Associate, Business Valuation

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.

Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters.  As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.

Associates will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

Major Duties and Responsibilities: 

• Core Valuation Skills Needed: ASC 805 Purchase Price Allocation; ASC 350/360 Goodwill Impairment; IRC 409a stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience

• Performing corporate, fund and asset valuations including analysis of discounted cash flows, capitalization of earnings, comparable companies, merger and acquisition transactions, purchase price allocations, goodwill impairment testing, stock option analysis, illiquid debt investments

• Preparing written valuation reports for client presentation

• Developing client interaction and participating in due diligence meetings

• Provide valuation services for management planning and resolving shareholder disputes

• Conducting and overseeing company, industry, and economic research

• Analyzing general economic conditions and industry specific conditions and trends

• Deliver comprehensive valuation services to address financial, tax, and regulatory needs for investment funds and individual companies

Knowledge, Skills & Abilities:

At Stout, we foster a collaborative and inclusive culture that values professionals who are driven, entrepreneurial, and team oriented. Successful Associates possess the following attributes:

• Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments.

• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting.

• Excellent verbal and written communication skills

• Proficient computer skills (Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus.

• Relationship-focused with clients, peers, management, etc.

• Excels in a team-oriented work environment with a positive and enthusiastic attitude

• Shows creativity in problem solving

• Professional presence and detail-oriented

• Self-motivated with a strong work ethic and entrepreneurial mindset

Education and/or Training:

• A bachelor’s degree in finance, accounting, financial engineering, mathematics, or another quantitative field is required

• Minimum 3 years of experience in business valuation. The preferred candidate will have prior experience in purchase price allocations, impairment testing and other financial reporting related assignments, estate and gift tax valuation, transaction opinions, and corporate tax valuations

• Strong knowledge of key financial models and valuation methodologies

• Professional designations such as CFA, ASA, CPA, or CEIV are preferred

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.

We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.

We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfillin