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Forensic & Advisory · Independent · Statewide Florida

When the system fails — or the case turns on it.

Independent commercial HVAC and refrigeration investigations, audits, and expert witness services. When equipment fails, a claim is disputed, an installation is questioned, or an owner needs an honest second opinion, we examine the evidence, find the cause, and explain it plainly — in a report or on the stand. Grounded in field work as a State Certified Class A Air Conditioning Contractor (FL #CAC1824642), not theory.

Discuss an engagement Call (813) 599-5988
01 / Who we serve

Two audiences, one standard of rigor

Track ALegal & insurance

Attorneys, insurers & adjusters

Failure investigations, construction-defect and warranty analysis, standard-of-care opinions, damage assessment, and expert witness and litigation support — with reports that hold up and testimony that explains the mechanical truth to a judge or jury.

FOR LEGAL & INSURANCE →
Track BOwners & facilities

Building owners & facility managers

Independent condition and performance audits, second opinions on a contractor's work or a big quote, energy and refrigerant-compliance audits, and owner's representation — honest answers from someone on your side of the table, not selling you the fix.

FOR OWNERS & FACILITIES →
03 / For owners & facilities

An honest answer, no one selling you the fix

Condition & performance audits

An independent assessment of your commercial HVAC and refrigeration — what you actually have, its condition and remaining life, what is running poorly, and what genuinely needs attention versus what can wait.

Second opinions

A big replacement quote, a recurring problem no one has solved, a contractor's diagnosis you are not sure about — reviewed independently by someone with no stake in the sale.

Energy & efficiency audits

Where a building wastes energy in its mechanical systems and controls, and the measures that actually pay back — the diagnosis behind a smart capital plan, framed from experience, not a vendor's catalog.

Refrigerant & compliance audits

EPA 608 and AIM Act refrigerant compliance, leak history, and phase-down exposure across a portfolio — so a refrigerant problem is found on your schedule, not during an inspection.

Owner's representation

Independent review of a third party's design, installation, or service on your behalf — reading the drawings, checking the submittals, and protecting your interest through the project. Design-assist & consulting →

Pre-purchase & due diligence

The mechanical condition of a building you are buying or leasing — what the HVAC and refrigeration will cost you after closing, before you sign.

04 / How an engagement runs

Evidence first. Opinion second.

05 / Scope & independence

Plain about where our opinion ends

What we opine onContractor expertise

Installation, workmanship & code

Our opinions are grounded in what we are licensed and experienced to know — commercial HVAC and refrigeration installation, workmanship, maintenance, equipment failure, refrigerant handling, and code compliance from the contracting side.

Where we bring a PEEngineering judgment

Sealed engineering questions

When a matter turns on engineering judgment — the adequacy of an engineered design, a load or structural calculation — we engage a Florida-licensed Professional Engineer. We do not offer engineering opinions we are not licensed to give, which keeps our credibility intact under scrutiny.

Independence is the point: we do not investigate or testify on a dispute where we are also bidding or performing the work. Mold assessment, public adjusting, and other separately-licensed activities are referred to the appropriate licensed professional. Every engagement begins with a conflict check and a written scope.

06 / FAQ

Forensic & advisory questions

Can a licensed contractor serve as an HVAC expert witness in Florida?
Yes. Florida qualifies expert witnesses by knowledge, skill, experience, training, or education, and applies the Daubert standard. A State Certified Class A Air Conditioning Contractor with extensive field experience is qualified to give expert opinions on commercial HVAC and refrigeration matters within that expertise — installation and workmanship, contractor standard of care, maintenance adequacy, equipment failure, and code compliance from the contracting side. Matters that turn on engineering judgment are supported by a Florida-licensed Professional Engineer.
What is a forensic HVAC investigation?
A structured examination of why a commercial HVAC or refrigeration system failed or underperformed — inspecting the equipment and installation, reviewing the maintenance and project record, identifying the cause, and producing a clear written report. It is used in warranty disputes, insurance claims, construction-defect matters, and litigation, and by owners who need an independent answer.
Do you work for both attorneys and building owners?
Yes. We serve attorneys and insurers with failure investigations, standard-of-care opinions, and expert witness and litigation support, and we serve building owners and facility managers with independent audits, second opinions, and owner's representation. The same field expertise serves both, framed for each audience.
Are your investigations independent?
Yes. Forensic and advisory engagements are kept independent of our installation work — we do not investigate or testify on a dispute where we are also bidding or performing the construction, because the value of this work is its impartiality. Every engagement begins with a conflict check and a written scope.
Where do you take engagements?
Investigations, audits, and expert witness work are available throughout Florida — our Class A license is state-level. We are based in Tampa Bay (Hillsborough, Pinellas, Pasco) and travel statewide for forensic and advisory engagements.
06 / Field notes

Forensic & advisory reading

The full forensic & expert witness library