Senior Financial Analyst
Current- Utilize the income, market, and asset approach methods for valuation of privately held businesses.- Perform approx. 100 business valuation analyses annually for the following purposes: ESOP transactions & annual plan administration, gifting, estates, mergers & acquisitions, buy/sell agreements, management planning, financial reporting, SBA loans, and purchase price allocations. - Gather, synthesize, analyze and document company background, financial, guideline company, economic and industry information pertinent to arriving at the value of businesses.- Consult with clients regarding project timelines, information requests, valuation methodology, and valuation conclusions.