The Valuation Coach-Analyst role in the Advisor Legacy department is responsible for working directly with the Advisor Legacy team to support the work of the department. Analytical processing and thinking are important in this role as the Valuation Coach-Analyst is responsible for data collection, use of our proprietary valuation tool, and participating in the delivery and presentation of the valuation to our clients. The Valuation Coach-Analyst will spend his or her day interacting with financial advisors to assist in the valuation process, as well as internal members of the department.

*This role can be performed remotely or in our Troy, Michigan office. *

Collect valuation data (40% of time)

• Verify that data is complete and correct
• Follow up with client for any gaps in data
• Analyze expense statement (Tax return or P&L statement)
• Compare expenses to valuation data provided
• Recast expenses to arrive at “operating expenses” only
• Follow up with client for any gaps in expense data
• Review practice reports provided
• Compare reports to data entered in questionnaire
• Follow up with client for any gaps in reports

Enter data in valuation tool (20% of time)

• Enter data in tool
• Enter analyst driven metrics
• Review results (save valuation and set aside for one day)
• Review results a second time and make any final adjustments
• Deliver valuation to client

Review valuation deliverable with client (40% of time)

• Review deliverable with client and answer questions
• Discuss industry trends in valuation and best practices around succession
• Provide coaching on areas of practice related to valuation
• Make recommendations on follow up services and next steps
• Provide valuation deliverable to Relationship Manager with recommended follow up
• Complete any follow up steps with the client

Required skills & experience:

• Highly analytical with extreme attention to detail
• Able to manage a high volume of work and maintain consistent quality
• Pride in quality of work
• Knowledge of financial planning/wealth management practices
• Strong communications skills, both written and verbal
• Ability to communicate with clients at the C-level
• Strong coaching and consulting skills and experience