Analyst, Business Valuation - Valuation Advisory

Stout • Irvine, CA

2d • $60,000 - $130,000

About The Position

As an Analyst in Stout’s Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. Working with senior professionals, you will analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries. Clients include privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals.

The role includes business enterprise and equity interest valuations using accepted income, market, and asset-based approaches; developing discounted cash flow, guideline public company, precedent transaction, and other analyses; and supporting engagements related to taxation, transactions, reorganizations, and disputes. You will review financial and transaction records, conduct company and market research, prepare models and client deliverables, participate in client and internal discussions, document analytical work, and support multiple engagements and practice development efforts. The position also involves using AI-enabled tools and emerging technologies to improve research, deliverable preparation, efficiency, and insight.

Stout describes its culture as centered on Relentless Excellence® and values including being positive and team-oriented, accountable, committed, relationship-focused, super-responsive, and great communicators. The company offers a comprehensive Total Rewards program, professional growth opportunities, and flexible work schedules with discretionary time off.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 0–3 years of experience in business valuation or a related professional services field.
• Understanding of business valuation methods and financial modeling concepts.
• Ability to analyze financial statements, forecasts, tax returns, and other financial information.
• Strong quantitative, research, and problem-solving skills.
• Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
• Strong written and verbal communication skills.
• High attention to detail and commitment to producing accurate work.
• Ability to manage multiple assignments and changing deadlines.
• Must be authorized to work in the United States without current or future employer sponsorship.

Nice To Haves

• Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA.
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
• Experience working in a client service or professional services environment.

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.
• Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.
• Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
• Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.
• 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 a range of sectors.
• 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.
• Support multiple engagements while meeting 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 efficiency and insight.

Benefits

• Competitive compensation.
• Benefits and wellness options tailored to support employees at every stage of life.
• Ongoing training, mentorship, employee resource groups, and clear performance feedback.
• Flexible work schedules.
• Discretionary time off policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level