Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreIn USI Insurance Services LLC v. Alliant Insurance Services, Inc. (D. Ariz. No. 2:23-cv-00192), the defense mounted an aggressive Daubert challenge aimed at excluding J.S. Held expert Lynton Kotzin’s testimony. The case involved complex valuation and economic damages issues, including the fair market value of a book of business and the diminution in value of an office. The stakes were high, and the credibility of the expert analysis was central to the outcome.
Despite the intensity of the challenge, the court rejected each argument against the expert’s testimony. Mr. Kotzin’s methodologies were deemed credible, reliable, and helpful to the trier of fact. Mr. Kotzin delivered dual valuation models, leveraging industry-leading data sources, and collaborated with other industry experts to ensure a comprehensive and defensible analysis. The thorough approach—tailored to the unique revenue streams in question—ultimately preserved the integrity of Mr. Kotzin’s analysis and was deemed admissible to the jury.
Lynton Kotzin, CPA, ABV, CFA, ASA, CBA, CFF, CIRA
Executive Vice President
Economic Damages & Valuations
+1 602 544 3552
[email protected]
> Commercial Litigation
Our team is retained in cases involving breach of contract, business interruption, construction defect, partnership disputes, intellectual property disputes, and other general business litigation. We evaluate commercial damages for clients from all sectors and geographies to deliver analyses and expert services in all forms of investigations and legal proceedings.
> Economic Damages & Valuations
We combine financial expertise with industry and market knowledge to quantify economic impact and determine the value of tangible and intangible assets. Our economic damages experts evaluate, quantify, and testify in matters involving breach of contract, business interruption/lost profits, commercial litigation, family law disputes, fraud, insurance claims & subrogation, intellectual property, labor/employment disputes, personal injury, and wrongful death/medical malpractice.