Sales Executive; Business M&A Advisor

We're partnering with a fast‑growing, venture‑backed company that helps small business owners buy and sell their businesses using experienced M&A advisors, proprietary technology, and an innovative advisory process.

Base Salary: $100,000 to $130,000, potentially negotiable for the right candidate. On Target Earnings: $200,000 to $260,000+, uncapped.

As a Sales Executive (Business M&A Advisor), you will serve as a trusted advisor to business owners considering the sale of their companies. You will educate entrepreneurs on the selling process, understand their business and personal goals, and have the opportunity to become their exclusive M&A advisor. Once a client engages the firm, a dedicated transaction team manages the sale through closing, allowing you to focus on building relationships and winning new business.

• Conduct consultative meetings with business owners interested in selling their companies.
• Learn each owner's business objectives, personal goals, and exit plans through thoughtful discovery.
• Educate clients on the business sale process, valuation fundamentals, transaction timelines, and the firm's advisory approach.
• Explain financial concepts, including EBITDA and Seller's Discretionary Earnings (SDE), in a clear and relatable way.
• Leverage proprietary technology and AI‑powered tools to create customized analyses and client presentations.
• Build trusted advisor relationships and confidently earn exclusive client engagements.
• Gather financial and operational information needed to prepare businesses for market.
• Partner closely with the transaction team to ensure a seamless transition once an engagement is signed.
• Build relationships with lenders, attorneys, accountants, wealth advisors, and other referral partners.
• Manage a healthy pipeline of qualified opportunities while prospecting when appropriate.

• 3+ years of professional experience.
• At least 2 years of successful consultative, client‑facing sales experience.
• Demonstrated success closing complex, relationship‑driven sales.
• Experience selling to business owners, founders, or senior executives is highly preferred.
• Experience in financial services, wealth management, commercial banking, SBA lending, business consulting, commercial real estate, insurance, private wealth, payroll, PEO, business brokerage, or similar advisory‑based sales environments is highly preferred.
• Comfortable discussing financial statements, business performance, and valuation concepts.
• Strong executive presence, communication, and presentation skills.
• Highly organized, proactive, and self‑directed.
• Startup or high‑growth company experience is a plus.
• Experience using Hub Spot CRM.

• Naturally curious and eager to learn.
• Strong active listening skills.
• Excellent at discovery and asking thoughtful follow‑up questions.
• Consultative sellers who know how to close.
• Comfortable discussing financial and business concepts.
• Confident communicating with business owners and executives.
• Self‑directed and comfortable working in a fast‑paced, entrepreneurial environment.

• Experience in financial services, wealth management, commercial banking, SBA lending, business consulting, commercial real estate, insurance, private wealth, payroll, PEO, business brokerage, or similar advisory‑based sales environments is highly preferred.
• Experience using Hub Spot.