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

View the 1-minute Firm Overview Introduction

Justin Kuczmarski,
MBA, CPA, CVA, CIRA, ABV
President

Securities & Financial Claims

 

NAV’s experts provide a full spectrum of economic, forensic accounting, and valuation services. We tackle both individual and commercial disputes with an egoless and tireless work ethic.

We have served as financial experts in several high-profile securities damages cases where alleged damage amounts have reached billions of dollars. We specialize in complex valuation analysis for esoteric markets and illiquid securities.

Case examples include widespread structured finance and mortgage-backed fraud and disputes involving mishandled internal controls. In the end, our ability to communicate effectively, both in and out of the courtroom, is a leading driver of our cross-functional value proposition. Concise communication is imperative in financial claims due to the intricacies of global capital markets. 

 

 

How We Assist Clients

Sample securities and financial litigation services entail:

 

  • Analysis of macro forces and microeconomic considerations
  • Analysis of preliminary damages valuation results
  • Critique and rebuttal of competing expert reports
  • Deposition testimony
  • Detailed written reports or summary rebuttal reports
  • Financial modelling of key variables
  • Forensic statistical modelling
  • Research into sectors and business conditions driven by our valuation expertise across virtually every industry
  • Research into pricing policies and business strategy
  • Valuation multiple analysis of industry peers to assess market environment
  • Valuation of diverse financial instruments

 

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. 

 

Our first service stage is dubbed the NAV Situation Scan (TM). The Situation Scan helps both our clients and our 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.