M&A Consultant for Small Businesses
hace 3 días
At Sagan, we're seeking a skilled M&A consultant to support small business owners and investors in their buy/sell transactions. As a key member of our team, you'll be responsible for conducting thorough appraisals and valuations, providing clients with actionable insights to inform their decisions.
About the CompanyWe represent a company that exists to protect clients making significant financial decisions. Our mission is to empower entrepreneurs and investors with accurate appraisals and guidance, saving them from costly mistakes.
This role involves working closely with clients to understand their needs, leveraging proprietary tools and third-party software to analyze data, and delivering clear, concise reports using Microsoft Word and Excel. Strong communication and interpersonal skills are essential, as you'll be interacting with clients via Zoom to discuss findings and recommendations.
Key Responsibilities:- Conduct machinery and equipment appraisals using data and photos provided by field agents.
- Perform business valuations for entrepreneurs, buyers, and other stakeholders.
- Meet with clients to discuss reports, findings, and recommendations.
- Prepare and deliver professional reports using Microsoft Word and Excel.
- Use ALPS internal tools and external modeling software to perform analyses.
- Proficiency in Microsoft Excel, Word, Gmail, Google Calendar, Zoom, and CRM/project management tools like Nimble or Asana.
- Familiarity with financial statements and ability to interpret various formats of financial data.
- Strong communication and interpersonal skills.
- Ability to work independently and manage time effectively in a remote setting.
- A desire for continuous learning and professional growth.
$2,500 - $2,750 per month, depending on experience.
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