Jesse Ultz

Jesse A. Ultz is the co-leader of the Business Valuation practice. He has over 20 years of experience in the fields of valuation, mergers & acquisitions, and litigation and related expert testimony.

Jesse's valuation advisory experience encompasses a broad range of industries and has been performed for numerous purposes including fairness and solvency opinions, purchase and sale advisement, estate and gift taxation, Employee Stock Ownership Plans, valuation discount opinions, and other corporate, tax, and shareholder planning. Jesse sits on Stout's Fairness and Solvency Opinion Committee, which sets internal policy for Stout and also reviews the draft opinions that are reached by members of Stout's Transaction Advisory and ESOP Advisory practices. Jesse also specializes in valuation in a litigation setting; his related experience includes shareholder disputes, transaction disputes, appraisal actions, ESOP disputes, fraudulent conveyance matters, bankruptcy-related valuation litigation, and other litigation involving complex valuation issues. Jesse’s experience spans a diverse client base, from regional middle-market businesses to multi-billion-dollar enterprises.