Cogence Group

Cogence Group is a Portland, Oregon-based CPA firm that focuses on:

• Independent business valuations
• Financial forensics and forensic accounting
• Economic damages analysis
• Litigation support and expert testimony

The firm helps attorneys, business owners, and other professionals navigate complex financial and legal matters by turning complicated data into clear, defensible analyses.

Clients Cogence Group serves

Cogence Group primarily serves:

• Attorneys representing plaintiffs or defendants in commercial disputes, shareholder matters, employment cases, personal injury, wrongful death, and other litigation
• Business owners involved in transactions, shareholder disputes, contract issues, or business interruption events
• Individuals dealing with marital dissolution/divorce or personal economic loss matters
• Insurers and advisors evaluating claims, financial exposures, or disputes

Team and credentials

• All work is prepared and reviewed by licensed CPAs
• Many team members hold specialized credentials such as Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF)
• The team has decades of experience, has handled thousands of matters, and has provided expert testimony more than 200 times across a wide range of industries and case sizes

Approach and working style

Cogence Group emphasizes:

• Relationship-driven service – understanding each client's case, business, and goals
• Personal access – clients work directly with principals and analysts throughout the engagement
• Boutique scale – small enough for attentive, personalized support; experienced enough to handle complex, data-heavy matters efficiently
• Clear communication – complex financial topics are translated into explanations that non-accountants, judges, and juries can understand

Location

• Office address: 935 NW Everett St., Portland, Oregon 97209
• Cogence Group primarily serves clients in and around Portland and the broader region, and may support matters in other jurisdictions as needed.

For specific questions about a potential matter or engagement, clients are encouraged to contact the firm directly for current details on scope, timing, and fees.

Common purposes for business valuations

Business valuations may be performed to support:

• Transactions and sales – buying or selling a business, business unit, or ownership interest
• Succession and ownership changes – planning for ownership transitions, buy-sell agreements, or shareholder redemptions
• Estate and gift planning – determining the value of closely held business interests for estate, gift, or tax-related purposes (in coordination with clients' legal and tax advisors)
• Strategic and corporate planning – informing strategic decisions, capital planning, or long‑term business initiatives
• Dispute and litigation matters – shareholder disputes, marital dissolution, economic damages, or other legal matters where business value is at issue

How Cogence Group approaches valuations

While each engagement is tailored to the facts of the matter, typical valuation work may include:

• Reviewing historical and projected financial statements, key contracts, and other relevant business information
• Analyzing industry, market, and economic conditions relevant to the subject company
• Applying appropriate valuation approaches and methods consistent with professional standards
• Preparing clear, well-supported valuation reports that explain methods, assumptions, analyses, and conclusions

Clients who use valuation services

Business valuation services are commonly used by:

• Attorneys needing defensible valuation opinions for litigation, mediation, or negotiation
• Business owners planning a sale, transition, or ownership restructuring
• Advisors and other professionals supporting clients in transactions, estate planning, or dispute resolution

For information on whether a specific valuation need is within scope, or for details about timing and fees, clients should contact Cogence Group directly.

Overview

Cogence Group provides financial forensics and litigation support services to help attorneys, businesses, individuals, and insurers address complex financial disputes. Services combine forensic accounting, data analysis, and expert testimony to clarify the financial story in legal and dispute settings.

Key financial forensics service areas

From the firm's financial forensics practice, Cogence Group assists with matters such as:

• Economic damages – quantifying financial losses from disputes, contract breaches, or other events
• Shareholder disputes – providing objective financial analysis and valuations to support resolution of ownership conflicts
• Marital dissolution / divorce – assisting with business valuations, income analysis, and forensic accounting in family law matters
• Trade secrets and intellectual property – evaluating financial damages related to IP misappropriation or infringement
• Business interruption claims – measuring losses from disruptions to operations caused by covered events
• Employment and personal injury claims – assessing lost wages and benefits
• Wrongful death – quantifying economic losses in wrongful death cases
• Forensic accounting – examining financial records to uncover discrepancies, detect potential fraud, and clarify complex transactions
• Data analysis – transforming complex financial and operational data into usable insights
• Bankruptcy analysis – analyzing solvency, creditor claims, and financial impacts in bankruptcy or insolvency matters
• Pay equity analysis – identifying compensation disparities and providing analytical support for pay equity questions

Who uses these services

Financial forensics and litigation support services are commonly used by:

• Attorneys (plaintiff and defense) seeking objective, defensible financial analyses
• Business owners involved in disputes, contract issues, or shareholder conflicts
• Individuals facing divorce, employment, or personal economic loss matters
• Insurers and advisors evaluating claims, losses, or exposures

How Cogence Group supports litigation matters

• CPA-led work – all analyses are prepared and reviewed by licensed CPAs with significant accounting and forensic experience
• Objective methodology – work is grounded in recognized financial and economic principles and tailored to the facts of each matter
• Clear communication – findings are explained in a way that judges, juries, counsel, and business stakeholders can readily understand
• Trial preparation – support may include assistance with report preparation, discovery planning, and preparation for direct and cross‑examination
• Expert testimony – Cogence Group professionals have testified in numerous matters and are experienced in presenting complex financial findings in court or other forums

For questions about a specific type of dispute or analysis, or to discuss scope and budget, clients should contact Cogence Group directly.

• Email: info@cogencegroup.com
• Phone: 503.467.7900
• Office address: 935 NW Everett St., Portland, Oregon 97209

These contact details are appropriate for matters involving business valuation, financial forensics, litigation support, or related services.

Scheduling a consultation

• Prospective clients are invited to schedule a consultation call through the contact page on the Cogence Group website.
• The site provides separate inquiry paths for:
• Business valuation matters
• Financial forensics matters
• After submitting the appropriate form, visitors are typically redirected to a scheduler to choose a time for their consultation call.

Specific availability, meeting formats, and timelines for new engagements are determined directly with the firm and may vary by matter.

Who should reach out

Contacting Cogence Group is appropriate for:

• Attorneys seeking valuation, financial forensics, or expert testimony support
• Business owners facing transactions, disputes, or interruptions to operations
• Individuals dealing with divorce or other matters involving complex financial questions
• Insurers and advisors evaluating financial claims or exposures

For current information on availability, scope, and fees, clients should contact the firm directly using the details above.

The goal is to provide clear, objective insight into solvency, creditor claims, and economic impacts to support legal and financial decision‑making.

How Cogence Group can help in bankruptcy matters

Typical areas of support include:

• Evaluating financial condition – reviewing balance sheets, cash flows, and other financial statements to assess solvency and overall fiscal health
• Assessing creditor claims – analyzing creditor claims, priorities, and potential recovery values
• Quantifying damages or impacts – determining economic effects of insolvency events for stakeholders, trustees, or legal counsel
• Preparing defensible reports – delivering clear, professional analyses that explain methods, assumptions, and findings for use in proceedings
• Expert testimony and litigation support – providing deposition or trial testimony to clarify financial details for courts, trustees, or creditors
• Scenario and restructuring analysis – evaluating alternative outcomes under reorganization or liquidation scenarios

Typical clients

Bankruptcy analysis services are often used by:

• Attorneys involved in bankruptcy or insolvency matters
• Trustees and fiduciaries
• Business owners and individuals navigating bankruptcy proceedings
• Creditors and other stakeholders seeking to understand potential recoveries

For information on whether a specific bankruptcy-related issue is within scope, clients should contact Cogence Group directly.

Analyses help clients, attorneys, and insurers understand the economic impact of an interruption and support claims, negotiations, or dispute resolution.

How Cogence Group can help with business interruption claims

Typical areas of support include:

• Reviewing supporting documentation – examining financial statements, operational records, insurance policies, and other relevant data
• Assessing lost revenue and profits – estimating income that was not earned because of the interruption
• Evaluating incremental costs – quantifying increased expenses or mitigation costs associated with the event
• Preparing professional reports – delivering clear, defensible analyses that document methods, assumptions, and findings
• Expert testimony and litigation support – providing deposition or trial testimony to explain loss calculations
• Scenario and sensitivity analysis – evaluating alternative timelines or assumptions to support different perspectives on loss

Typical clients

Business interruption claims services are used by:

• Policyholders and business owners with interruption-related claims
• Attorneys involved in coverage disputes or related litigation
• Insurers and advisors evaluating the magnitude and reasonableness of claimed losses

For questions about a particular business interruption matter or to discuss scope and timing, clients should contact Cogence Group directly.

Ask anyway — the agent will say plainly that it is not published rather than guess.