Philosophy & Process
While no two valuation scenarios are alike, Erickson Partners has identified the common elements of the valuation process leading to an expert quality report. We have perfected this cycle of work across thousands of cases over the past three decades, arriving at a premium service that consistently benefits our clients.

Identify and isolate the need.
Clients typically come to us seeking an expert opinion for litigation, tax, transactional, or financial reporting purposes. Through our initial discoveries, we can often help clarify what our clients may or may not need, because we view objectives with our client's goal in mind. Based on our experience and expertise, we quickly see things that others do not - and our clients benefit as a result.

Understand the environment.
With the objective in mind, we then consult with the client to uncover the facts of the case, determine the best valuation techniques, and course of action. We realize the environment in which the report will ultimately stand depends on facts and circumstances. That is why we take the effort to understand what the assignment needs.

Perform due diligence.
Erickson Partners is particularly skillful at conducting the management interviews and data-gathering necessary for an accurate analysis of the case. Having performed numerous valuations over the years, we can often cut directly to the underlying drivers and factors that go into an appraisal, thereby creating both efficiency and thoroughness when it comes to our final report.

Prepare the report.
An Erickson Partners valuation report speaks for itself. Our final product includes all the documentation and support for a clear presentation, while justifying our independent opinion in terms that people can readily understand. This is the reason many clients rely on the premium services of Erickson Partners.

Explain and defend the report.
While a quality report should speak for itself, some situations demand the testimony of an expert to support his or her opinions. At Erickson Partners, we have a proven track record of defending our opinions in court, before the IRS, the SEC, other professionals, and to corporate challengers, all under the highest levels of scrutiny. Our professional opinion carries weight and our success rate is second to none.