions
- Special Trust Accounting Matters
- Bankruptcy
- Trustee
- Examiner
- Liquidating Agent
- Chief Restructuring Officer
- Federal and State Court
- Receiver
- Independent Subject Matter Expert
- Assignee for The Benefit of Creditors
- Special Master
- Forensic Accounting, Valuation Advisors to Debtors-In-Possession, Creditors’ Committees, Creditors, And Trustees
- Preferential Transfer Investigations
- Fraudulent Transfer Investigations
- Claims Analysis
- Confirmation Plan Financial Feasibility
- Executory Contracts
- Liquidation Analysis
- Bankruptcy Fraud
- Preparation of Bankruptcy Schedules and Statement of Financial Affairs
- Preparation of Debtor-In-Possession Reports
- Financial Analysis
Meet Our Firm Leader of Business Advisory Services
Paul Dumm
CPA, ABV, CFF, CFE, ASA
“The way to get started is to quit talking and begin doing.” – Walt Disney
Paul joined the firm during the merger of his former firm, Morrison Valuation & Forensic Services, with Rosenfield in early 2020. He was named Firm Leader of the Business Advisory Services Team after Robert Morrison’s transition to Of Counsel in late 2021, whom Paul has worked alongside for over 20 years.
what our clients say
Client Insights
what our clients say
Client Insights
