About the Role
This position involves advising business owners on exit strategies, facilitating ownership transitions, and delivering tailored coaching to optimize business value and readiness for sale or succession.
Responsibilities
- Guide clients through comprehensive exit planning processes
- Assess business readiness for transition or sale
- Develop customized strategies to enhance business value
- Conduct financial and operational evaluations of client companies
- Support owners in identifying and preparing for succession options
- Facilitate discussions around long-term business goals and objectives
- Provide coaching on leadership transition and organizational structure
- Assist in documentation and preparation for due diligence
- Collaborate with legal and financial advisors during transaction phases
- Educate clients on market conditions and timing considerations
- Maintain client confidentiality throughout advisory engagements
- Track progress against exit milestones and performance indicators
- Deliver presentations on exit readiness to stakeholders
- Identify potential buyers or successor candidates
- Advise on tax-efficient exit structures
- Monitor changes in regulatory or industry-specific factors affecting exits
- Support emotional and psychological aspects of business transition
- Coordinate with external professionals including accountants and attorneys
- Develop client onboarding and engagement workflows
- Ensure compliance with professional advisory standards
- Gather and analyze historical business performance data
- Create transition timelines aligned with client goals
- Evaluate risks associated with different exit paths
- Promote client accountability through structured check-ins
- Maintain up-to-date knowledge of M&A trends and valuation methods
Compensation
Competitive compensation based on experience and performance
Work Arrangement
On-site position located in Oregon
Team
Collaborative environment focused on business transition and strategic advisory services
Why Join Us
- Opportunity to work with established professionals navigating critical business transitions
- Supportive team environment with shared expertise in exit advisory
- Focus on meaningful client impact through structured, repeatable methodologies
- Professional growth through exposure to diverse industries and transaction types
- Commitment to ethical standards and client-centered service delivery
What We Look For
- Candidates who combine analytical rigor with strong interpersonal skills
- Professionals who value long-term client relationships over transactional interactions
- Individuals committed to integrity, discretion, and measurable results
- Advisors who thrive in self-directed roles with team support
- People who are passionate about helping business owners achieve clarity and confidence in exit planning
Not specified
