Associate, Business Valuation - Valuation Advisory

About the role

Impact You’ll Make
As an Associate within Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries.

Responsibilities

• Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.
• Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
• Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
• Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
• Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.
• Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.
• Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction.
• Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.
• Participate in client calls, management interviews, and internal engagement discussions.
• Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.
• Affirmatively engage in client, regulatory, and transaction deadlines.
• Assist with proposals, research publications, presentations, and other practice development efforts.
• Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2–4 years of experience in business valuation, transaction advisory, investment banking, accounting, audit, tax, or a related professional services field.
• Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA preferred.
• Understanding of business valuation methods and financial modeling concepts.
• Strong quantitative, research, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
• Strong written and verbal communication skills.
• High attention to detail and commitment to producing accurate work.
• Ability to manage multiple assignments and changing deadlines.
• Experience working in a client service or professional services environment preferred.

Qualifications

• Passion for business valuation and financial advisory services.
• Ability to think critically and creatively to solve complex problems.
• Strong interpersonal and communication skills to build and maintain relationships with clients and colleagues.
• Commitment to continuous learning and professional development.

Skills

• Business Valuation Methods
• Financial Modeling
• Microsoft Excel
• AI Tools and Emerging Technologies
• Communication Skills

Benefits

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,000.00 - $135,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.