Valuation Services + Litigation Support + Advisory Services

Our Services

At Navigo Advisors, we deliver insight you can trust and strategies you can act on. Whether you're preparing for litigation, managing financial complexity, or planning for growth, our services are grounded in real-world experience and tailored to your specific needs.

Contact Us

contact@navigoadvisors.com

Areas of Practice

Business Valuation Services

Court-defensible. Practical. Honest.

We provide independent, defensible valuations for businesses and ownership interests across a wide range of contexts, including:

  • Estate and gift tax planning

  • Buy-sell agreements

  • Marital dissolution

  • Shareholder disputes

  • Succession planning

  • M&A readiness and due diligence

Our valuation work is grounded in professional standards and built to stand up to scrutiny. We use recognized methodologies, industry benchmarks, and extensive experience to deliver clear, credible reports tailored to your purpose—whether you're facing a courtroom or making long-term plans.

Litigation Support & Expert Services

Support built for the courtroom—and the strategy room.

We partner with attorneys and their clients to deliver clarity and strength in financial disputes. Our litigation support services include:

  • Expert witness testimony (valuation, economic damages, forensic accounting)

  • Financial analysis and rebuttal reports

  • Settlement analysis and trial prep

  • Business income tracing and forensic reconstructions

We understand that financial clarity can be the difference between winning and losing. We focus on documentation, transparency, and independence to give your case the support it deserves.

Other Advisory Services

Flexible support. Real-world experience.

In addition to core offerings, we provide targeted advisory support where it’s needed most:

  • Cash Flow Forecasting & Management: Maintain visibility and control over near-term and long-term liquidity.

  • Budgeting & Financial Planning: Build detailed budgets and financial models to support operational and strategic goals.

  • Financial Reporting & KPIs: Set up customized dashboards and reporting packages that highlight what matters most.

  • Pricing & Margin Analysis: Analyze cost structures and pricing strategies to improve profitability.

  • Compensation Benchmarking: Use data to develop competitive and sustainable compensation plans.

  • Board & Investor Readiness: Prepare financials, narratives, and metrics for presentations to boards, lenders, and investors.

  • Scenario Modeling & Strategic Guidance: Model financial impacts of key decisions, including new product launches, capital projects, or market expansions.

  • Debt Planning & Bank Relations: Assist with financial documentation, lender discussions, and debt covenant compliance.

  • Financial Infrastructure: Implement or optimize accounting systems, internal controls, and workflows to support scale.

We tailor our scope to your situation and partner with your legal, tax, and investment professionals to deliver holistic value.