Associate, Business Valuation - Valuation Advisory

Stout•Irvine, CA

2d•$74,000 - $135,000

About The Position

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. 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. Your work will support clients including privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals.

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.
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.
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.

Nice To Haves

Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA preferred.
Experience working in a client service or professional services environment preferred.

Responsibilities

Develop valuation analyses that support tax planning, transactions, corporate reorganizations, and litigation matters.
Perform company, industry, market, and financial research to support valuation conclusions.
Prepare financial models, reports, and exhibits for complex client engagements.
Work with senior professionals to evaluate ownership interests, securities, and other financial assets.
Build technical valuation and advisory skills through exposure to a diverse client base and range of assignments.
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 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.
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 overall efficiency and insight.
Approach valuation questions with curiosity, analytical discipline, and sound judgment.
Connect financial analysis with the business, tax, transaction, or legal purpose of each engagement.
Maintain accurate documentation and clearly support analytical assumptions and conclusions.
Ask thoughtful questions and incorporate feedback from senior team members.
Manage competing priorities while maintaining work product quality.
Communicate professionally with clients, colleagues, and external advisors.
Build productive relationships across engagement teams and contribute to a collaborative work environment.
Embody Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great Communicators.
Deliver Relentless Excellence® through careful analysis, responsiveness, and consistent execution.