Teresa is a Certified Public Accountant with more than 10 years of experience in litigation support, specializing in cases involving audit negligence, accounting irregularities, financial dispute, and regulatory compliance.
Teresa is a Certified Public Accountant with over 10 years of experience in litigation support, specializing in cases involving audit negligence, accounting irregularities, financial dispute, and regulatory compliance.
Ms. Lee assists experts in identifying and analyzing issues, performing research, and preparing expert reports. Ms. Lee regularly collaborates with clients, legal professionals, and experts in resolving issues through each stage of a project, from the onset of claims through completion. Ms. Lee’s experiences and expertise enable her to prioritize the needs and expectations of clients in each case.
Prior to joining Secretariat, Ms. Lee gained diverse experience in audit, professional compliance, court-appointed investigation, and financial litigation cases. She has also worked with the Hong Kong Institute of Certified Public Accountants, obtaining extensive compliance experience from the perspective of a regulator of auditors/audit firms.
Taking The Right Approach in Asset Searching and Recovery in 2025
The tension among regulators between the push for increased transparency and the need to protect individual privacy is always apparent in asset searching exercises. This tension is a global phenomenon, central to the ongoing debate surrounding registering beneficial ownership information.
Marking 135 Years of the Sherman Antitrust Act
Today, Secretariat marks the 135th anniversary of the Sherman Antitrust Act, enacted by the 51st U.S. Congress and signed into law by President Benjamin Harrison on July 2, 1890. The Act was the first comprehensive federal legislation to promote competition, criminalize monopolistic behavior, and empower courts to uphold economic efficiency as a public good.
Highlights and Takeaways from CBV CONNECT 2025
At the CBV CONNECT 2025 Conference in Toronto, we had the privilege of presenting multiple panels, engaging with fellow business valuation professionals, and exploring the latest developments shaping the future of the industry. We’ve compiled key takeaways from our time at CONNECT 2025 below, highlighting critical insights from our speaking engagements and the emerging trends we’re watching in the world of business valuation.