Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Asset Managers, Attorneys, CFOs, and CPAsTM
NAV’s transparent approach to valuation is embodied in our range of informal or formal M&A valuation opinions.
Solvency opinions are generally performed on a formal basis due to the support documentation necessary for forming an defendable opinion on a firm's financial feasibility.
We leverage both our real-world transactional experience and industry expertise in advising attorneys, board, and C-suite executives on the various aspects of company worth.
Our team presents a host of cost-effective and cutting-edge M&A valuation opinions. Multiple service options allow boards to understand when an informal valuation analysis is sufficient versus when a formal opinion is crucial. In addition, we apply cutting-edge proprietary databases of private M&A sales to help bolster market indicators. This secondary source of deal information lends support to our marketplace knowledge and multidisciplinary expertise.
We perform the following M&A valuation opinions:
NAV's team delivers cost-effective and supportable M&A valuation services. An example is our internal valuation option for board valuation opinions.
We also offer clients the flexibility to select their reporting option and shift service levels upward or downward during the engagement process.
Exit planning M&A valuations are assignments that can scale up or down depending on client needs. These strategic valuations are key examples of informal valuations (due to the internal focus of exit planning assignments) capable of evolving into a formal summary or detailed report. The latter occurs if clients seek added assurance or expanded documentation down the road.
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.