Selling & Signing Valuer / Business Valuation
Boost your chances before you apply.
Advysor
US
Summary
The role involves generating new business, managing client engagements, and signing off on valuation opinions. You will lead the engagement process while directing an analyst team to ensure technical accuracy and defensibility of reports.
Job Description
Our client is a growing, technology forward business valuation firm seeking an experienced valuer who wants to focus on developing relationships, winning new business, leading client engagements, and signing valuation opinions. You’ll be supported by an analyst team and established infrastructure, allowing you to spend less time building models and drafting reports and more time growing and managing your book.
Role Highlights
- Fully remote, US-based position
- Guaranteed base salary plus an uncapped, formula-driven bonus
- Higher bonus rates for self-sourced business
- Existing book of business is highly valuable but not required
- Limited travel for commercially valuable client meetings and events
- Optional path to equity partnership based on achieving an agreed business plan
Responsibilities
- Generate new business and build on the firm’s existing relationships and leads
- Serve as the client and engagement lead from initial prospect conversations through scoping, closing, and final delivery
- Own the valuation engagements you win and serve as the senior signing valuer
- Direct and oversee analysts completing the underlying valuation models, analysis, and reports
- Review work for technical accuracy, quality, and defensibility
- Manage the client relationship throughout each engagement
- Sign and stand behind the final valuation opinions delivered
- Collaborate with the partners on engagement strategy, business development, and growth opportunities
- Represent the firm with existing clients and develop new professional relationships
- Participate in client meetings and industry events when an in-person presence supports business development
- Stay current on valuation standards and industry developments
- Help improve the firm’s sales processes, valuation workflows, and technology stack
Qualifications
- ABV accreditation preferred
- ASA, CVA, and CBA credentials also welcome
- Candidates without a current accreditation may be considered if their experience positions them to obtain the ABV and they are willing to do so; the firm will sponsor and pay for the process
- Deep, multi-year expertise in at least one of the following: Fairness opinions, ESOP valuations, Litigation-focused valuations, SPAC and De-SPAC valuations, or Purchase price allocations
- Experience with conventional valuation purposes, including tax, financial reporting and compliance, transactions, and strategic or exit planning
- Strong experience with complex capitalization structures and cap tables
- Technical expertise, professional judgment, and credentials to independently lead, review, defend, and sign complex valuation engagements
- Strong client-facing communication and relationship-development skills
- Genuine interest in business development and growing a book of business
- Existing book of business and relationships, or a clear and documented plan for building one
- Strong comfort with technology, including Google Workspace, IT platforms, AI, and LLM tools
- Ability to work effectively in a fully remote, entrepreneurial environment
- Permanent authorization to work in the United States without sponsorship
Compensation
- Guaranteed base salary determined by experience and the value you bring
- Uncapped, formula-driven bonus tied to the net revenue you generate
- Bonus eligibility begins once production covers your fully loaded base cost to the firm
- Bonus rates increase as your book grows
- Self-sourced engagements earn a higher rate than firm-provided opportunities
- Objective compensation formula rather than a subjective bonus determination
- Specific base salary, production threshold, and bonus rates modeled with each candidate during the interview process
Advysor is not just a compliance-focused accounting firm. Instead, we position ourselves as strategic, tech-forward advisors helping business owners at various stages of growth and optimization. We support startups, small & mid-sized companies with our wide array of quality, white-glove services - bookkeeping/accounting, tax, CFO/finance, payroll processing, M&A, HR consulting, recruitment & benefits advisory - all under one roof.
With a strong foundation in accurate & timely compliance work, we’re able to provide additional consulting & advisory services that go beyond reviews and prior-month analyses. We focus our efforts on forward-thinking, proactive measures to keep business owners feeling safe and well-informed when making decisions that will impact their business’ future goals, metrics, profitability, cashflow, etc.
Founded
2014
Company size
11-50 employees
Industry
Accounting
Org type
Privately Held
Headquarters
Dallas, Texas
Advysor is not just a compliance-focused accounting firm. Instead, we position ourselves as strategic, tech-forward advisors helping business owners at various stages of growth and optimization. We support startups, small & mid-sized companies with our wide array of quality, white-glove services - bookkeeping/accounting, tax, CFO/finance, payroll processing, M&A, HR consulting, recruitment & benefits advisory - all under one roof.
With a strong foundation in accurate & timely compliance work, we’re able to provide additional consulting & advisory services that go beyond reviews and prior-month analyses. We focus our efforts on forward-thinking, proactive measures to keep business owners feeling safe and well-informed when making decisions that will impact their business’ future goals, metrics, profitability, cashflow, etc.
Founded
2014
Company size
11-50 employees
Industry
Accounting
Org type
Privately Held
Headquarters
Dallas, Texas