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