Associate, Business Valuation - Valuation Advisory

Stout • Irvine, CA

16h

About The Position

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.

Benefits

• Competitive compensation
• Benefits and wellness options tailored to support employees at every stage of life
• Flexible work schedules
• Discretionary time off policy

What This Job Offers

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