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.
Minnesota Staffing
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