Douglass Advisory For Law Firms
Financial Intelligence That Strengthens Your Case
Key Benefits:
Evidence-Backed Financial Narratives That Strengthen Your Case, Stronger
Negotiation Leverage, Funders, Sophisticated Cash-Flow & Valuation & Scenario Modeling
Challenges We Solve
We Turn Complex Financial Situations into Clear, Defensible Case Strategies
Disorganized Financial Data
Limited Negotiation Leverage
Unclear Cash-Flow & Valuation
Misaligned Financial & Legal Strategy
Unpersuasive Case Materials
Learn More About Our
Process
We collaborate with counsel to convert complex financials into clear, defensible strategies supported by modeling, alignment, and presentation-ready materials.
Case & Objective Review
We meet with counsel to understand the dispute, transaction, or negotiation, your client’s goals, and any upcoming deadlines or court dates.
Data & Document Intake
We gather financial statements, loan documents, cap tables, leases, environmental reports, or any other relevant materials — and organize them into a coherent financial picture.
Modeling & Scenario Development
We build custom models and scenarios aligned to your strategy: workouts, settlements, restructurings, recaps, capex plans, or sale options.
Strategy Alignment With Counsel
We review findings with the legal team, refine assumptions, and align on the scenarios and proposals most supportive of your case.
Deliverables & Presentation Support
We create clear, presentation-ready outputs for lenders, counterparties, boards, or mediators — and remain available to answer questions and refine materials as negotiations evolve.
Compliance & Legal Disclaimer
Douglass Advisory provides financial and business advisory services only. We are not a law firm, do not provide legal advice, and do not act as legal counsel in any capacity. All strategies, models, and materials we prepare are designed for informational and strategic support and must be reviewed by the client’s attorney and, where applicable, other licensed professionals (e.g., tax advisors, engineers, environmental consultants) before use in legal proceedings, filings, or formal negotiations.
How Law Firms Benefit from Working with Douglass Advisory
We translate messy, fragmented financial information into clear, defensible narratives that support your legal arguments.
We help you show what is possible, what is sustainable, and what is reasonable in negotiations, mediations, and settlement conferences.
Your case may require expert witnesses, valuations, and financial opinions. Our role is to:
- Build detailed financial models that your experts can reference or build on.
- Clarify cash-flow realities and viable repayment or restructuring options.
- Quantify losses, savings, or risk reduction under various scenarios.
We help ensure that when numbers enter the record, they are coherent, defensible, and aligned with your broader legal strategy.
In workouts, litigation-adjacent disputes, and pre-litigation negotiations, leverage often comes from showing the other side the math:
- For CRE workouts: lender-ready business plans that show why a modification, extension, or forbearance is economically superior to foreclosure.
- For MCA and corporate debt restructuring: global repayment plans, cash-flow-based settlement capacity, and lien removal paths.
- For environmental/capex disputes: CEU models that quantify ROI, breakeven, and long-term savings from upgrades.
We provide structured, data-backed proposals that make it easier for the other side to say “yes.”
We work in lockstep with your legal team, not in parallel silos. That means:
- Regular strategy calls with attorneys
- Alignment on negotiation posture, timing, and messaging
- Financial modeling timed to support key events (mediation, hearings, board meetings, lender calls)
Whether you represent borrowers, sponsors, management teams, or investors, we ensure the financial work product supports your legal objectives at every stage.
Judges, mediators, lenders, investors, and boards are more persuaded by clear, well-structured materials than by raw spreadsheets. We prepare:
- Lender-ready workout and restructuring decks
- Board and investment-committee presentations
- Executive summaries for mediation and settlement discussions
Our deliverables are designed to be understood quickly, so your arguments gain traction faster.
Turning Complex Financials into Strategic Clarity
Law firms increasingly face matters where cash flow, capital structure, ROI, and long-term business viability drive outcomes. From distressed debt and CRE workouts to MCA disputes, environmental upgrades, hybrid office transitions, and startup capitalization, the numbers often determine the narrative.
At Douglass Advisory, we act as your financial and strategic co-pilot. We don’t provide legal advice — we build the financial backbone of your case with lender-grade models, clear scenarios, and business plans that help you negotiate better, settle smarter, and protect long-term value.
Clarifying Financial Reality for Lawsuits, Counterclaims & Damages Analysis
Objective numbers for high-stakes cases
In legal disputes, the truth is often buried beneath layers of inconsistent bookkeeping, unclear financial statements, outdated projections, or unsupported claims. Attorneys need clarity — not noise — to negotiate effectively, evaluate exposure, and build arguments that stand up to scrutiny. At Douglass Advisory, we specialize in transforming complex financial situations into clear, defensible analyses that reveal what is actually happening inside a business or investment.
Our work helps attorneys cut through confusion quickly, quantify damages accurately, and present a compelling financial narrative in lawsuits, counterclaims, negotiations, and mediation.
How We Help Attorneys Clarify Numbers & Assess Damages
We break down the moving pieces of a business — revenue, expenses, debt obligations, operational patterns, capital structure, and cash-flow behavior — to isolate what actually caused the financial breakdown. This lets counsel focus the legal strategy on real issues rather than speculation.
When financial statements are incomplete, inaccurate, or conflicting, we rebuild the numbers into organized, lender-grade models that attorneys can rely on.
This is crucial in cases involving:
- Claims of mismanagement
- Alleged breaches of financial obligations
- Partnership or shareholder disputes
We quantify damages by modeling:
- Lost profits
- Increased expenses
- Cash-flow interruptions
- Delay-related losses
- Equity dilution
- Value erosion
- Cost of capital impacts
- Operational setbacks due to another party’s actions
Our models present best-case, base-case, and worst-case damages scenarios —
simplifying complex disputes into clear financial ranges attorneys can confidently
defend or challenge.
In lawsuits and counter suits, competing narratives often clash. We cut through that by showing:
- What the client can really afford
- What recovery is realistic
- What structure preserves long-term viability
- Why one party’s demands may be economically unreasonable
This gives attorneys powerful leverage in mediation, settlement talks, and negotiations.
We frequently assist counsel by analyzing the opposing party’s models, projections, and damage claims to identify:
- Overstated damages
- Unrealistic assumptions
- Missing costs
- Inflated valuation multiples
- Unsupported “future profits”
- Manipulated numbers
- Misunderstood cash-flow behavior
We provide attorneys a simple, professional breakdown of where a claim breaks apart — strengthening defense strategies and counterclaims.
Judges, mediators, lenders, and arbitrators respond best to clarity. We convert highly technical financial data into:
- Straightforward charts and graphics
- Clean cash-flow timelines
- Side-by-side scenario comparisons
- Easy-to-understand narrative summaries
This allows counsel to present why an outcome is fair, reasonable, and financially sound — in terms anyone can grasp.
Frequently Asked Questions
Douglass Advisory for Law Firms
We can support expert-facing work by building models and analyses that an expert may rely on, but any formal expert opinions or testimony must come from the designated expert or from counsel’s chosen professional. We do not hold ourselves out as testifying experts unless separately and explicitly engaged in that role.
The earlier, the better. Bringing us in before positions harden allows us to shape realistic financial proposals, scenario models, and business plans that can prevent escalation — or better prepare you if litigation becomes necessary.
We coordinate directly with attorneys and, when appropriate, client management. We attend strategy calls, update models as facts evolve, and align our outputs with your legal strategy, timelines, and communication style.
Yes, when appropriate and authorized by counsel. We can support in the background or, if requested, be present to help explain financial models and scenarios to counterparties, lenders, or mediators in a business-focused, non-legal capacity.
We treat all client and case information as confidential and work under the direction of counsel. Where appropriate, we can enter into NDAs or be engaged via the law firm to support applicable confidentiality and work-product protections as directed by attorneys.
No. We complement your existing resources. For some matters, we act as the primary financial modeling team; in others, we collaborate with in-house finance, outside valuation experts, or consultants to enhance clarity and coherence.
Douglass Advisory is best suited for complex matters where a clear, data-driven financial narrative is essential to demonstrating liability, quantifying damages, and supporting strategic decision-making. Our team specializes in analyzing and presenting financial evidence across a wide range of disputes, including:
Commercial Real Estate & Predatory Lending Cases
We assess damages stemming from predatory lending practices, improper underwriting, misrepresentations in loan terms, and cash-flow or valuation distortions. Our financial professionals map out timelines, quantify losses, and illustrate how lender conduct created measurable economic harm.
ESG Fraud & Misrepresentation Claims
We support matters involving inaccurate sustainability reporting, misleading ESG statements, or deceptive investment disclosures. Our team traces capital flows, evaluates compliance gaps, and calculates financial impacts tied to false or manipulated ESG representations.
Complex Commercial Disputes Across All Sectors
Any case where damages hinge on financial accuracy benefits from our expertise. We regularly assist with matters involving breach of contract, shareholder disputes, business interruption, valuation disagreements, and allegations of fraud or negligent misrepresentation.
Across all engagements, Douglass Advisory provides the analytical depth needed to clearly demonstrate:
– Financial timelines and causation
– Economic damages and lost value
– False statements, omissions, or inconsistencies
– Scenario modeling and forecasting
– Objective, defensible financial conclusions
Because our background blends finance, valuation, and forensic analytics, we excel where the facts are complex and the numbers matter.
Ready to strengthen your next case with lender-grade financial intelligence?
Contact Douglass Advisory to schedule a confidential consultation with your firm. We’ll
review your matter, discuss objectives, and outline how our modeling and strategy support
can fit seamlessly into your legal approach.