Royal Oak,
Michigan
Jesse A. Ultz is managing director at the firm and co-leader of its business valuation practice. Mr. Ultz has over 20 years of experience in the fields of valuation, mergers and acquisitions, and litigation and related expert testimony. His 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. Mr. Ultz 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. He works with a diverse client base, from regional middle-market businesses to multibillion-dollar enterprises. Mr. Ultz has a BA in finance from Michigan State University and is a Chartered Financial Analyst (CFA) and Accredited Senior Appraiser. He is a member of the American Society of Appraisers, the CFA Institute, the CFA Society of Detroit, the ESOP Association, the American Bankruptcy Institute, and the Financial and Estate Planning Council of Metropolitan Detroit.
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