Engaging with Business Valuation Expert, Mark Gottlieb

A single magazine ad nudged a young CPA out of audit rooms and into the courtroom—and the lessons since have reshaped how we think about expert testimony. We sit down with Mark Gottlieb, practice leader at MSG and one of Forbes’ top CPAs for valuations, to explore how a forensic accountant turns complex financials into stories judges and juries can trust. From the first conflict check to the last exhibit tab, Mark shows why clarity and ethics are the expert’s real edge.We unpack the two hats experts wear—consulting and testifying—and why many engagements start under privilege before moving into the spotlight. Mark walks through his preparation process, including drafting direct and cross outlines, building question sets for opposing experts, and sequencing facts so the trier of fact can follow the thread. He explains how standards of value (fair value vs fair market value) change state by state, what that means for valuation modeling, and how courtroom technology—from 80-inch displays to tight visual timelines—can sharpen your message without overcomplicating it.Newer experts get a candid blueprint for depositions: answer only what’s asked, respect yes/no questions, and avoid volunteering context that can be twisted later. We also dive into practical workflow—initial document requests, follow-up discipline, shared channels, and maintaining momentum across dozens of active matters. Beneath the tactics is a human throughline: mentorship. Mark credits seasoned guides for helping him build a national practice and offers pointed advice for finding your own. If you work with experts, want to become one, or simply care about persuasive, ethical testimony, this conversation delivers tools you can use on your next case.Enjoyed this conversation? Follow the show, share it with a colleague, and leave a quick review to help more experts and attorneys find us