Cogence Group

Complex Financial Matters, Simplified.

Certified public accountant in Portland, OR (show on map)

5.0

★★★★★

12 reviews

CPA-led firm providing business valuations, financial forensics, and expert testimony for litigation and business matters.

Call (503) 467-7900

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About

Cogence Group is a Portland-based CPA firm specializing in business valuations, financial forensics, and litigation support. With over 30 years of experience and thousands of cases handled, the firm's licensed CPAs bring credibility, responsiveness, and tailored solutions to complex financial matters including economic damages, forensic accounting, shareholder disputes, marital dissolution, wrongful death, and more.

The firm has testified over 200 times and is known for clear, defensible analyses and a client-centric approach.

Relationship Driven - dedicated team of CPAs who understand your case, business, and goals

Personal Touch - direct interaction with principals and analysts for guidance and clarity

Boutique-Sized Firm - small enough for personalized attention, large enough for complex valuations and litigation support

CPA Expertise - all analyses prepared and reviewed by licensed CPAs

Objective methodology - generally accepted financial and economic principles

Client-centered communication - complex findings translated into clear, actionable insights

Flexible, Responsive Service - adapts to each client's unique situation

Trial Preparation - helps litigators prepare direct testimony and expert cross-examination outlines

Expert Testimony - over 200 times in 30+ years across industries and case sizes

Proven Track Record - thousands of client projects handled with decades of combined experience

Services

Business Valuations

Comprehensive business valuations for transactions, succession, estate planning, and strategic initiatives. Full valuations, calculations of value, and consulting services.

Full Valuation Calculation of Value Consulting

Economic Damages

Quantify financial losses from business disputes, contract breaches, tort claims, and other economic harm.

Lost Profits Calculation Lost Value Analysis Scenario & Sensitivity Analysis Rebuttal of Opposing Analyses

Forensic Accounting

Examine financial records, transactions, and processes to uncover discrepancies, detect fraud, and provide actionable insights.

Fraud Detection Transaction Analysis Professional Reporting Expert Testimony

Shareholder Disputes

Resolve shareholder conflicts with objective financial insights and valuations.

Ownership Valuation Dispute Analysis Objective Financial Insights

Marital Dissolution & Divorce

Assist in financial matters arising from divorce or separation, including asset division, spousal support, and income analysis.

Business Interest Analysis Income & Support Assessment Hidden Asset Detection Defensible Reports

Employment & Personal Injury Claims

Assess lost wages and benefits with reliable, actionable financial analysis.

Lost Wages Assessment Benefits Analysis Actionable Financial Reports

Credentials & Certifications

Certified Public Accountant (CPA)

Accredited Business Valuation (ABV)

Certified in Financial Forensics (CFF)

AICPA Business Valuation Standards

Reviews

Rating

★★★★★

Reviews

"A very kind and patient group of people."

Frequently Asked Questions

What types of valuations do you provide? +

We offer three main types: Full Valuation (comprehensive assessment for transactions, litigation, or strategic planning), Calculation of Value (limited scope for specific purposes or internal planning), and Consulting (advisory services focused on business strategy, planning, or targeted financial insights).

How long does the valuation process take? +

Timelines vary depending on the size and complexity of your business and how quickly financial documents are provided. Full valuations typically take 4 to 8 weeks, calculations 4 to 6 weeks, and consulting engagements often take less time.

What do I receive at the end of the valuation engagement? +

For full valuations and calculations, you receive a professional report detailing your company's value, the methodology used, and any assumptions or key considerations. For consulting engagements, you may receive schedules, analyses, or other deliverables tailored to your needs.

How much does a business valuation cost? +

Costs vary depending on the type of valuation and level of analysis required. Most engagements are billed hourly with rates tailored to different client requirements. We offer flexible, client-focused services and can stage the work to fit your needs and budget.

Do you have experience in my industry? +

While we do not specialize in any single industry, our team has over 30 years of experience providing business valuations across a wide range of industries, and we often work with industry experts.

Can Cogence Group serve as a joint appraiser? +

Yes. We can act as a joint appraiser when parties agree to a joint valuation engagement and select us to provide a single valuation report used by all sides, applying objective financial and valuation principles to deliver a neutral, agreed-upon business value.

How do I prepare for a business valuation? +

We provide a document request list and business valuation questionnaire that clearly outline the standard documents we need. Providing organized financial statements, tax returns, and other relevant business information helps us perform a thorough, efficient valuation.

Can you handle valuations for multiple owners or complex ownership structures? +

Yes. We have experience valuing businesses with multiple shareholders, partners, or complex equity arrangements, and can tailor our analysis to fairly reflect each party's interest.