SAX VFL GROUP

The Litigator's Financial Expert Guide: When to Bring in a Financial Expert, and How to Choose the Right One

A practical reference for attorneys handling financial disputes, damages, investigations and wage compliance matters. Prepared by Steve Ferraro and the SAX VFL Group. November 2026 Edition.

What's Inside

  • Selecting and working with forensic accountants, valuation experts and damages professionals
  • When to engage an expert: from early case assessment through discovery, mediation, trial and arbitration
  • How to choose: five things to confirm before you retain anyone, plus a credentials quick reference
  • Common mistakes to avoid: most are decided at intake
  • Five attorney checklists: questions to ask before hiring, financial discovery, prevailing wage compliance review, damages model stress-test and fraud investigation readiness
  • Attorney FAQ: straight answers on timing, damages support, valuation and cost control
  • Industry considerations: construction, healthcare, real estate, manufacturing, professional services and family-owned businesses
  • Prevailing wage and wage compliance deep dive

Get your complimentary copy of the guide.
Meet Steve

Stephen (Steve) Ferraro, CPA/ABV/CFF, MAFF, CVA, CBEC

Stephen (Steve) Ferraro, Partner, SAX Advisory Group

Partner, Valuation, Forensic & Litigation Group
SAX Advisory Group

Steve is your single point of contact for the SAX VFL Group. Bring him a matter and he will connect you with the practice leader whose experience fits it best.

Have a matter where the numbers will drive the outcome? A short call early in the case is the fastest way to find out whether a financial expert can help and what to do first.

sferraro@saxadvisorygroup.com | (518) 423-9705

Learn more about Steve

About Us

About SAX Advisory Group

SAX is a nationally ranked accounting, tax, and advisory firm serving the unique needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices strategically located on the East Coast and internationally, SAX delivers specialized expertise across our largest vertical markets.

SAX offers a comprehensive suite of advisory services designed to support clients at every stage of the business lifecycle and throughout the evolving needs of high-net-worth individuals. These services include Outsourced C-Suite (CFO, CHRO, CIO), Wealth Management, Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, Valuation, Forensic & Litigation Support, Strategic Business Consulting and more.

SAX has garnered national recognition and has been consistently listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting, Accounting Today, and Forbes.

For more information, please visit www.saxadvisorygroup.com.