Veroq Advisory·For Attorneys
For attorneys, family offices, and clients navigating contested and high-stakes financial matters.

Independent, credentialed financial expertise for the moments where the number has to hold up.

A commercial dispute. A shareholder buyout. An economic damages claim. A deposition. When a financial opinion has to survive scrutiny from opposing counsel, the court, or a regulator, the credentials and judgment behind it matter more than the model itself.

01Why it matters

Why this matters when the number is contested.

James ShoreCPA/ABV · MAcc · MBABuilt at EY, The Home Depot, and JLL Technologies.

A financial opinion prepared by someone without the right credentials is a liability before it ever leaves your office. Opposing counsel will find the gap.

The court will note it. The settlement number will reflect it. Veroq is led by a CPA, ABV, MAcc, MBA with a career built at EY, The Home Depot, and JLL Technologies.

Every engagement is led personally by the credentialed professional — not handed to a junior analyst.

02Where we focus

Built for matters where the number gets tested.

Veroq provides litigation support, economic damages analysis, and credentialed valuation for attorneys and the clients they represent.

ALitigation support

Litigation support and expert services.

Independent financial and damages analysis built to support deposition, mediation, and trial — clear methodology, defensible assumptions, a report that reads like it expected cross-examination.

BEconomic damages

Economic damages and lost profits.

Quantifying financial harm in breach of contract, business interruption, and partnership disputes — tied to recognized methodology and assumptions that survive the real questions.

CInsurance claims

Insurance claims and business interruption.

Independent quantification of first-party commercial claims, business interruption coverage, and disputed claim valuations — for policyholder counsel and insurer-side review alike.

DLost income

Lost income and earning capacity.

Independent calculations of lost income, benefits, and earning capacity for employment disputes, wrongful termination, and complex personal damages matters.

EOwner disputes

Shareholder and partnership disputes.

Buyout valuations, oppression matters, and disputes between owners where the number determines the outcome — independent, credentialed, structured to preserve admissibility.

FEstate & gift

Estate and gift tax valuations.

Defensible valuations of business interests for estate planning, gifting, and IRS reporting — built to withstand audit scrutiny and support the plan the attorney and CPA designed.

GFamily law

Family law matters.

Valuation of closely held business interests in family law proceedings — discreet, professional, and structured to meet the standards the matter requires.

03Who we work with

Who we work with.

i

Attorneys handling commercial litigation, family law, estate planning, and shareholder disputes.

ii

CPAs and financial advisors who need a credentialed expert partner.

iii

Business owners and family offices navigating contested financial matters.

04How it works

How engagements work.

01

Structured to the matter

Fixed-fee, hourly, or hybrid depending on scope and litigation posture.

02

No contingency

We maintain the independence that credible expert work requires.

03

Based in the Southeast

Working with attorneys and clients across the U.S.

Engage

When the number has to hold up.

If you're preparing for mediation, deposition, trial, or a contested matter, the time to engage a credentialed expert is well before the other side does.