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

Career Opportunities

Position:  M&A Advisor

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

The skills of a successful California business intermediary (a.k.a. M&A broker, Business Broker, Investment Banker, or Deal Maker) include sales, accounting, finance, research, marketing, Excel modeling, negotiation, mediating, writing, educating, coaching, problem solving, computers, and project management. Intermediaries prospect for clients, educate buyers and sellers, perform financial and valuation analyses, conduct research, write offering memorandums, 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 M&A transaction closings. Successful intermediaries do it all.

Not scared off yet? M&A brokers earn fees when they sell businesses, which is a 9-month process on average. To enter this field, you must have a year of personal financial reserves. When you begin closing deals, your efforts should be well rewarded.

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

Position:  Business Valuation Analyst / Appraiser

Exit Strategies has openings for senior and entry level business valuation professionals in Northern California. 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 analysts also need to be well organized and outgoing. We require our valuation analysts to hold or obtain a professional business valuation accreditation (ABV, ASA or CVA ). M&A brokerage professionals looking to add valuation services to their repertoire are encouraged to apply.

Position:  Intern Analyst

Exit Strategies has an internship program for university business students looking for real-world business experience in the business sale, merger and acquisition process.
Job Description:  Support our senior M&A advisors on actual business sale, merger, acquisition and valuation assignments, and implement company marketing initiatives.
  • Conduct market and industry research supporting M&A projects
  • Perform individual company research, financial analysis and modeling
  • Research potential buyers and conduct outreach for current and future M&A brokerage engagements
  • Create, manage and update company and engagement databases and marketing materials
  • Coordinate company marketing initiatives
Qualifications:  A and B students pursuing an undergraduate or graduate business degree. Must have a firm grasp on financial statements and have strong computer skills overall. Advanced Excel skills a plus. Have to be reliable  mature, hard-working and able to think ahead.
Commitment: 6 months or more; 15-25 hours per week
Location: Petaluma, California

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