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 & 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, Subchapter C to Subchapter S conversions, equity compensation, valuation discount opinions, financial reporting, and other corporate, tax, and shareholder planning. He 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, private equity funds and hedge funds, law firms, accounting firms, and financial institutions.

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

Interviews and Media Mentions

  • News Release October 2016

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

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