Keystone continues to build its team of high-quality M&A advisors and business brokers to represent owners of privately held businesses based in Southern California. We provide our team members with excellent training and support them with subject matter technology, processes, administration, advertising, and marketing.
Position: M&A Advisor
Keystone Business Advisors has M&A Advisor (a.k.a. M&A broker, business broker or business intermediary) openings in Southern California. We look for self-motivated individuals who are smart, honest, and want to make a difference. They’ve owned a company or had P&L responsibility in a corporate setting. They have a business degree (MBA preferred) and strong financial acumen. Prior M&A brokerage experience is not required.
The skill set of a successful M&A Advisor includes selling, accounting, finance, research, marketing, Excel modeling, negotiation, mediating, writing, educating, coaching, problem solving and project management. M&A advisors prospect for clients, educate buyers and sellers, perform financial and valuation analyses, conduct research, write offering memorandums, make presentations, maintain detailed confidential records, recruit and screen buyers, build relationships, manage due diligence, and work in concert with accountants, attorneys and others on M&A transactions.
Keystone Business Advisors strives to have the best trained M&A advisors in the industry. Our advisors must work toward a professional M&A accreditation. California M&A advisors must have a Department of Real Estate (DRE) license. M&A brokers earn fees when they sell businesses, which takes 9 months on average. To become an M&A advisor you should have a year of personal financial reserves. Once you begin closing deals, your efforts will be well rewarded.
Email your expression of interest and resume to Dave Richards.