SBA Business Valuation Professional (Fractional / Project-Based)
At a glance
Mid-level Investment & Corporate Development role at Adaptive Teams. Austin · no salary stated · we estimate $100,300–$158,050 across the United States.
Adaptive Teams has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare and sign valuations for businesses being acquired through SBA 7(a) loans
- Set the valuation approach, assess the evidence, reach conclusions and sign off on final reports
- Review analysts’ valuation work, give feedback and answer lender questions through closing
- Check engagement and independence requirements, and deliver assignments in about five to ten business days
- Improve valuation templates, workpapers and quality checks with analysts and project managers
What you bring
- An active CVA, ASA-BV, ABV, CBA or BCA credential
- Substantial hands-on work valuing businesses for SBA 7(a) lending
- A strong grasp of lender engagement and independence rules for SBA valuations
- The ability to determine your own valuation approach and sign the completed reports
Who this fits
This suits an experienced valuation professional seeking flexible, project-based work rather than a full-time position. You’ll work remotely from the United States, with internal analyst and project-management support. At least five years of valuation experience, more than one hundred completed SBA valuations, and experience building valuation processes are preferred.
From the employer
Bring the valuation expertise. We’ll bring the deal flow and the support.
We’re expanding our transaction advisory capabilities to include SBA-compliant business valuations alongside Quality of Earnings work. We’re looking 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
Your Mission: Day to Day 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
Consistently deliver assignments within approximately 5–10 business days
Help strengthen valuation templates, workpapers, and quality-control processes
Collaborate with our internal analysts and project-management team
Your Toolbox: Skills to be Successful
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
Strongly preferred:
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
Your Perks: What's in it for you
Flexible, project-based engagement—hourly or per project
Consistent assignment opportunities without a full-time commitment
Internal analyst and project-management support
Opportunity to help shape and build a growing SBA valuation offering
Direct exposure to transaction and lending teams
A chance to improve the systems, templates, and processes behind the work—not just produce reports
Why Adaptive Teams?
At Adaptive Teams, we don’t just fill positions – we create pathways to success. Whether you’re a seasoned pro or just starting out, we’re here to help you grow, innovate, and make an impact. If you’re looking for exciting opportunities and, a team that’s as passionate as you are, this is the place to be.
What to Expect from Our Application Process?
Once you apply, you’ll receive an email guiding you through the next steps, including an assessment tailored to the role. Be sure to check your inbox (and your spam folder, just in case) for further instructions.
We understand your time is valuable, so we strive to keep the assessment process under 45 minutes whenever possible, though some roles may require a slightly longer time investment.
Once selected, you’ll have the chance to schedule your first interview with our team. We aim to make the process as smooth and transparent as possible, so you’ll always know where you stand.
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