Our Capabilities

Asset valuation

Brokerage services

Competitive assessments and market share analysis

Due diligence for buy/sell transactions

Due diligence for litigation financing purposes

Economic analysis to determine value attributed to subject technology

Economic and financial modeling

Market analysis and assessment for applicable products and participants

Market research and assessment of applicable reasonable royalty rates

Negotiation assistance and participation

Negotiation strategy development and implementation

Pre-litigation economic damage assessments

Preparation and review of licensing offers and agreements

Preparation of offering memorandums or letters of intent (LOI)

Valuation analysis and deal pricing scenarios

Fraudulent conveyance

Solvency

Reasonably equivalent value

Preference

Alter Ego / Agency

Anti-Trust

Bankruptcy / Reorganization

Breach of Contract

Breach of Fiduciary Duty

Business Interruption

Benefit of the Bargain

Business Valuation

Data Analytics

Dealer / Franchise Termination and Add Point

Expert Witness Testimony

Fair Labor Standards Act (“FLSA”) Quantification

Forensic Accounting, Financial, and Economic Analyses

Franchise Disputes

Fraud and Misrepresentation

Fraudulent Transfer

Labor Disputes

Legal and Professional Malpractice

Lost Profits

Purchase Price / Earn-out

Real Estate Disputes

Shareholder Disputes

Solvency / Insolvency

Tortious Interference

Unjust Enrichment

Wrongful Termination

Construction Claims and Project Audits

Construction Project Activity Audits

Adjusting Partially Terminated Contracts

Contractual Damages Claims

Cost Recovery Issues

Expert Witness Testimony

Requests for Equitable Adjustment

Termination for Convenience or by Default

Convoyed and Derivative Sales

Copyright Infringement

Corrective Advertising

Cost Savings

Defendants Profits

Expert Witness Testimony

False Advertising

Feasibility of Design Around Alternatives

Lost Profits

Market Share Damages

Patent Infringement

Price Erosion

Reasonable Royalty

Trade Dress Infringement

Trade Secret Misappropriation

Trademark Infringement

Unjust Enrichment

Employment Discrimination

Expert Witness Testimony

Personal Injury

Wrongful Death

Wrongful Termination

Financial Reporting

Due diligence for buy/sell transactions

Due diligence for litigation financing

Impairment studies on goodwill and other intangible assets as required under FAS 142

Purchase price allocations as required under FAS 141(R)

Litigation Services

Business Damages

Buy-sell agreements

Family Law and marital dissolution

Review and analysis of expert reports for rebuttal testimony or cross-examination purposes

Shareholder disputes

Tax-related disputes

Tax Compliance

Charitable donations

Valuation of closely-held and restricted stock for estate planning and tax compliance purposes

Key Experts

Jim Bergman
Jim Bergman

EVP

Costa Mesa

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Stephen E. Dell
Stephen E. Dell

EVP

Houston

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Richard F. Bero
Richard F. Bero

EVP

Milwaukee

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Michael Lindsay
Michael Lindsay

Senior Director

Houston

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Related Insights

All Insights

Firm News | 12.17.2024
Aperture’s Economic Damages Expert Provided Patent Damages Testimony on Behalf of SSI Technologies
Aperture’s Economic Damages Expert, Richard F. Bero, and the Aperture team worked alongside Michael Best and its client, SSI Technologies, in a Patent Infringement lawsuit.…

Read Full Article

Frequently Asked Questions

A business valuation expert is needed when the matter requires an opinion about the value of a company, ownership interest, intellectual property, or lost business value. Forensic accounting focuses more broadly on tracing, testing records, investigating transactions, and quantifying financial activity. Many disputes require both. Aperture’s economic consulting experts combine valuation, forensic accounting, economic modeling, and damages analysis so the scope can match the actual financial questions.

Aperture’s economic consulting work includes breach of contract, shareholder and franchise disputes, fraud, business interruption, bankruptcy, solvency, purchase-price and earn-out disputes, real estate matters, employment damages, family law, and lost profits. The valuation method and financial model should fit the legal measure of damages, the available records, the company’s industry, and the specific interest or asset being valued.

Yes. Aperture’s economic consulting practice values patents, trade secrets, trademarks, and copyrights and analyzes damages such as reasonable royalty, lost profits, price erosion, disgorgement, apportionment, and FRAND issues. The expert may also evaluate licensing history, comparable agreements, market conditions, technology contribution, and royalty strategy. The exact analysis depends on the asserted rights, damages theory, and evidence available.

Yes. Aperture’s experts provide pre-litigation economic damage assessments, financial modeling, due diligence, and advisory work in addition to testimony. Early analysis can test the damages theory, identify missing financial records, estimate a plausible range of exposure, and show which assumptions drive the result. That information may guide pleadings, discovery, settlement strategy, litigation funding review, or the decision to pursue a full expert report.

Yes. Business valuation services can support transactions, licensing negotiations, due diligence, deal pricing, financial modeling, market assessments, asset valuations, and financial reporting or tax-related needs. Business owners and stakeholders may use these services when evaluating a sale, acquisition, financing opportunity, licensing agreement, or other strategic decision. Aperture’s experts can define the appropriate valuation date, purpose, standard of value, intended users, and deliverable for the engagement.