The candidate must have 7–10+ years of experience in business valuation, financial analysis, litigation support, and transaction-related advisory services.
The candidate must leverage and expand an existing network of attorneys, bankers, wealth advisors, business owners, and referral sources.
The candidate must identify opportunities for valuation, litigation support, and transaction advisory services.
The candidate must represent the organization at networking events, industry associations, and client meetings.
The candidate must work with firm professionals to strengthen client relationships and support strategic growth initiatives.
The candidate must collaborate with attorneys, trust officers, and financial advisors on estate planning and wealth transfer engagements.
The candidate must perform valuations of closely held businesses, family limited partnerships, and other assets for estate and gift tax purposes.
The candidate must assist high-net-worth individuals, family offices, attorneys, and wealth advisors with succession, gifting, and estate planning strategies.
The candidate must analyze discounts for lack of marketability, minority interests, and other valuation considerations associated with estate and gift tax engagements.
The candidate must prepare valuation reports and supporting documentation designed to withstand Internal Revenue Service scrutiny.
The candidate must provide support for estate and gift tax examinations, audits, and valuation-related inquiries.
Responsibilities
Leverage and expand an 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.
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.
Provide support for estate and gift tax examinations, audits, and valuation-related inquiries.
Desired 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.
Description
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.
"Why Join RMTA?"
At RMTA, you'll work alongside experienced transaction advisors helping clients maximize value and successfully navigate life's most significant business transactions. Our team provides comprehensive advisory services across the transaction lifecycle, from pre-market analysis and valuation through due diligence and closing support. This position offers the opportunity to work on sophisticated engagements, build meaningful client relationships, and contribute to the continued growth of our advisory services platform.