Join our team of exceptional business valuation and M&A brokerage professionals.

Career Opportunities

Exit Strategies has openings in California for motivated individuals who …
  • Are smart, honest, motivated and entrepreneurial
  • Have strong business and financial acumen
  • Have a degree in business or finance (MBA preferred)
  • Have owned a company or had P&L responsibility in a corporate setting
  • Want to make a difference in the lives of business owners

Position:  M&A Advisor

The skills of a business intermediary (a.k.a. M&A broker, Business Broker, Investment Banker, or Deal Maker) include selling, accounting, finance, industry research, marketing, Excel modeling, negotiating, writing, educating, coaching, mediating, creative problem solving, and project management. Intermediaries prospect for clients, educate buyers and sellers, perform financial and value analyses, conduct research, write business profiles, make presentations, maintain detailed confidential records, recruit and screen buyers, build relationships, manage due diligence, and work in concert with accountants, attorneys and others to achieve transaction closings. A successful intermediary does it all, every day.

To enter this field, you need a year of financial reserves. Intermediaries earn fees when they sell businesses, a 9-month process on average. When you begin closing deals, your efforts should be well rewarded.

Exit Strategies requires that you maintain a California BRE salesperson license and obtain at least one professional accreditation. Valuation professionals looking to add M&A advisory services are encouraged to apply.

Position:  Business Appraiser

Exit Strategies has openings in California for senior and entry level business valuation professionals. Candidates will have strong analytical abilities and quantitative skills, excellent understanding of financial statements and analysis, an understanding of fundamental financial valuation theory, strong knowledge of Excel modeling, and solid writing skills. Valuation and/or transaction advisory services experience is a plus. Exit Strategies valuation analysts have to be well organized and outgoing.
Exit Strategies requires you to hold or earn a professional business valuation accreditation (ABV, ASA, CVA or CBA). M&A brokerage professionals looking to add valuation services to their repertoire are encouraged to apply.

Position:  Intern

Exit Strategies has an internship program for college students looking for real-world experience working alongside seasoned M&A advisors.
Job Description:  Support our advisors on M&A and valuation engagements and company marketing initiatives. In particular, you would be expected to:
  • Conduct market and industry research supporting M&A sales efforts
  • Perform individual company research, financial analysis and modeling
  • Research potential buyers for current and future M&A brokerage engagements, including calls to industry participants
  • Create, manage and update company and engagement marketing materials and presentations
  • Coordinate company marketing initiatives
Qualifications:  High-achieving students pursuing an undergraduate or graduate business degree. Previous work experience in B2B marketing, investment banking or finance a plus. Candidates must understand financial statements and Excel modeling, and have strong writing and verbal communication skills, maturity and ability to interface with clients and prospects.
Commitment: Minimum 3 months (6+ preferred); 15-25 hours per week
Location: Petaluma, California
Compensation: Modest hourly wage

To be considered for any of the above positions, submit your resume.

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