Kerrie Merrifield, CPA, ABV, CFF, MAFF

Ms. Kerrie Merrifield, CPA, ABV, CFF, MAFF

Axiom Forensics - California and Texas Offices
104 Brown Terrace LOT 14A
Shady Shores , TX 76208
Office: 949-280-9306
Fax: 188-533-6974
Introduction

I am a Forensic CPA who works as an expert witness and testifies nationally, with offices in California and Texas. Our firm specializes in Forensic Accounting, Business Valuation, Family Law, Economic Damage Calculations, Asset tracing, Embezzlement and Fraud investigations and other Litigation Support services. I have been practicing for over 35 years on over 500 cases and I have been qualified as an expert witness in both jury and bench trials in Orange County, San Luis Obispo County and Santa Clara County. I have experience in many industries including automotive, engineering, restaurant, medical and legal and accounting firms. I teach throughout the United States at conferences on a variety of topics. I am available to present, on a variety of topics, at your company or organization. Please contact me for more details. You can expect unsurpassed attention to detail, communication at every step, impeccable ethics, the ability to meet deadlines and only the highest level of professionalism when engaging our services.


Areas of Expertise
  • Business Interruption
  • Business Valuation
  • Compensation
  • Discrimination
  • Document Examination
  • Eminent Domain
  • Employment
  • Family Law
  • Forensic Accounting
  • Fraud Investigation
  • Intangible Assets Appraisal
  • Intellectual Property
  • Litigation Finance
  • Lost Profits
  • Manufactured Homes
  • Mergers & Acquisitions
  • Patents
  • Personal Injury
  • Restaurant Valuation
  • Trade Secrets
  • Trademarks
  • Trusts & Estates
  • Wrongful Termination

Expert Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: CPA - Certified Public Accountant

ABV- Accredited in Business Valuation

CFF - Certified in Financial Forensics

Forensics Accounting Certificate Program

MAFF - Master Analyst in Financial Forensics
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: CalCPA

AICPA

NACVA -National Association of Certified Valuation Analysts

FEWA - Forensic Expert Witness Association

CWLA - California Women'd Leadership Association
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Seminars pertaining to How to Get the Most Out of your Expert Witness
Seminars and webinars pertaining to Business Loss Interruption Analysis
Workshops on Storytelling as an Expert Witness
Seminars on Various Methods of Damage Calculations
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No
Q: On how many occasions have you been retained as an expert?
A: 500+
Q: For what area(s) of expertise have you been retained as an expert?
A: Fraud, economic damage analysis, business valuation, complex civil litigation involving securities and breach of contract, family law matters (including, but not limited to, cash flow analysis for support) asset tracing, trust and estate issues, lost profits analysis, lost income analysis, personal injury damages, analysis for rent control increase applications, rebuttal expert
Q: In what percentage of your cases were you retained by the plaintiff?
A: 75%
Q: In what percentage of your cases were you retained by the defendant?
A: 25%
Q: On how many occasions have you had your deposition taken?
A: 10
Q: When was the last time you had your deposition taken?
A: 2018
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 12
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 3
Q: For how many years have you worked with the legal industry as an expert?
A: 13
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, expert witness testimony, reports, valuations, company risk assessments and control implementation, site inspections, as requested
Q: What is your hourly rate to consult with an attorney?
A: $295
Q: What is your hourly rate to review documents?
A: $295
Q: What is your hourly rate to provide deposition testimony?
A: $350
Q: What is your hourly rate to provide testimony at trial?
A: $350
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Any outside expert services are billed at actual cost (ex. real estate appraiser).

References

Lauren Mullee, Esq. and Sven Buncher, Esq.
The Buncher Law Corporation
101 Pacifica, Suite 100
Irvine, California 92618
(949) 398-8720

Jeff Cohen, Esquire
Feinberg, Mindel, Brandt, Klein
12424 Wilshire Blvd., 9th Floor
Los Angeles, California 90025
(310)447-8675