Multidisciplinary Valuation and Corporate Advisory Firm Transparently Serving the Full Range of Attorneys, Asset Managers, CFOs, and CPAs TM
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
Mr. Justin Kuczmarski, MBA, CPA, CVA, ABV is the President of NAV Valuation & Advisory LLC (“NAV”).
Before founding NAV, Mr. Kuczmarski served as an NYC Practice Leader in Financial Advisory Services for a top 10 accounting and advisory firm. He also has senior M&A investment banking experience as a Valuation Practice Leader for a leading M&A boutique bank.
He holds four leading valuation credentials/licenses (CVA, ABV, CEIV, CDBV), two credentials/licenses in public and forensic accounting (CPA and CFF), and one in bankruptcy and restructuring advisory (CIRA).
In 2016, Mr. Kuczmarski was a recipient of the NACVA 40 Under 40 from the nation's leading valuation association, the National Association of Certified Valuation Analysts (NACVA).
In 2011, he was a Finalist for Crain's New York 40 Under 40.
Mr. Kuczmarski possesses a unique background combining senior experience in both M&A investment banking and financial advisory services. Mr. Kuczmarski has been involved in over 150 transactions during his 22-year career from either an M&A investment banking or financial advisory perspective.
He brings a strong, real-world M&A experience to his delivery of valuation services, financial advisory, forensic support, and M&A corporate finance. A complete M&A deal sheet and financial advisory services record is available upon request.
He is frequently approached to serve as a litigation expert consultant or litigation expert witness, and he has been retained in several billion-dollar commercial cases throughout his career. Mr. Kuczmarski has been qualified as an expert witness in the New York State Supreme Court, the Eastern District of New York, and the American Arbitration Association. He is also qualified as both a Court Appointed Appraiser and Court Appointed Forensic Accountant under Part 36 of the Chief Judge's New York State Rules.
Mr. Kuczmarski is the sole author of the 300-page guidebook entitled The Executive’s Guide to Business Valuation: Essentials for Advisors and Business Owners.
Mr. Kuczmarski received a B.A. in Politics from Princeton University.
He also received a dual MBA in both Finance and Professional Accountancy from Fordham University's Gabelli Graduate School of Business. He attended on an academic fellowship in both departments.
Mr. Kuczmarski earned a Certificate in Mergers & Acquisitions from Columbia Business School of Columbia University.
Mr. Kuczmarski is a frequent TV commentator on both M&A transactions and technology. He has appeared on multiple stations such as Fox Business Network, TD Ameritrade Network, Yahoo! Finance, i24, China Central TV (CCTV), and China Global Television Network (CGTN), covering both topics in recent years.
Notable interviews have covered the latest trends in the valuation of apps, Amazon and Whole Foods' 2017 merger, T-Mobile and Sprint's proposed 2017 merger, Alphabet's earnings, and facial recognition software M&A.
Please see the following link for the full videos.
Mr. Kuczmarski has been involved in over 150 transactions during his 22-year career from either an M&A investment banking or financial advisory perspective. He has deep experience in buy-side M&A, sell-side M&A, and valuation opinions for transactions.
Mr. Kuczmarski is an expert in the valuation of equity, debt, derivatives and complex assets, intangibles, real estate, and structured finance.
He specializes in the following industries: asset management, business services, healthcare, real estate, and technology. Notable clients include some of the nation’s leading alternative investment funds, law firms, and private businesses.
In 2013-14, Mr. Kuczmarski led the due diligence and initial public market valuation/pricing of two high-profile technology IPOs. He has also successfully defended his analysis before the IRS in multiple tax compliance appraisals.
Mr. Kuczmarski specializes in the complete gamut of cases across litigation support. He is a Registered Mediator for the Eastern District of New York. He is also a New York State expert fiduciary appraiser and expert accountant for 8 counties.
Mr. Kuczmarski has been qualified as an expert witness in the New York State Supreme Court, the Eastern District of New York, and the American Arbitration Association. He is also qualified as both a Court Appointed Appraiser and Court Appointed Forensic Accountant under Part 36 of the Chief Judge's New York State Rules.
Mr. Kuczmarski has defended his valuation, and forensic accounting reports in multiple litigation support expert opinions and tax compliance assignments. He has been involved in several high-profile securities litigation assignments. The litigation case record is available upon request.
In 2010-2012, Mr. Kuczmarski was one of four plaintiff financial experts in the high-profile class action case against a leading mortgage firm. The case was settled successfully. He is also frequently engaged as a mediation/litigation expert for damages claims of matrimonial actions, medical damages, and professional liability cases. Mr. Kuczmarski has applied his valuation expertise in the quantification of property lost profits and business interruption claims.
Mr. Kuczmarski is the sole author of the 300-page guidebook entitled The Executive’s Guide to Business Valuation: Essentials for Advisors and Business Owners.
The 300-page E-book and printed edition are published by the International Association of CPAs, Attorneys, and Management (IACAM). The E-book is accredited for 12 continuing professional education (CPE) and continuing legal education (CLE) credits in over 30 states.
The EBook edition has been purchased and downloaded by over 2,000 financial and legal professionals since 2009, making the guidebook one of the legal profession’s leading authorities on business valuation from a CLE training and distribution standpoint.
CVA: Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts (NACVA);
ABV: Accredited in Business Valuation (ABV) from the American Institute of Certified Public Accountants (AICPA);
CEIV: Certified in Intangible and Entity Valuations from the American Institute of Certified Public Accountants (AICPA), American Society of Appraisers (ASA, and Royal Institution of Chartered Surveyors (RICS);
CPA: Certified Public Accountant (CPA) from New York State and the American Institute of Certified Public Accountants (AICPA);
CFF: Certified in Financial Forensics (CFF) from the American Institute of Certified Public Accountants (AICPA);
CIRA: Certified Insolvency & Restructuring Advisor (CIRA) from the Association of Insolvency and Restructuring Advisors (AIRA);
CDBV: Certification in Distressed Business Valuation (CDBV) from the Association of Insolvency and Restructuring Advisors (AIRA);
Independent Director and Audit Committee Chair, pre-IPO company, 2022-
Board Member, Westminster R.C. Cathedral (London), 2013-
Board Member, Princeton University Cannon Club, 2013-2015
Evening Adjunct Professor - St. John's University MBA Program, January 2014-September 2015
AICPA National Valuation Conference, Private Equity Valuation (upcoming), November 2022
AICPA National Valuation Conference, Industry Insights (upcoming), November 2022
Fox Business Network, Claman Countdown, January 2022
AICPA National Valuation Conference, Private Equity Valuation, November 2021
AICPA National Valuation Conference, Debt & Credit Valuation, November 2021
AICPA SPAC Valuation Webinar, May 2021
TD Ameritrade Network Interviews, Various Times 2021
AICPA National Healthcare Conference, Private Equity Valuation, December 4, 2020
TD Ameritrade Network, Interview on Big Tech Antitrust Legislation, October 16, 2020
Yahoo! Finance Network, Interview on Big Tech Antitrust Findings, October 7, 2020
Yahoo! Finance Network, Interview on Big Tech Congressional Hearings, July 27, 2020
TD Ameritrade Network, Interview on Snapchat’s Earnings, July 21, 2020
Elevate Conferences, Panel on Litigation Finance, June 23, 2020
Litigation Finance Journal, Interview on Valuation Case Screening, March 19, 2020
TD Ameritrade Network, Interview on FedEx’s Earnings, February 5, 2020
Yahoo! Finance Network, Interview on Netflix’s Earnings, January 22, 2020
TD Ameritrade Network, Interview on Stock Market Outlook, December 18, 2019
The Knowledge Group Webinar on U.S Transfer Pricing, November 20, 2019
The Knowledge Group Webinar on U.S Transfer Pricing, May 22, 2019
The Knowledge Group Webinar on U.S Tax Act and Transfer Pricing, November 15, 2018
I-24 Network, Interview on Real Estate and Taxes, October 3, 2018
I-24 Network, Interview Facebook Earnings, July 26, 2018
Voltaire Conference on Private Equity Valuation, June 2018
The Knowledge Group Webinar on Transfer Pricing, February 15, 2018
Voltaire Webinar on Tech Unicorns, November 2, 2017
The Knowledge Group Webinar on Transfer Pricing, November 7, 2017
Numerous Media TV Interviews for CCTV, CGTN, and i24, 2016-
Princeton University's New York City Alumni Chapter - Entrepreneur Panel, May 19, 2016
Tens of law firm CLE presentations: 2002-2017
CoreNet Atlanta – “Real Estate Lease Accounting Changes,” August 21, 2014
St. John’s University, Peter J. Tobin MBA Program, January 2014-September 2015
Becker CPA Preparatory programs: Taxation and Regulation; Summer 2012
Speaker, New York State Society of CPAs’ 2012 Employee Benefits Conference, January 31, 2012, “Restructuring and Bankruptcy Considerations for Defined Benefit Pension Plans”
Instructor, Becker CPA Preparatory programs: Auditing and Business Economic Sections; January 2010 - June 2012
2011 Adjunct Professor, DeVry University – College of Business and Management, Spring 2011 Courses: Financial Accounting; Intermediate Accounting
Speaker, New York State Society of CPAs’ 2010 Employee Benefits Conference, May 6, 2010, “FASB 157 and Plan Investments”
Speaker, New York Tax Study Group, January 25, 2010, “Estate Tax Reform: Hot-Button Issues”
Speaker, New York Tax Study Group, February 17, 2009, Eisner and Lubin LLP conference “Business Valuation and Tax Case Law Update: Spotting Red Flags.”
Speaker, National Judicial College (http://www.judges.org), Washington D.C., November 12-14, 2008. Selected to serve on an AICPA faculty team teaching valuation and accounting to federal and state judges
Key-Note Speaker, Hamptons Roads Tax Forum, Virginia Beach, VA, May 21, 2008 “International Transfer Pricing: Latest Trends and Developments” Instructor, Center for Professional Education (http://www.cpeonline.com), New York, NY, April 28, 2008. “Corporate Finance 8-Hour Course.”
American Institute of Certified Public Accountants (AICPA)
AICPA Forensic and Valuation Section
AICPA Relations With Judiciary Committee
Association for Corporate Growth (ACG)
Association of Insolvency and Restructuring Advisors (AIRA)
International Association of CPAs, Attorneys, and Management (IACAM)
National Association of Certified Valuation Analysts (NACVA)
New York State Society of CPAs (NYSSCPAs)
