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Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to:Â
- Nurture future leaders through a supportive, challenging, and enjoyable work environment
- Provide the highest quality professional services to our clientsÂ
- Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
- Work with clients and team members to accomplish their desired results
- Manage multiple business valuation engagements simultaneously from planning through final report delivery.
- Coordinate engagement timelines, staffing, and deliverables to ensure projects are completed efficiently and accurately.
- Serve as a primary point of contact for clients throughout valuation engagements.
- Lead and review business valuation engagements for purposes including transaction advisory, succession planning, shareholder matters, litigation support, and tax planning.
- Develop and review financial models using accepted valuation methodologies and analyze financial, operational, and market data.
- Evaluate company performance, industry trends, risk factors, and key value drivers to support valuation conclusions.
- Prepare and review valuation reports and supporting documentation. Â
- Present valuation findings and explain complex financial concepts in a clear and practical manner.
- Collaborate with attorneys, financial advisors, and internal professionals to support client objectives.
- Supervise, mentor, and develop junior valuation team members.
- Review staff work for accuracy, quality, and adherence to professional standards.
- Assist with training, process improvements, and the continued growth of the valuation practice.
- Support business development initiatives through networking, proposal participation, and relationship building.
- Identify opportunities to expand advisory services and strengthen client relationships.
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- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 5+ years of experience in business valuation, transaction advisory, corporate finance, public accounting, or a related field.
- Strong financial analysis, valuation modeling, research, and problem-solving skills.
- Excellent written and verbal communication abilities with strong attention to detail.
- Ability to manage multiple engagements and deadlines effectively.
- Professional valuation credential (ASA, ABV, CVA, CFA) or progress toward certification preferred.
- Experience leading engagements and supervising staff preferred.
- A client-focused professional with strong business acumen and sound judgment.
- A collaborative leader who enjoys mentoring and developing others.
- Strong analytical and strategic thinking skills combined with intellectual curiosity.
- Confidence working directly with business owners, attorneys, financial advisors, and other professional service providers. Â
- Commitment to delivering high-quality work and exceptional client service.
- Career growth opportunities
- Annual salary range: $80k - $95k (based on experience)
- Paid holidays and paid time off
- Full benefits including:
- 401k and profit-sharing plan
- Medical
- DentalÂ
- Vision
- HSA
- FSA
- Life Insurance
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