Managing Director - Business Valuation & Expert Services
About the Role:
LVI Associates are seeking a seasoned and strategic Managing Director to lead our clients Business Valuation and Expert Witness practice in Dallas. This is a senior leadership opportunity to drive growth, shape service delivery, and provide expert insights in high-stakes litigation and arbitration matters.
Key Responsibilities
- Lead and grow the valuation and expert witness practice across Texas and nationally.
- Provide expert testimony in litigation, arbitration, and regulatory proceedings, including deposition and trial appearances.
- Deliver independent valuations for shareholder disputes, M&A transactions, financial reporting, tax matters, and commercial litigation.
- Oversee complex financial analyses, damages quantification, and economic modeling.
- Develop and maintain relationships with law firms, corporate counsel, private equity firms, and regulatory bodies.
- Collaborate with attorneys and clients to prepare expert reports and rebuttals.
- Review and sign off on valuation reports, expert opinions, and litigation support deliverables.
- Mentor and manage a team of valuation professionals, analysts, and forensic accountants.
- Drive business development initiatives, including thought leadership, networking, and client engagement.
- Contribute to firm-wide strategic planning and cross-practice collaboration.
Qualifications:
- Minimum 15 years of experience in business valuation, forensic accounting, or litigation consulting.
- Proven track record of serving as an expert witness in commercial disputes, with courtroom and deposition experience.
- Proven track record of generating Revenue of $1million+.
- Professional certifications such as CPA, CFA, ASA, ABV, CFE, or equivalent.
- Deep technical expertise in valuation methodologies, financial modeling, and damages analysis.
- Strong understanding of legal processes, evidentiary standards, and litigation strategy.
- Exceptional written and verbal communication skills, including expert report writing and testimony delivery.
- Demonstrated leadership in managing teams and client relationships.
- Entrepreneurial mindset with a focus on growth, innovation, and excellence.
- Bachelor's degree in Finance, Accounting, Economics, or related field; advanced degree preferred.
FAQs
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