ALTERNATIVE DISPUTE RESOLUTION
AND
EXPERT SERVICES
Hamilton Office Park
31 High View Close Leicester LE4 9LJ
Tel: 0116 241 4316
Fax: 0870 762 1639
Mobile : 07850 359 580
E-Mail: jcr@JeffreyRosenthal.com
www.JeffreyRosenthal.com
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JANUARY 2012
- Time-based fees. The hourly rate will be advised on receipt of
details of the dispute.
- Travelling Time/Costs. No separate or additional charge is made
for mileage costs, as travelling time will be charged as part of the
time engaged on the Appointment at 50% of the hourly rate.
- Disbursements. Disbursements such as hotel accommodation and meals,
and room hire for meetings, will be re-charged at cost.
- Advance Payments. Advance Payments to cover the minimum fee will
be required before commencement of an assignment.
- Interim Payments. Interim payments may be required during the course
of an assignment to cover work already carried out in excess of the
minimum fee, or to be undertaken within a short period of time.
- Payment Dates. All payments are to be made within 14 days of submission
of the appropriate invoice or request for payment.
- Cancellation Fees for time set aside for attendance at meetings
or Hearings and preparation of Reports will be on the following basis:-
For cancellation less than 4 weeks but more than 1 week before the due date 25% of time set aside.
For cancellation within 1 week of the due date 50% of time set aside.
- Support Services. Secretarial services will be charged at £20.00
per hour, and other support services (such as accounts staff undertaking
analysis work) at an appropriate hourly fee commensurate with the
level of skills required.
- Valued Added Tax. VAT shall be chargeable and added to the above fees at the ruling rate applicable.
Separate schedules of Terms and Conditions are available for Arbitration and Mediation appointments.
| SUMMARY | JANUARY 2012 |
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A list of appointments is attached below. |
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| Jeffrey C. Rosenthal |
| During the past 15 years I have been extensively involved in dispute resolution work, acting as an arbitrator and expert witness, and, since 2000 increasingly as a mediator. This work has been as much of a legal nature as accountancy, and I have increased my knowledge of partnership, contract and consumer law, as well as maintaining my professional knowledge in accountancy and related financial matters. My background as the principal of my own accountancy practice, understanding of business and consumer issues, sprinkled with a good measure of common sense, has been of considerable value in dealing with a wide range of problems. My earlier work as a practising accountant and consultant covered a wide range of business activities and trade association work, as well the usual functions associated with accounting practices in the Small to Medium sized Enterprise field (SME's). I held an Insolvency Licence until the end of 1998, and was a Registered Auditor until 1999. My consultancy activities included the independent valuation of businesses; advising on business mergers and break up; preparing prospectuses and negotiating the sale of businesses; advising vendors on the sales of minority interests; advising the purchasers in a management buy out; a substantial individual voluntary arrangement; negotiating finance facilities for numerous clients; assisting clients in resolving a wide range of disputes. After becoming a Fellow of The Chartered Institute of Arbitrators in 1984, I was admitted to the Panel listing in June 1987, and in 1998 to the Register of Experienced Arbitrators. I am now a CIArb tutor. My commercial Arbitration and Expert Determination appointments over many years include a wide range of partnership dissolution disputes for various professional and trading activities; a variety of contractual disputes; business sale and purchase consideration; investment advice and mortgage and finance agreement disputes. I determine costs when required. I was admitted as a practising Member of The Academy of Experts in August 1994. Expert Witness appointments include reports for claimants in loss of profit disputes; partnership disputes; business and share valuations; professional negligence and negligent investment advice claims. I have also acted as a Single Joint Expert. I became a CEDR accredited mediator in 2000, and am now a member of the mediation panels of the The Chartered Institute of Arbitrators, the Association of Midlands Mediators, the new CEDR 125, UK Mediation, and the mediation and arbitration panels of Clerksroom. I have undertaken a considerable number of commercial and consumer mediation appointments. 9 out of the last 10 have been successful. CHARGES My charging rate for dispute resolution appointments varies according to the nature and size of the dispute. My Terms and Conditions for appointments are shown on the back page. Separate schedules of Terms and Conditions are available for Arbitration and Mediation appointments.
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Arbitration Terms & Conditions - please click here.
Arbitration Appointment Form - please click here.
ADR and Mediation Guide - please click here.
Mediation agreement - please click here.
Recent Mediation Experience - please click here.
FROM OCTOBER 2007
| ARB = Arbitration | ED = Expert Determination | EW = Expert Witness | SJE = Single Joint Expert | MED = Mediator | OLM = Online Mediation |
| 2012 | ||
| Jan | ARB | Holiday Scheme Arbitration. £3,800. |
| 2011 | ||
| Dec | ARB | Holiday Scheme Arbitration. £2000. |
| Nov | ARB | Three Holiday Scheme Arbitrations. £7,300. |
| Oct | ARB | Financial Services Dispute. £50,000. |
| Oct | ARB | Holiday Scheme Arbitration. £2,100. |
| Sep | ARB | Holiday Scheme Arbitration. £5,800. |
| Aug | Appointed as Moderator for CIArb Arbitration Examinations | |
| June | ARB | Unpaid Consultancy Fees. £13,000. |
| May | ARB | Accountancy Partnership Dissolution. £140,000. |
| Apr | ARB | Medical Practice Dissolution Costs. £8,000. |
| Mar | MED | Unsatisfactory Paved Driveway Installation. £28,000. |
| Feb | ARB | Accountancy Partnership Disputed Accounts issues. £110,000. |
| Feb | OLM | Website Construction Costs. £5,500. |
| Jan | MED | Breach of Contract. Faulty Vehicle £20,000. |
| Jan | ARB | Partnership Dissolution Dispute, Medical Practice. £25,000. |
| 2010 | ||
| Dec | ARB | Partnership Dissolution Dispute, Medical Practice. £25,000. |
| Dec | ARB | Holiday Scheme Dispute. |
| Dec | MED/ARB | Unpaid SEO Consultancy Fees. £26,700. |
| Nov | ARB | Accountancy Partnership Dissolution. £61,000. |
| Nov | ARB | Holiday Scheme Dispute |
| Nov | EW | Continued Defence to Claim re Dividends. £211,000. |
| Oct | EW | Advice re Sale of Corporation Tax Losses |
| Oct | ARB | Two Holiday Scheme Disputes. |
| Oct | EW | Damages for Personal Injury, Musician and Lecturer. £2,600,000. |
| Sep | ARB | Holiday Scheme Dispute |
| Sep | EW | Complaint re Mortgage Advice. £117,500. |
| Aug | SJE | Expenditure on Property Renovation. £185,000. |
| July | MED | Wrongful Disconnection of Utility Services. £64,000. |
| July | ARB | Holiday Scheme Dispute. |
| June | MED | Disputed Payment For Shares. £150,000. |
| May | ARB | Two Holiday Scheme Disputes |
| Apr | EW | Advice on Withdrawal from Accountancy Practice Partnership. |
| Apr | ARB | Two Holiday Scheme Disputes. |
| Mar | MED | Loss of Goods in Transit. £15,000. |
| Mar | ARB | Two Holiday Scheme Disputes. |
| Jan | EW | Continued Defence to Claim re Dividends. £211,000. |
| Jan | MED | Buy out of Minority Shareholding and Substantial Costs, Water Conditioning. £220,000. |
| Jan | ARB | Five Holiday Scheme Disputes. |
| 2009 | ||
| Dec | ARB | Holiday Scheme Dispute |
| Nov | ED | Partnership Dissolution Dispute, Medical Practice. £200,000. |
| Nov | MED | Computer Network Installation. £24,500. |
| Nov | ARB | Three Holiday Scheme Disputes. |
| Oct | EW | Accountancy Fees Dispute, Holiday Homes. £10,000. |
| Oct | ARB | Holiday Scheme Dispute. |
| Sep | EW | Damages for Personal Injury, Musician and Lecturer. £2,600,000. |
| Sep | EW | Defence to Claim by Liquidator re Dividends. £211,000. |
| Aug | MED | Balance Due from Sale of Dental Practice £45,000. |
| Aug | ARB | Holiday Scheme Dispute. |
| Aug | MED | Claim by Supplier for Unpaid Invoices. £10,000. |
| July | ARB | Costs of Arbitration Proceedings. £63,500. |
| July | ARB | Disputed Loan Redemption Fee. £1,800. |
| July | ARB | Six Holiday Scheme Disputes. |
| July | EW | Banking Services Dispute. |
| July | MED | Family Business Dispute. Opticians. £200,000. |
| July | ARB | Partnership Dissolution Dispute. Solicitors. £40,000. |
| July | ARB | One Holiday Scheme Dispute. |
| May | ARB | Three Holiday Scheme Disputes. |
| May | MED | *Continuation of Dec. Construction Services Dispute. |
| Apr | ARB | Three Holiday Scheme Disputes. |
| Mar | EW | Professional Negligence by Accountants. £3,000. |
| Mar | MED | 3-party Dispute. Alleged Deceit by Finance Company. £32,400. |
| Mar | MED | Unpaid Consultancy Fees. £11,000. |
| Mar | ARB | Four Holiday Scheme Disputes. |
| Feb | ARB | Three Holiday Scheme Disputes. |
| Feb | ARB | Expulsion from Medical Practice Partnership. Not Quantified. |
| Jan | ARB | Two Holiday Scheme Disputes. |
| Jan | ARB | Costs of Arbitration Proceedings. £25,000. |
| 2008 | ||
| Dec | ARB | Two Holiday Scheme Disputes. |
| Dec | MED | Construction Services. Balances on Contracts. £15,000. * |
| Nov | ARB | Two Holiday Scheme Disputes |
| Oct | EW | Claim for Unfair Conduct by Building Society. £45,000+. |
| Oct | SJE | Partnership Dissolution Dispute. Driving Schools. £70,000. |
| Sept | MED | Unpaid Fees for V.A.T. Recovery. Nursing Home. £15,000. |
| Aug | EW | Defence to Alleged Fraud. Property Investments. £367,000. |
| July | ARB | Costs of Arbitration Proceedings. £30,000 |
| July | ED | Sale Price of Business Affected by Completion Accounts. £80,000. |
| June | MED | Unpaid Accountancy Fees. £3,750. |
| May | EW | Misuse of Company Funds. Property Development. £120.000. |
| May | MED | Non Payment of Supplier Invoices. Food Sector. £52,600. |
| Apr | ARB | Disputed Completion Accounts. Nursing Home. £30,000. |
| Mar | ARB | Negligent Investment Advice – M V A. £20,000. |
| Mar | ARB | Accountants Partnership Dissolution Dispute. £254,000. |
| Feb | EW | Dividends Reclaimed by Liquidator. £65,000. |
| Feb | ARB | Interest basis on Loan Agreement. £1,500. |
| 2007 | ||
| Dec | ARB | Entitlement to Management Fees. £120,000. |
| Nov | MED | Neighbour Dispute – Height of Hedge |
| Nov | SJE | Capital Gains Tax on Mixed Use Property. £30,000. |
| Oct | EW | Hotel Loss of Profits - Building Disruption. £35,000 |
| Oct | ARB | Disputed Liability for pre-contract expenditure. £220,000 |
| Oct | EW | Restaurant Loss of Profits - Building Disruption, £40,000. |
Consumer Arbitration Schemes
Association of British Travel Agents (ABTA)
Formerly a panel member of the following defunct Consumer Arbitration Schemes
Mortgage Code Arbitration Scheme (MCAS)
Finance and Leasing Association (FLA)
Financial Intermediaries and Mortgage Brokers Regulatory Authority (FIMBRA)
Links
Hamilton Office Park
31 High View Close Leicester LE4 9LJ
Tel: 0116 241 4316
Fax: 0870 762 1639
Mobile : 07850 359 580
E-Mail: jcr@JeffreyRosenthal.com
www.JeffreyRosenthal.com