Jesse Ultz is a Managing Director in the Valuation Advisory group. He has extensive experience in the field of valuation, litigation and related expert testimony, and mergers and acquisitions.

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 (ESOP), valuation discount opinions, and other corporate, tax, and shareholder planning. Jesse sits on Stout’s Fairness Opinion Committee, which sets internal policy for Stout and also reviews the draft opinions that are reached by members of Stout’s Transaction and ESOP Advisory practices. Jesse also specializes in valuation in a litigation setting; his related experience includes shareholder disputes, fraudulent conveyance matters, transaction disputes, 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.

Select Publications

  • Association of Insolvency & Restructuring Advisors Journal

    Valuation: The Cornerstone of the Bankruptcy Process
  • Transaction Advisors November 2017

    Delaware Decision Provides Blueprint for Running a Managed Sales Process
  • Valuation Strategies October 2014

    Heed Guidance From Delaware on Appropriate Rate of Return
  • Valuation Strategies April 2012

    Valuation’s Crucial Role in the Bankruptcy Process

Select Presentations and Speeches

  • Michigan Chapter of the Commercial Finance Association March 2016

    Business Valuation
  • Business Essentials for Lawyers April 2015

    Michigan State University College of Law
  • Financial Poise Webinar June 2014

    Valuation in the Context of Bankruptcy
  • Bankruptcy Issues in Valuation June 2012

    MACPA Litigation & Business Valuation Conference
  • Business Valuation Issues in Accounting April 2012

    Michigan State University Master of Accountancy Program
  • Business Valuation Resources Webinar March 2012 Webinar

    Business Valuation Issues in Bankruptcy
  • MACPA Specialized Business Valuation Workshop October 2010

    Manufacturing – For Whom and at What Value
  • MACPA Litigation & Business Valuation Conference June 2010

    Advanced Market Approaches to Valuation
  • MACPA Winter CPE Mega Conference for Industry February 2010

    Using Financial Statements to Drive Better Business Decisions
  • Walsh College Master of Accountancy Program August 2008

    Business Valuation Issues in Bankruptcy
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Interviews and Media Mentions

  • News Release October 2016

    Stout Expert Testimony Validates Fairness of Stock Valuation in $100MM ESOP Dispute

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