ABOUT Navi Advisors

Clarity for Complex Transitions. Counsel for Visionary Owners.

At Navi Advisors, we walk alongside founders, owners, and private enterprises through moments of pivotal change and high-stakes transitions—mergers, acquisitions, succession strategies, liquidity events, and more. Rooted in discernment, driven by data, and guided by purpose, we help owners move forward with precision and courage.

We specialize in clarity—not just analytics. In times of uncertainty, our clients rely on us for bold foresight, clear thinking, and grounded counsel. Our team brings together financial insight, operational know-how, and founder empathy to serve each client with integrity and excellence.

Whether you’re navigating an exit or planning for long-term growth, we stand beside you as trusted advisors with a visionary lens. At Navi, your future is more than a financial outcome—it’s a mission worth protecting.

Our name, Navi—derived from the Hebrew word for prophet or seer—reflects our commitment to strategic vision and values-centered advisory. We believe business is more than numbers; it’s a calling. And in every engagement, we pursue not just success, but stewardship.

Our Team

At Navi Advisors, we believe that transitions require not only technical expertise, but relational wisdom. Our team brings entrepreneurial insight, market acumen, and values- driven counsel to every client journey.

Matt Perret

Senior Advisor, Mergers & Acquisitions

Matt brings decades of entrepreneurial experience and a deep commitment to guiding business owners through seasons of pivotal transition. As a Senior Advisor at Navi Advisors, he specializes in helping founders and owners design strategies for growth, succession, and exit—with clarity, empathy, and conviction.

Having led and grown businesses himself, Matt understands firsthand the weight of leadership decisions. He is especially skilled in navigating customer dynamics, sensitive negotiations, and owner-led M&A environments.
With a passion for relational advisory and a firm foundation in faith and purpose, Matt helps clients uncover opportunity in change—and move forward with confidence.

Advisors Who Understand What’s at Stake

WORK WITH US

TESTIMONIALS

"I finally overcame all the obstacles I kept putting in my way."

— Brandi Ortiz
"I can’t wait to read the newsletter each week. it’s my favorite way to start the weekend."

— Monet Goode
"I highly recommend the virtual course. I learned at my own pace."

— Channing Lee
"I love the flexible membership options. They keep me on track."

— Dallas Moreno

Our Method

Partnership

Our collaboration and wealth of knowledge, entrepreneurial experience, technology, methodology, and various business environments will afford you the opportunity to business growth and sustainability.
Faith Based

We make no-bones-about it… We are a faith-based firm and genially work diligently in the best interest of our clients. Diversity, innovation, and collaboration are the driving forces that lead to mutual success for our clients, customers, and the Meraki Advisory Team.
discernment?

The last step? We learn how to continually refine what we’ve learned. Think of this as your new beginning.