The phases below run in sequence. The analysis starts when the records arrive, so the records request in the engagement process sets the pace, and disclosure deadlines are agreed at retention.
Typical timeline
Retention and plan hand-off About 1 week
Present value analysis 1 to 3 weeks after the plan is received
Draft and final report 1 to 2 weeks after the analysis
Deposition and trial support As scheduled by counsel and the court
What the engagement delivers
We issue the final report and provide deposition and trial testimony, rebuttal of opposing present value opinions, and revaluation when the plan is updated.