Things happen fast in Silicon Valley. A client needed to identify assets and income levels in a family law divorce case, in less than two weeks.
Northern California is full of individuals with early-stage startup assets and other complex types of income and investments. There are often lengthy paper trails associated with these transactions and tracking assets is often a time-consuming and expensive process.
They called Thompson Accounting, specialists in family law and divorce matters, to undertake a separate property tracing analysis.
Assessing multiple accounts over many years is complex; adding brokerage accounts and other asset types makes a comprehensive analysis in two weeks nearly impossible.
Thompson Accounting reached out to Valid8. After an initial 15-minute consultation, the Thompson team had a plan and the confidence they could deliver a quality analysis and meet the aggressive deadline.
In this 30-minute session, see how Valid8 eliminates data prep and administrative tasks for your next case.