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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

Shareholder Disputes

 

NAV’s experts provide a full spectrum of economic, forensic accounting, and valuation services in shareholder litigation cases. 

We have served as financial experts in shareholder disputes across district courts and alternative dispute formats. 

Sample recent cases include the range of purchase price disputes, shareholder termination cases, and disagreements over the contractual provisions of cash-out clauses. In the end, concise communication is imperative in diverse shareholder claims due to the intricacies of valuation disputes involving private companies.  

How We Assist Clients

 

Sample shareholder 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.