CASE Study
Partnership Dispute
Partnerships are the foundation for many successful enterprises but on occasion, disputes can arise and a break down occurs. The team at Kaufman Rossin, a Miami based CPA & Advisory firm, were called in to advise as experts on just such a situation. One partner had disagreements with the other managing partners of a given entity and their attorney engaged Kaufman Rossin to assess exactly how business had been conducted as part of the dispute.
While not unreasonable for a business of this nature, the web of entities and accounts made tracing exactly how capital had been invested a significant challenge. Add to this receipt of the bank statements on a Friday, all of which needed analysis presented on the following Monday.
Process
Outcome
Customer Testimonials
“The clarity of data we presented by partnering with Valid8, so impressed our client that they broadened our engagement beyond the initial scope.”
“Being able to collaborate with the attorney in real time within Valid8 dramatically accelerated identification of the areas of interest in this case.”
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