J. P. Katz & Associates, LLC Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

J. P. Katz & Associates, LLC operates in the financial services sector, offering economic, financial, statistical, and forensic analytic services to attorneys and business clients. The firm conducts business valuations (including ESOPs), fairness opinions, and valuation work for professional practices and real estate ventures such as family limited partnerships and trusts, supported by economic and financial analyses for disputes and various investigative needs. Its scope extends to litigation services, portfolio and trading activity analysis, and estimation and development of losses related to damages, misappropriation of information, trade secrets, and lost profits, as well as solvency considerations in bankruptcy contexts and broad statistical analysis. Based in Newton Center, Massachusetts, the company serves a niche professional audience requiring objective, specialized analysis across disputes, damages, and valuation matters, with a focus on forensic and investigative services as part of its offering.

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