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We are looking for a skilled Business Valuation Manager to lead and execute valuation engagements for privately held companies. This role requires a deep understanding of valuation methodologies, strong leadership abilities, and a commitment to delivering high-quality work to clients. The ideal candidate will thrive in a collaborative environment while mentoring team members and ensuring the accuracy and effectiveness of valuation processes.
Job Responsibility:
Lead the preparation of both informal and formal business valuations
Reviewing company financial statements and ratios
Analyzing governing documents, articles, and agreements
Assessing marketability and control characteristics
Conducting economic and industry analyses
Forming and supporting valuation conclusions
Engaging with company management and owners to gather insights as needed
Maintain and improve valuation production criteria, methodologies, and review standards
Develop, update, and manage valuation models in alignment with NACVA, ASA, and other relevant industry standards
Serve as the final reviewer for valuation reports to ensure accuracy, defensibility, and consistency
Supervise, mentor, and develop valuation team members, ensuring strong quality controls for all deliverables
Collaborate with Data Gathering Specialists to facilitate timely collection of necessary client and company materials
Drive process improvement initiatives, workflow optimization, and updates to operational documentation
Actively participate in leadership meetings, contributing to strategic initiatives and continuous process improvement
Communicate effectively with clients regarding engagement scope, findings, and deliverables
Present valuation concepts or industry topics to clients or internal stakeholders (minimal travel required)
Negotiate terms, fees, and engagement scope, including statements of work and related contracts
Undertake additional duties as assigned by the Director of Operations
Requirements:
Deep and demonstrable knowledge of business valuation methodologies, standards, and practices
Accreditation required: Certified Valuation Analyst (CVA) or Accredited Senior Appraiser (ASA – Business Valuation)
both designations preferred
5–10 years of hands-on experience preparing and reviewing business valuations
Bachelor’s degree in Finance, Accounting, Economics, or related discipline (or equivalent experience)
Advanced proficiency in Microsoft Excel and strong knowledge of Microsoft Office suite
Excellent written and verbal communication skills, with the ability to present complex concepts clearly