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Role Description

In response to growing demand, our delivery team is now hiring an additional Transaction Advisory Associate to guide small and mid-sized business owners through the process of executing a sale to their employees.

• 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.
• Translate complex information regarding financial, legal, estate, and tax matters in terms that clients can understand.
• Collaborate with and project manage trust, estate, and corporate attorneys to ensure clients receive the best legal advice.
• Collaborate with clients’ accounting and tax professionals to ensure clients receive thorough and actionable guidance.
• Facilitate employee engagement meetings to help employees understand the impact of the employee ownership sale.
• Prepare clear, decision-oriented client deliverables that synthesize goals, risks, tradeoffs, recommendations, and key transaction and governance terms.
• Develop long-term, high-trust relationships with clients.
• Support the delivery team in integrating efficiencies and automation in the data collection, financial due diligence, valuation, and transaction structuring processes.
• Support our continuous learning culture by ensuring that learnings about our clients are captured and shared across the organization.

Qualifications

• Education in business, finance, entrepreneurship, public policy, sustainability, or a related program is a plus.
• 3+ years of experience in a client-facing advisory role navigating complex business, legal, and/or financial decisions.
• First-hand experience that provides a knowledgeable and compassionate understanding of the decisions a business owner will face when transitioning out of owning their company is a plus.
• Experience building scalable systems and processes in an early-stage, entrepreneurial environment is a plus.

Requirements

• Comfort with complex legal and tax information and distilling the implications for a range of audiences.
• Ability to review and understand company financial statements, valuation reports, business plans, and cash flow models.
• Ability to build authentic and trusted relationships with small business owners, senior leaders, and workers of various backgrounds across the U.S.
• Excellent organizational and project-management skills, with the ability to manage multiple stakeholders, timelines, and workstreams simultaneously.
• Strong verbal and written communication skills, including comfort with complex legal, corporate governance, and financial topics.
• Adaptability and willingness to work on a small team and take on a range of tasks necessary to deliver a high-quality product to clients.
• Comfort working in a fast-paced, remote environment.
• 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 AI.
• Passion for our mission to build a more prosperous and competitive economy through shared ownership.

Benefits

• Opportunity to shape the future of business ownership in the U.S.
• A values-driven culture that prioritizes integrity, inclusion, and long-term thinking.
• Compensation: $90,000 - $120,000 base salary, commensurate with experience; eligibility for a performance bonus, and an equity incentive plan (restricted stock units).
• Remote and flexible work schedule and environment.
• Monthly coworking stipend + one-time home office stipend.
• Health insurance: 99% medical and 50% vision/dental covered by employer.
• 401(k) retirement plan.
• Paid time off.
• Paid parental leave plan.