Valuation Advisory Services Partner

Cherry Bekaert AdvisoryAtlanta, TX
8d

About The Position

Cherry Bekaert is seeking a dynamic and growth-oriented Partner to join our Valuation Services practice. With a current team of over 30 professionals, our valuation group is a critical component of the Firm’s advisory expansion. This leadership role is designed for a strategic thinker who can drive top-line growth, optimize practice profitability, and foster a culture of cross-functional collaboration. The successful candidate will serve as a key architect in scaling the practice, leveraging the Firm’s extensive middle-market presence and Private Equity relationships to capture new market share.

Requirements

  • 15+ years of experience in valuation services, with at least 5 years at the Director or Partner level within a national accounting or boutique valuation firm.
  • Deep expertise in complex security modeling, discounted cash flow (DCF), and guideline public company/transaction methods.
  • CPA, ABV, ASA, or CFA charter holder required.
  • Proven track record of originating $2M+ in annual professional fees.
  • A collaborative, "one-firm" mindset with the ability to navigate a matrixed professional services environment.

Responsibilities

  • Strategic Growth & Business Development Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory.
  • Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors.
  • Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications.
  • Practice Leadership & Profitability Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement.
  • Oversee the next generation of offshore development Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence.
  • Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership.
  • Cross-Functional Collaboration Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle.
  • Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships.
  • Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments.

Benefits

  • Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
  • Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
  • Big firm resources and bench strength; small firm flexibility and openness to new ideas.
  • Defined metrics and targets that eliminate ambiguity.
  • Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
  • Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm.
  • In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
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