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Multidisciplinary Valuation and Corporate 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

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,

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How We Are Transparent


We work on a flat-fee or hourly basis with leading alternative investment funds, CFOs, CPAs, attorneys, and other C-suite corporate executives. This service model applies to all four practices areas: 


We believe engagement scope and fee ranges should be communicated effectively and efficiently. We accordingly perform our work in stages, and we encourage clients to take a methodical, calculated approach to deciding which service offerings are necessary versus desired.

The first stage is dubbed the NAV Situation Scan (TM). The Situation Scan helps both our clients and teams diagnose the services necessary for fulfilment 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.

Common examples of ramp-up engagements are the establishment of valuation procedures and enhanced internal controls for growing funds. Asset managers often will make the investment in fund architecture as performance excels and regulatory requirements of the SEC accordingly move to the forefront. Fund internal control design also depends on a fund's asset mix as illiquid asset classes (complex securities, real estate, and private equity) generally warrant more enhanced documentation and controls versus the requirements of liquid securities. 

Finally, litigation support is a classic ramp-up or ramp-down engagement scenario. Many cases and disputes settle at any time, and we pride ourselves on avoiding client minimums. Our avoidance of all fee minimums yields a core flexibility which aligns with a client's uncertain situation. We have found seasoned litigators appreciate our clear candidness in and outside of the courtroom.