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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

View the 1-minute Firm Overview Introduction and Recent TV Interviews

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

CFO Services for Growing Companies

  

NAV's team, led by Justin Kuczmarski, offers a dynamic and wide array of financial advisory, strategy, and CFO reporting services that reflect a complete suite of services.

We are M&A advisors and internal financial partners in guiding the strategic growth demands of companies large and small.

Our CFO services have helped clients in our core industries such as healthcare and private equity. We also serve to improve the control environment through a holistic analysis of an enterprise's strengths and weaknesses. 

A sample of the CFO services entails: 

 

Corporate Strategy Initiatives (M&A, Financing Advisory, Liquidity Management)

 

Preparation of Internal Financial Statements

 

Long-Term Projection Management (Growth Analysis, Cash Burn and Monthly Budgeting across all Financial Statements)

 

Design of Financial Internal Controls and Training of Personnel on Accounting Controls

 

Restructuring Key Operations and Cost-Cutting

 

Understanding trade design and architecture in relation to accounting documentation

 

Review and analysis of management's internal valuation procedures pertaining to assumption support and market data 

 

How We Assist Clients

 

NAV's team provides sophisticated reporting and analytical services to help clarify core projections, valuation procedures, documentation, and designs required by investment committees, internal auditors, and external auditors.

 

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.