We are seeking a Business Brokerage Advisor to join a small, principled advisory practice serving owner-operators through business sales, succession planning, and ownership transitions.
This is not a traditional sales role. It is an advisory producer seat for professionals who value judgment, structure, accountability, and long-term trust over shortcuts or volume tactics.
Our clients are small business owners facing complex, high-stakes decisions. We exist to serve them well—even when that means slowing a deal down, resetting expectations, or advising against a transaction.
This role is well-suited for professionals who:
Prior business brokerage experience is helpful but not required .
Judgment, maturity, and accountability are required.
This role is not a fit for individuals who:
We are deliberate about fit—for the sake of our clients and our advisors.
As a Business Brokerage Advisor, you will:
You are expected to self-generate activity , manage your pipeline independently, and operate within firm standards.
We operate with explicit operating standards to protect clients and advisors alike.
New advisors enter through a structured onboarding and confirmation period , during which expectations, systems, and benchmarks are reviewed weekly. This process exists to ensure clarity, alignment, and mutual confidence—not to create pressure or ambiguity.
Advisors who thrive here value knowing exactly what “doing the job well” looks like.
This structure reflects the professional, autonomous nature of the advisory role.
While advisors are accountable for outcomes, they are supported with:
You will always know where you stand and what success looks like.
We believe:
If these principles resonate with you, we welcome the conversation.
Qualified candidates will be asked to complete a short set of written screening questions before any live interview is scheduled.
Local Candidates Only:
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