Financial Mediation

Mediation and Collaborative Action Group’s financial analyst helps to provide a clear and complete financial picture so that an accurate, fair and equitable settlement can be achieved more quickly. Prior to a settlement, regardless of the process you utilize, we can provide the following:

• Prepare cash flow analysis, lifestyle analysis, and help prepare a Net Worth Statement
• Assist in drawing up budgets
• Evaluate stocks, bonds and mutual funds that are to be divided
• Determine the tax liability and liquidity of property to ensure equitable division of assets
• Help with determining the short-term and long-term financial impact of a settlement by providing valuable insight into the pro’s and con’s of different settlement proposals
• Determine how much money you’ll need to live on and project retirement and insurance needs
• Estimate career training costs and time horizons

In addition, Mediation and Collaborative Action Group’s certified public accountant is responsible for direction and assistance in gathering financial material, helping to design realistic budgets and proposing various plans for distribution of assets. We have extensive experience in the areas of business appraisals , expert witness, consultant, forensic examiner, auditor, accountant and tax planner for business owners and corporate officers, attorneys and municipalities to provide services in these principal disciplines. The financial professionals at Mediation and Collaborative Action Group brings clients a unique combination of professional appraisal and financial skills, together with an extensive background in public accounting and corporate management.