Level Financial Group

Level Financial Group is an Accountant in Charleston, SC. The firm specializes in forensic accounting and business valuation services for clients throughout SC. Their work supports attorneys and stakeholders in complex matters, including shareholder disputes, domestic litigation, divorce cases, civil proceedings, and corporate fraud investigations. The team provides customized valuation and consulting services tailored to specific circumstances, offering support from discovery through mediation, arbitration, or trial. They hold a rating of 1.00 based on 1 review.

The firm operates with a team of professionals who present facts objectively and articulate conclusions clearly. Partners Christopher L. Leventis, James D. Ewart, and Richard Livingston lead the forensic accounting and business valuation practice. Leventis has been qualified as an expert in court throughout SC and was recognized in the 2019 40 Under 40 class by the National Association of Certified Valuation Analysts and Consultants Training Institute. Ewart serves as the Business Valuation Practice leader and previously held leadership roles at PwC and Dixon Hughes Goodman. Livingston has worked on matters throughout the United States and has provided deposition and trial testimony in federal and state venues for both criminal and civil matters.

Staff members include Kelly Simon, a Certified Divorce Financial Analyst, and Jessica K. Yohe, who holds credentials as a CPA, CFE, and CVA. The team performs tasks such as extrapolated child support calculations, pension present values, and business valuations. They work to provide transparency to attorneys to help reach fair agreements while maintaining the ability to testify in litigation if resolution is not possible. The firm maintains offices in Columbia, Summerville, and Charleston, with hours from 8 AM to 5:30 PM.

The business has been recognized by legal professionals for its ability to handle difficult and complex cases. Attorneys have noted that the firm’s work stands up in court and is reliable and thorough. The team is described as skilled, professional, and responsive, with the expertise to make complex financial issues understandable to clients, attorneys, and fact-finders.

Level Financial Group brings specialized forensic and valuation expertise to legal and financial disputes in Charleston, SC.

BizScoreAI gives Level Financial Group an Authority score of 100 out of 100. This excellent rating shows the website clearly identifies the people behind the business, which builds trust with AI assistants and search engines. The firm also achieves a Technical score of 93 out of 100, meaning the site is secure and structured well for search engines to read without errors.

Services:

• Business Valuation
• Forensic Accounting
• Litigation Support