Financial experts serve a variety of needs and functions as collaborative team members. Often, there are significant financial issues involved when parties use the collaborative process to find win-win.
Collaborative financial experts provide expertise and skills that help the team find livable solutions, resolve impasses and avoid unwanted consequences.
The parties' needs determine which financial experts will be included on the collaborative team. Financial Neutrals gather information and aid parties and their attorneys in developing financial options and opportunities to serve their needs and interests.
Collaboratively trained financial specialists value the worth of a business, real estate, investments, and pension rights for equitable division, or in civil matters, for example establish the value of a neighbor's easement or determine the worth of an inheritance for the heirs in a probate matter.
A business appraiser or real estate professional will establish the worth of a business or the current value of real property. A forensic accountant helps trace separate property claims. Financial neutrals and certified financial planners help the parties plan for the future and keep on track to meet their short and long-term financial goals.
A real estate finance specialist develops workable real estate financing solutions the parties to assure the parties can meet their respective needs. A tax expert helps the parties evaluate alternatives and make sound decisions by clarifying the tax implications of their financial options.
Solution-oriented collaboratively trained financial team members help the parties and their attorneys work together to find the best solutions and efficiently achieve short- and long-term goals.
