SBA Business Valuation Professional (Fractional / Project-Based)

Overview

The organization is expanding its transaction advisory capabilities to include SBA-compliant business valuations alongside Quality of Earnings work. This role is for an experienced valuation professional who can own the valuation process, work directly with SBA lenders, and deliver lender-ready reports without stepping into a full-time role.

Location: US Based — Fully Remote

Responsibilities

• Prepare and sign business valuations supporting SBA 7(a) acquisition loans
• Own valuation methodology, analysis, conclusions, and report quality
• Review analyst-prepared work and provide clear direction and feedback
• Communicate directly with SBA lenders and lending teams
• Answer lender questions and support the valuation through closing
• Ensure work reflects applicable SOP 50 10 engagement and independence requirements
• Deliver assignments within approximately 5–10 business days
• Strengthen valuation templates, workpapers, and quality-control processes
• Collaborate with internal analysts and the project-management team

Requirements

• Active CVA, ASA-BV, ABV, CBA, or BCA credential
• Significant hands-on experience with SBA 7(a) business valuations
• Strong understanding of SBA lender engagement and independence requirements
• Ability to independently own methodology and sign final reports
• Excellent written and verbal communication with lenders
• Ability to provide redacted sample valuation reports
• References from SBA lenders or lending teams

Preferred Qualifications

• 5+ years of business valuation experience
• 100+ completed SBA valuations
• Experience building valuation templates, workpapers, or QC processes
• Comfortable working with an analyst-supported delivery model

Compensation & Benefits

• Flexible, project-based engagement—hourly or per project
• Consistent assignment opportunities without a full-time commitment
• Internal analyst and project-management support

Application Process

• After applying, you will receive guidance on next steps, including an assessment tailored to the role.
• The assessment is designed to be under 45 minutes whenever possible (some roles may require slightly longer).
• If selected, you will be able to schedule your first interview with the team.