Natasha Perssico Escobedo

Biography

Natasha Perssico Escobedo, MBA, CPA, ASA-BV, ASA-ARM, is the Founder and Managing Partner of Insight Forensic & Valuation Services, a forensic accounting and business valuation firm serving clients nationwide. With more than 25 years of experience in accounting, valuation, financial analysis, and litigation consulting, she provides clients and counsel with insight, clarity, and credible financial analyses and opinions in complex and contested matters. Natasha serves as both a consulting and testifying expert in litigation, arbitration, and mediation.

Her practice includes business valuation, forensic accounting, and financial analysis in shareholder and partnership disputes, marital dissolution, fraud and financial investigations, bankruptcy and solvency matters, and economic damages. She is frequently engaged in matters involving closely held businesses, disputed financial information, complex ownership structures, and transactions that require detailed analysis of the underlying economic and financial activity.

Natasha is particularly experienced in matters where business valuation and forensic accounting intersect. These engagements may require analysis of normalized earnings, owner compensation and distributions, personal and nonrecurring expenses, related-party transactions, intercompany activity, incomplete or inconsistent records, and the economic rights and attributes associated with an ownership interest. Her work is focused on developing clear, well-reasoned analyses that explain both the financial activity at issue and its potential effect on value.

In addition to litigation-related engagements, Natasha provides business valuation services for gift and estate planning and tax compliance, succession and business planning, and other noncontroversial valuation purposes. She also provides transaction advisory services to buyers, sellers, and business owners evaluating potential transactions, including analysis of financial performance, earnings quality, value, and transaction-related financial considerations.

Natasha is a Certified Public Accountant and an Accredited Senior Appraiser with the American Society of Appraisers, with accreditation in Business Valuation and Appraisal Review and Management. She earned an MBA with honors in forensic accounting from DePaul University's Kellstadt Graduate School of Business and a BS in Accounting, with honors, from the University of Tampa. She has served as Chair of the American Society of Appraisers Chicago Chapter's Business Valuation Committee and has taught accounting as adjunct faculty at Roosevelt University and DePaul University.

Outside of her professional practice, Natasha serves on the Leader Council of Mercy Home for Boys & Girls, where she supports fundraising and strategic initiatives that advance the organization's mission.

Representative Experience

These descriptions are anonymized and issue-focused. They do not imply that similar results are guaranteed in any other matter.

• Holding company valuation in an executive dispute

  Industry

  Sports data & technology

  Services performed

  Business valuation; rebuttal analysis; expert testimony

  Valued the holding company behind a sports data and technology business in an executive dispute resolved by arbitration. The engagement ran through a declaration, an original report, an updated valuation, and a rebuttal to the opposing expert, followed by two depositions and two days of arbitration testimony.

• Economic damages in a health care transaction dispute

  Industry

  Health care services

  Services performed

  Lost value analysis; lost profits analysis; rebuttal; expert testimony

  Quantified economic damages in a transaction dispute, measuring both the value the claimant lost and the profits it would have earned. The opinion was tested through a rebuttal report, a deposition, and a two-day arbitration hearing.

• Solvency analysis in a bankruptcy proceeding (consulting expert)

  Industry

  Manufacturing / environmental liability exposure

  Services performed

  Solvency analysis; contingent liability valuation; capital adequacy testing

  Determined whether the debtor was solvent at several historical dates using balance sheet, cash flow, and adequacy-of-capital tests. The work included valuing environmental and litigation liabilities that had not yet come due, and assessing whether the company had sufficient capital when it made the shareholder distributions later placed in dispute.

• Fair market value and appraisal review, financial technology

  Industry

  Financial technology, digital payments

  Services performed

  Business valuation; appraisal review

  Determined the fair market value of a digital payments company at three separate dates and reviewed the valuation analyses two other firms had prepared. The assignment drew on formal appraisal review standards to evaluate another firm's methods, assumptions, and conclusions.

• Derivative claims across affiliated medical entities

  Industry

  Medical practice & medical billing

  Services performed

  Forensic accounting; multi-entity financial condition analysis; change-in-value analysis

  Examined the consolidated financial condition of a medical practice, a billing company, and an injury care company named in derivative claims involving related entities, including an offshore outsourcing firm. Measured how the value of a 50 percent controlling interest changed across two comparison periods.

• Marital dissolution: multi-entity holding company

  Industry

  Closely held holding company with operating subsidiaries

  Services performed

  Business valuation; retained earnings analysis; owner compensation analysis; rebuttal and surrebuttal; expert testimony

  Valued a parent company and its subsidiaries in a contested divorce, then rebutted the opposing expert on two issues that commonly decide these cases: whether retained earnings were genuinely required by the business, and whether the owner's compensation reflected market rates. Testified at deposition.

• Marital dissolution: professional services firm

  Industry

  Legal services

  Services performed

  Business valuation; ownership tracing; business continuity analysis

  Valued a law firm as of a recent year end and, separately, traced the firm's ownership history and business continuity through documentary indicia of ownership. The tracing report answered who actually held the interest before the question of what it was worth could be resolved.