Accounting Expert Witnesses
Accounting expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on accounting. The accounting expert witness listings on this page are typically from fields/areas of expertise such as: Accounting, Business Damages, Business Valuation, Financial, Fraud, Hotel & Restaurant, Information Technology, Insurance, Intellectual Property, Management, and Slip Trip & Fall.
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Barbara C. Luna, PhD, CPA, CFE, ASA, CVA, ABV, CFF, MAFF, CGREA, CREA, CMC
Damages
White, Zuckerman, Warsavsky, Luna, & Hunt, LLP
Business Damages, Accounting
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Forensic Accounting, Damages, Lost Profits, Lost Earnings, Lost Value of Businesses and Real Estate, Fraud. Extensive Expert Testimony in breach of contract, business interruption, dissolutions, intellectual property, construction, fraud, securities, personal injury, wrongful termination matters
Barbara Luna is a Senior Partner in the accounting and litigation services firm of White, Zuckerman, Warsavsky, Luna & Hunt. She has served as a forensic accounting, damages and valuation expert witness for over forty years in business and personal injury litigation and bankruptcy matters. She analyzes financial, accounting, economic, business, real estate and valuation issues relating to liability and damages in litigation matters and reorganization of businesses. She has testified on numerous occasions in U.S. District Court, Superior Court, Bankruptcy Court, arbitrations and depositions.
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Sidney P Blum, CPA, CFE, CFF, CPEA
Economic Damages-IP Contracts Licensing, Royalties
ECONOMIC DAMAGES, IP, ROYALTIES, LICENSING, BUSINESS DAMAGES
Los Angeles and San Francisco, California
Business Damages, Intellectual Property
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Damages, Economic Damage, Accounting, Intellectual Property, DMCA, Patent, Copyright, Trademark, Royalty Audit, Fraud, False Advertising, Valuation, Breach of Contract, Wrongful Termination, Employment Law, Brands, Complex Business Litigation, Personal Injury, Lost Profits, Unjust Enrichment
ECONOMIC DAMAGES, IP, ROYALTY AUDIT, LICENSING & BREACH OF CONTRACT EXPERT
When the expert truly matters, retain an expert trusted by juries, judges, and leading litigators.
Sidney Blum is a nationally recognized forensic accounting and economic damages expert specializing in intellectual property, licensing, royalty disputes, breach of contract, fraud, and complex commercial litigation. His more than 30 years of experience includes leadership roles at KPMG, Ernst & Young, and industry positions including Chief Audit Officer of Beats Electronics.
Mr. Blum has been the retained expert in more than 160 matters involving patents, trademarks, copyrights, false advertising, trade secrets, royalty audits, DMCA claims, licensing disputes, fraud, class actions, entertainment accounting, and complex breach of contract matters. His damages analyses are frequently adopted over opposing experts in high-stakes litigation and arbitration.
Representative matters include:
- Leading expert in r...
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Matthew Warren, CPA EA MST
Forensic Accountant, Tax & Audit w/ AI Automation
Mountains to Sea Tax LLC
Lake Forest, California
Accounting, Financial
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Tax, Forensic, Accounting, Fraud, Detection, AI, Document, Automation, Embezzlement, Asset, Protection, Corruption, Valuation, Misstatement, Lifestyle, Analysis, Divorce, M&A, Forensics
Matthew J. Warren, CPA, EA
Forensic Accountant, Tax & Audit Expert, and Technology-Driven Analyst
California Licensed Certified Public Accountant & IRS Enrolled Agent
Our Core Forensic & Investigative Services:
We specialize in high-stakes financial investigations, offering comprehensive services broad areas of
financial misconduct and dispute resolution.
Leading Financial Investigation and Litigation Support:
Confronting sophisticated fraud requires a new standard: distinguished financial expertise fused
with leading technology. Our Forensic Accounting practice is led by a seasoned Big-4 CPA and a PhD
specializing in advanced analytics. We leverage AI and digital forensics to uncover facts, quantify
impact, and provide reliable support for complex legal matters.
The Power of Our Difference: Big-4 Rigor + Tech Savvy
Distinguished Expertise :
Big-4 Pedigree: Experience honed at the highest level of finance, managing complex
projects.
CPA Credibility: Certified Public A...
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Gary R. Coburn
Restaurant Concept Innovations
San Juan Capistrano, California
Hotel & Restaurant, Slip Trip & Fall
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Slip Trip & Fall, OSHA, burns, choking, food safety, dram shop, alcohol, negligent security, employee safety, commercial kitchen, customer injuries, ADA, management, franchise, ownership, permitting, training, investing, accounting, premises liability
Award-winning restaurant executive, operator, consultant, and expert witness with over 45 years of experience in the restaurant and hospitality industry. Extensive background in restaurant operations, hospitality management, franchising, staffing and training systems, operational safety, commercial kitchen design/build, concept development, business viability, and restaurant-related disputes.
Over the course of his career, Mr. Coburn has helped create, open, operate, reposition, and advise hundreds of restaurant, bar, hospitality, and foodservice concepts throughout the United States ranging from independent restaurants to regional and national brands. His experience includes service as an owner, operator, franchisor, consultant, President, Chief Operating Officer, and General Manager.
Mr. Coburn remains actively involved in restaurant operations and concept development through Restaurant Concept Innovations and current projects including Lily’s Donuts & Pops and Lily’s Donuts & C...
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Patrick A Chylinski, MBA, MAFF, CFE, CVA
Economic Damages, Forensics, Expert Witness
Los Angeles, California
Business Damages, Fraud
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Economic damages, Lost profits, Forensic accounting, Fraud investigation, Business valuations, Valuations, Post acquisition disputes, Damages, Financial expert, Expert witness, Litigation consulting, Fee dispute, Dispute consulting, Accounting, Lost earnings, Business interruption, Litigation services, Business damages, Asset tracing
Patrick Chylinski is a Partner and the practice leader for Armanino Advisory LLC's Forensic Accounting, Fraud Investigations, Litigation Consulting practice. Past experience includes working in the dispute advisory services practice at Deloitte, as a leader in the Litigation Consulting and Dispute Advisory services practice at RSM, LLP, and serving in leadership roles at regional firms.
Mr. Chylinski assists businesses, boards of directors, and counsel in complex business and commercial dispute matters, as well as investigations of potential fraud and financial misconduct. Mr. Chylinski has wide-ranging experience, assisting clients in the public and private sectors, and in a variety of assignments including but not limited to contract disputes, partnership disputes, M&A and post-acquisition disputes, trust and estate disputes, fee disputes, labor and employment related matters, valuation related dispute matters, business interruption (BI) matters, intellectual property (IP) disp...
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Hal B. Lobree
Business Systems Implementation & Use Expert
The Lobree Corporation
Miami, Florida
Information Technology, Management
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Business Operations, Procurement / Purchasing, ERP, Internal Controls, Software Engineering, Transportation, Custom Software Development, Database Management, Supply Chain, Telecommunications, Systems Integration, Environmental Monitoring, Accounting, Cybersecurity, Physical & Logical Security
H. Baird Lobree is a senior executive management and technology Consultant with over thirty-five years of professional experience. Create & execute business growth strategy, select & integrate information technology, implement management reporting, analytics, internal & environmental controls. Proven ability to assess multi-national business needs, design business models, develop operational action plans, achieve board & executive management consensus, execute on strategic solutions, technology infrastructure in numerous industries. Known for troubled company leadership, project and information technology turnarounds. Expert witness for complex business, systems, cybersecurity & environmental technology matters. Professional speaker and facilitator; able to work within international organizations to examine issues, create strategy, identify problems, implement solutions & achieve results.
Baird has extensive industry experience & knowledge of financial services, air, sea & la...
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Elmer (Pete) Lewis, MBA,EA
Business Valuation and Income Tax Expert Witness
Lewis & Associates Tax Planning, Inc.
Saint Charles, Illinois
Business Valuation, Accounting
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business taxation, partnership taxation, ESOP Valuation, finance, tax litigation, IRS Debt, trust income tax, stock valuation, accounting, IRS defense, individual taxation, LLC taxation, shareholder valuation, valuation litigation, buy-sell, shareholder taxation, divorce taxation, business valuation, tax compliance, business succession
Mr. Lewis has more than 40 years of tax and business valuation experience with a strong focus on the valuation of closely held corporations and IRS tax law defense. He has been a principal in Lewis & Associates Tax Planning, Inc. (LATP) since 2008. LATP is a boutique tax practice which provides tax planning, IRS debt resolution, IRS audit representation, tax defense and tax compliance for businesses and individuals.
Prior to entering private practice Mr. Lewis worked in corporate, public accounting and legal environments for 30 years. He has held such positions as Vice President of Finance, Controller, Accounting Manager, Director of Tax, Tax Manager and Tax Writer/Researcher.
Mr. Lewis also has more than 25 years of teaching experience as an Adjunct Professor at Chicago area colleges and universities. He currently teaches finance, tax and accounting at Aurora University in Aurora, Illinois. He has previously taught at DePaul University and University of Phoenix (on-ground)...
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Michael D. Pakter, CPA, CFF, CGMA, CFE, CVA, MAFF, CA, CIRA, CDBV
Economic Damages
Gould & Pakter LLC
Chicago, Illinois
Business Damages
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Lost Profits, Economic Damages, Accounting, Forensic Accounting, Arbitration, Alternative Dispute Resolution, Bankruptcy Core Proceedings, Insurance and Business Interruption Claims, business valuation, Fraud, Internal Investigations
Michael focuses his professional practice on determining lost profits, lost earnings and other economic damages, forensic accounting, financial analyses, investigations and business valuation. He provides consulting and expert services regarding economic damages, forensic accounting, business interruption, contract disputes, GAAP, GAAS, solvency, alter ego, fraud and bankruptcy and financial transactions and balances.
Michael provides consulting and litigation services to trial lawyers, trustees, receivers, business owners and units of federal, state and local government. Many engagements combine complex litigation, forensic accounting, financial analysis, economic damages, valuation and distressed business issues with the reconstruction of all or portion of incomplete, misstated and/or falsified accounting books and records and financial statements.
Michael has more than 45 years of experience in accounting, forensic accounting, business economics and investigations including m...
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Christopher Denney, MPA, MST, CPA, CFF, CVA, ABV, CGMA, CXO/CFO, IFRS, CM&AA, CEPA
Financial Expert with Deep Technical Skills
Silvermark CPAs & Advisors
Indianapolis, Indiana
Financial, Accounting
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CPA, IFRS, CXO, Business Valuations, Internal Controls, CFF, MST, CM&AA, Valuations, Auditing, CVA, MPA, CEPA, Mergers & Acquistions, Compliance, ABV, CFO, Financial Forensics, Accounting
Christopher E. Denney
450 E. 96TH STREET, SUITE 500
INDIANAPOLIS, IN 46240
(317) 581-6350
cdenney@silvermarkcpas-advisors.com
CURRICULUM VITAE
OVERVIEW OF RESPONSIBILITIES
Managing Member, Silvermark CPAs & Advisors; Business Valuation Services; Litigation Support/Services; Mergers & Acquisitions, Tax Services.
EDUCATION/FACULTY
University of Miami – Post Graduate Economic and Finance Studies 2023
DePauw University – Adjunct Profession of Economics 2016
Indiana University
Master of Science – Taxation 2013
Master of Science – Professional Accountancy 2005
Ball State University
Bachelor of Science – Accounting 1997
BUSINESS HISTORY
Silvermark CPAs & Advisors – Managing Member September 2015 to present
Chris has more than 25 years of experience. Prior to joining Silvermark, he represented three of the Big 4 accounting firms, some in leadership roles and a Fortune 500 Company as an officer. Some of his research has been nationally published, including a cover article fo...
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Key Coleman, CPA, CFA, CPCU
Economic Damages
Litigation Economic & Forensic Consulting Group LLC
New Jersey
Insurance, Business Damages
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Economic Damages Expert Witness, General Business Damages, Accounting, Agent/Broker, Employment, Insurance Damages Expert Witness, Lost Profits, Reinsurance Damages, Underwriting, Claims, Force Placed, Managing General Agency MGA/TPA Exams, PEOs, Agent Errors & Omissions E&O, Commercial Disputes, Damages
Key Coleman is a damages expert, who works in a variety of industries. For more than 28 years, Key has focused his efforts on forensics, disputes, economic damages and expert testimony. Key's background is unusual in that he has a deep understanding of many of the functional areas that lead to disputes, including: sales, operations, accounting and finance.
One of Key's specialties is the analysis of damages in insurance or reinsurance disputes. He is one of the few experts nationwide who hold both the CPA and the CPCU designations.
Key serves clients nationwide from Greater Philadelphia, but spent the bulk of his career in Chicago where he held high level positions at Grant Thornton LLP and LECG/Smart in their disputes practice. Prior to that, he was a Partner at PricewaterhouseCoopers LLP, where for more than 11 years he performed forensic dispute analysis, damages analysis and investigative work. Prior to his consulting career, Key worked more than eight years for an insur...
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Key Coleman, CPA, CFA, CPCU
Economic Damages
Litigation Economic & Forensic Consulting Group LLC
Greater Philadelphia, Pennsylvania
Insurance, Business Damages
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Economic Damages Expert Witness, General Business Damages, Accounting, Agent/Broker, Employment, Insurance Damages Expert Witness, Lost Profits, Reinsurance Damages, Underwriting, Claims, Force Placed, Managing General Agency MGA/TPA Exams, PEOs, Agent Errors & Omissions E&O, Commercial Disputes, Damages
Key Coleman is a damages expert, who works in a variety of industries. For more than 28 years, Key has focused his efforts on forensics, disputes, economic damages and expert testimony. Key's background is unusual in that he has a deep understanding of many of the functional areas that lead to disputes, including: sales, operations, accounting and finance.
One of Key's specialties is the analysis of damages in insurance or reinsurance disputes. He is one of the few experts nationwide who hold both the CPA and the CPCU designations.
Key serves clients nationwide from Greater Philadelphia, but spent the bulk of his career in Chicago where he held high level positions at Grant Thornton LLP and LECG/Smart in their disputes practice. Prior to that, he was a Partner at PricewaterhouseCoopers LLP, where for more than 11 years he performed forensic dispute analysis, damages analysis and investigative work. Prior to his consulting career, Key worked more than eight years for an insur...
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Michael Rodriguez, CPA, MBA, NACD.DC
Expert Accounting, Finance & Governance Witness
Waco, Texas
Financial, Management
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Accounting, Financial reporting, Corporate governance, Capital markets, Capital structure, Leadership, Mergers & acquisitions, Corporate finance, Strategic planning, Negotiations, Private equity, Management, Venture capital, Corporate & investment banking, Ethics, Family offices, ESOP
Michael Rodriguez is a seasoned executive and board member with a distinguished 35-year career in financial and operational leadership. He has a proven track record of successfully guiding early-stage businesses across various industries and brings extensive experience as a board director.
With over two decades of experience in Chief Financial Officer roles, including ten years as CFO of three public companies, Mr. Rodriguez offers a wealth of expertise. In his C-level positions, he has raised over $400 million in private equity, venture capital, and public equity. Additionally, he has secured more than $80 million in bank debt and managed numerous buy-side and sell-side mergers and acquisitions, with a combined value exceeding $750 million. His strategic acumen is evident in his ability to lead companies through high-growth phases, turnarounds, and distressed situations. As a “Big-4” Certified Public Accountant, he is recognized as a financial expert under SEC, NYSE, and NASDAQ ru...