Initial Consultations

Free Consultation!


Initially, we hope to meet with the attorney and/or CPA and the client for whom our services are being considered. Oftentimes, the client’s attorney prefers to hire us directly, especially in disputed or criminal matters. In these settings, we want to understand:

  • The matter as viewed by both the relevant attorney(s) and/or CPA and their client
  • The specific services requested (The Ostermueller Group may determine other services needed)
  • How our financial/ forensic analyses, valuation or other services/expertise can help in the specific matter(s) being considered.

We will then make our recommendations, offering a range of services and corresponding fees, in an Engagement Agreement/Proposal.