What are the responsibilities and job description for the Business Valuation Director position at LVI Associates?
Our client is seeking an experienced and motivated Business Valuation Director to join the team and help drive the next phase of growth. This role is perfect for someone who thrives in a client-facing, revenue-generating capacity and is looking for a high-impact leadership role within a reputable firm.
Key Responsibilities:
- Revenue Generation: Actively lead and grow the business valuation practice, generating new revenue streams through strong client relationships and effective business development strategies.
- Estate Gift & Tax Valuations: Lead and manage the preparation of estate, gift, and tax valuations for high-net-worth individuals, trusts, and family offices.
- Business Valuations: Conduct and oversee comprehensive business valuations for mergers, acquisitions, strategic planning, and financial reporting purposes.
- Financial Reporting: Provide expert insights and valuation reports for financial reporting purposes, working closely with clients and other professionals to meet regulatory standards.
- Litigation Support: Provide expert valuation services in support of legal disputes, including litigation and dispute resolution, delivering clear, well-supported opinions.
- Client Relationships: Cultivate long-term relationships with existing clients while proactively identifying new opportunities in the marketplace.
- Business Development: Actively participate in networking, marketing, and thought leadership initiatives to elevate the firm's presence and reputation in the business valuation space.
Qualifications:
- Experience: Minimum of 8-10 years of experience in business valuation, estate gift and tax valuations, financial reporting, and litigation support.
- Proven Track Record: Demonstrated ability to generate revenue and manage client relationships while driving business growth.
- Education: Bachelor's degree in Accounting, Finance, or related field (MBA, CFA, ASA, or other relevant professional certifications are highly preferred).
- Technical Expertise: Advanced knowledge of valuation methodologies, financial modeling, and industry standards for various valuation types.
- Communication Skills: Exceptional written and verbal communication skills, with the ability to explain complex valuation concepts in a clear and understandable manner.
- Leadership Ability: Proven leadership and management skills, with the ability to lead by example, motivate teams, and manage multiple projects simultaneously.
- Client-Focused: A strong client service orientation with a history of developing and maintaining lasting client relationships.
Our client offers
- Competitive Salary and Bonus Structure: Attractive compensation package with opportunities to earn performance-based bonuses.
- Work-Life Balance: Flexible working arrangements
- Career Growth: A clear path for professional development and advancement.
- Dynamic Environment: A collaborative, fast-paced environment where your expertise will make a tangible impact.
- Comprehensive Benefits: Health insurance, retirement plans, and other employee benefits.
Salary : $200,000 - $250,000
