Jesse A. Ultz 是企业估值业务的联合负责人。他在估值、并购、诉讼和相关专家证词领域拥有 20 多年的经验。

Jesse 的估值咨询经验涵盖了广泛的行业,涉及各种不同的目的,包括公允和偿付能力意见、购买/出售建议、遗产税和赠与税、雇员持股计划、估值贴现意见以及其他的公司、税务和股东规划。Jesse 是 Stout 的公平和偿付能力意见委员会的成员,该委员会为 Stout 制定内部政策,并审查 Stout 的交易咨询和雇员持股计划 (ESOP) 咨询业务成员达成的意见草案。Jesse 还擅长诉讼背景下的估值;他的相关经验包括股东纠纷、交易纠纷、评估诉讼、ESOP 纠纷、欺诈性转让事宜、破产相关估值诉讼以及其他涉及复杂估值问题的诉讼。Jesse 的经验涵盖各种各样的客户群,从区域中间市场企业到数十亿美元的企业,不一而足。

选择出版物

  • 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

选择演示文稿和演讲

  • 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 网络研讨会

    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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访谈和媒体提及

  • News Release October 2016

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