Valuation Advisory Services Partner

Cherry Bekaert is seeking a dynamic and growth-oriented Partner to join our Valuation Services practice. With a current team of over 30 professionals, our valuation group is a critical component of the Firm’s advisory expansion. This leadership role is designed for a strategic thinker who can drive top-line growth, optimize practice profitability, and foster a culture of cross-functional collaboration.

The successful candidate will serve as a key architect in scaling the practice, leveraging the Firm’s extensive middle-market presence and Private Equity relationships to capture new market share.

Key Responsibilities

1. Strategic Growth & Business Development

• Lead the pursuit of high-value valuation engagements across financial reporting (ASC 805, 350, 718, 820), tax compliance, and transactional advisory.
• Develop and execute a robust go-to-market strategy to expand the Firm’s footprint in the middle-market and Alternative Investment sectors.
• Act as a brand ambassador, representing the Firm at industry conferences and in thought leadership publications.

2. Practice Leadership & Profitability

• Manage the financial performance of the valuation service line, focusing on utilization, realization rates, and margin improvement.
• Oversee the next generation of offshore development
• Modernize delivery models by integrating advanced technology and AI-driven workflows to enhance accuracy and efficiency in due diligence.
• Mentor and develop a high-performing team of 35+ professionals, ensuring a pipeline of future leadership.

3. Cross-Functional Collaboration

• Partner with leaders in M&A Advisory, Tax, and Audit to provide integrated solutions for clients throughout the investment lifecycle.
• Identify opportunities for "warm-lead" generation between service lines, ensuring Valuation is positioned as a value-add to existing client relationships.
• Collaborate with the Private Equity Industry group to support fund-level valuations and portfolio company assessments.

Qualifications & Competencies

• 15+ years of experience in valuation services, with at least 5 years at the Director or Partner level within a national accounting or boutique valuation firm.
• Deep expertise in complex security modeling, discounted cash flow (DCF), and guideline public company/transaction methods.
• CPA, ABV, ASA, or CFA charter holder required.
• Proven track record of originating $2M+ in annual professional fees.
• A collaborative, "one-firm" mindset with the ability to navigate a matrixed professional services environment.

What you can expect from us: •    Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities. •    Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success. •    Big firm resources and bench strength; small firm flexibility and openness to new ideas. •    Defined metrics and targets that eliminate ambiguity. •    Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July. •    Click here to learn more About Us

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ 

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. 

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. 

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at  https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.  

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