Transaction Advisory Manager

Position Summary

In response to growing demand, our advisory team is now hiring a Transaction Advisory Manager to guide small and mid-sized business owners through the sale of their businesses to their employees.

Key Responsibilities

• Guide business owners through the process to sell their business to their employees, including analyzing the opportunities and risks associated with the sale, evaluating the sale proceeds, estate impact, tax outcomes, decision-making and governance, long-term company stability, and employee benefits alongside the client’s corporate counsel where relevant.
• Develop and maintain financial models to evaluate transaction structures, operating forecasts, financing alternatives, cash flow generation, debt repayment capacity, and scenario analyses that support client decision-making and long-term ownership transition planning.
• Translate complex information regarding financial, legal, estate, and tax matters in terms that clients can understand so they can make values-aligned decisions.
• Collaborate with and project manage trust, estate, and corporate attorneys to ensure clients receive the best legal advice and their goals are integrated into the legal documentation for the transaction.
• Collaborate with clients’ accounting and tax professionals to ensure clients receive thorough and actionable guidance with respect to the employee ownership sale and post-sale tax outcomes.
• Facilitate employee engagement meetings to help employees understand the impact of the employee ownership sale.
• Prepare clear, decision-oriented client deliverables, including financial models, scenario analyses, and recommendations that synthesize goals, risks, tradeoffs, and key transaction and governance terms.
• Build long-term, trusted client relationships.
• Contribute to our company culture of continuous learning by ensuring that learnings about our clients are captured and shared across the organization, and with company support, pursue your own individual learning and development in your role.

Education and Experience

• Education in business, finance, entrepreneurship, public policy, sustainability, or a related program is a plus, however we place equal value on relevant work experience that demonstrates the skills and character traits needed to be successful in this role.
• 3+ years of experience in a client-facing advisory role navigating complex business, legal, and/or financial decisions; such as in any of the following: corporate finance, corporate development, valuation, wealth management, financial services, management consulting, or paralegal with a particular focus on corporate governance, mergers and acquisitions for small and mid-sized businesses, and/or trust and estate law.
• Experience developing multi-year operating forecasts, cash flow projections, financing models, or transaction analyses for privately held businesses is a plus.
• First-hand experience (either personal or professional) that provides a knowledgeable and compassionate understanding of the decisions a business owner will face when they are ready to transition out of owning their company is a plus.
• Experience building scalable systems and processes in an early-stage, entrepreneurial environment is a plus.

Skills and Character Traits

• Strong attention to detail when dealing with complex legal and tax information and comfort with distilling the implications of such information for a range of audiences.
• Advanced financial modeling skills, including the ability to build and modify integrated operating, cash flow, financing, and scenario models to evaluate transaction structures and long-term business performance.
• Advanced Excel skills, including experience building dynamic financial models.
• Ability to translate complex financial analyses into practical recommendations for business owners and other non-financial stakeholders.
• Strong organizational and project-management skills, with the ability to manage multiple stakeholders, timelines, and workstreams simultaneously.
• Excellent verbal and written communication skills, including comfort communicating complex legal, corporate governance, and financial topics to an audience that may not be familiar with technical financial or legal language.
• Adaptability and willingness to work on a small team and take on the range of tasks necessary to deliver a high-quality product to clients, solve hard problems, and take initiative in improving processes.
• Proactive communication style, including the ability to manage up and keep internal and external stakeholders aligned on progress, risks, and next steps.
• Interest in learning how to integrate new technologies into our workflows, including AIPassion for our mission to build a more prosperous and competitive economy through shared ownership.