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Multidisciplinary Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Attorneys, Asset Managers, CFOs, and CPAs TM

NAV Valuation & Advisory LLC - Alternative Investment Valuation & Financial Advisory Firm

Cutting-Edge Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Asset Managers, Attorneys, CFOs, and CPAsTM

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Justin Kuczmarski,

M&A Strategic Planning: Scenario Reviews & Financial Modelling


NAV’s transparent approach to valuation embodies the full range of informal or formal M&A valuation opinions, informal reviews, and management advisory for companies contemplating M&A alternatives. 

We perform these services for companies contemplating a strategic M&A exit. For example, we deliver management advisory services that assist in LBOs, carve-outs, going-private transactions, and other vital initiatives.

While many valuation professionals lack an M&A record, our team leverages both our real-world transactional experience and industry expertise in advising attorneys, board, and C-suite executives on the various aspects of company worth.

Our team presents a host of cost-effective M&A valuation opinions. Multiple service options allow boards to understand when an informal valuation analysis is sufficient versus when a formal opinion is crucial. Additionally, we apply proprietary databases of private M&A sales to help bolster market indicators. This secondary source of deal information lends support to our marketplace knowledge and multidisciplinary expertise.  

We perform the following M&A valuation opinions:



How We Assist Clients


NAV's team delivers cost-effective and supportable M&A valuation services. 

Exit planning M&A valuations are assignments that can scale up or down depending on client needs. These strategic valuations are critical examples of informal valuations (due to an internal management focus) capable of evolving into a formal summary report or detailed report. The latter occurs if clients seek added assurance or expanded documentation down the road.  

How We Are Transparent


We perform our services on a flat-fee or hourly basis with leading attorneys, alternative investment funds, CFOs, CPAs, and other C-suite corporate executives. We strongly feel engagement scope, and fee ranges should be communicated effectively and efficiently.

We accordingly serve clients in stages, and we encourage clients to take a methodical, calculated approach to deciding which professional offerings are necessary or optional. 

We refer to the first stage as the NAV Situation Scan (TM). The Situation Scan helps both our clients and our teams diagnose the services necessary for the fulfillment of client objectives. We then communicate the results of the Situation Scan to derive a suggested road-map. The NAV team next proposes a time frame for delivery of service milestones. We are inherently flexible, and our Situation Scans outline a proposed plan of action and not a mandatory obligation. We have found clients cherish this "ramp-up or ramp-down" flexibility that can be implemented at any time.