Rodefer Moss Transaction Advisors is seeking a
Valuation Specialist with 7-10+ years of experience in business valuation, financial analysis, litigation support, and transaction-related advisory services. This individual will play a key role in serving clients on complex valuation engagements, supporting transaction advisory projects, and leveraging their established professional network to generate new business opportunities throughout the region.
This is an excellent opportunity for a growth-minded professional who enjoys combining technical expertise with client relationship development while working alongside an experienced team of transaction and advisory professionals.
Requirements
Business Development- Leverage and expand your existing network of attorneys, bankers, wealth advisors, business owners, and referral sources.
- Identify opportunities for valuation, litigation support, and transaction advisory services.
- Represent RMTA at networking events, industry associations, and client meetings.
- Work together with RMTA professionals to strengthen client relationships and support strategic growth initiatives.
- Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth transfer engagements.
Valuation Analysis Duties- Perform valuations of closely held businesses, family limited partnerships, and other assets for estate and gift tax purposes.
- Assist high-net-worth individuals, family offices, attorneys, and wealth advisors with succession, gifting, and estate planning strategies.
- Analyze discounts for lack of marketability, minority interests, and other valuation considerations commonly associated with estate and gift tax engagements.
- Prepare valuation reports and supporting documentation designed to withstand IRS scrutiny.
- Collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth transfer engagements.
- Provide support for estate and gift tax examinations, audits, and valuation-related inquiries.
Preferred Qualifications- Experience supporting litigation and expert witness engagements.
- Experience with mergers and acquisitions, transaction advisory, or quality of earnings engagements.
- Existing relationships with attorneys, bankers, wealth advisors, and privately held business owners in Tennessee and surrounding markets.
- Experience performing valuations for estate and gift tax reporting, wealth transfer planning, and succession planning.
- Demonstrated success in developing and maintaining referral relationships.
