Job Description

Business Valuation Manager

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.

Key Responsibilities:

• Valuation Production & Technical Leadership
• Lead the preparation of both informal and formal business valuations, including:
• 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.

Operational & Staff Leadership

• 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.

Client & Business Responsibilities

• 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.
• 510 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.

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