An organization's ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.


- Jack Welch

Daily Fundamentals in Action

  • M&A Assistance - Internship

    Practice resilience and a work environment that values personal autonomy above all else.

    Areas of Learning include:

    Consultative Selling: Helping others by putting your client's best interest first

    Lead Generation: How to foster new relationships in an industry

    Lead Conversion: Behaviors required to gain trust and understand client's exit strategies

    Deal Management: Learn the complicated business sales cycle from start to finish (business valuation, contract law, due diligence, escrow process, legal ownership transfer)

    Click the link below to utilize the Handshake student internship site: Job #8644366

  • M&A Developmental Team Member

    We are seeking a motivated independent contractor to drive outbound sales efforts for our M&A advisory services, focusing on generating and nurturing leads through direct outreach.

    Compensation is commission-based and paid upon the successful closing of deals, offering high earning potential for those with a strong sales acumen and network.

    You're encouraged to start the role while you are working toward obtaining your CA real estate license.

  • Strategic Partnerships

    Accountants - Attorneys - Business Consultants!

    Significantly enhance their value to clients by securing a strategic partnership with a proven M&A Advisor.

    This collaboration offers a seamless extension of services, enabling these professionals to provide comprehensive solutions that encompass not only legal, financial, and operational expertise but also strategic insights into mergers and acquisitions.

    By aligning with a seasoned M&A Advisor, they can tap into a wealth of industry knowledge, access lucrative deal opportunities, and ensure their clients benefit from expert guidance throughout the transaction process.

    Additionally, this partnership enhances their reputation, fosters long-term client relationships, and opens new revenue streams, making it a win-win for both their practice and their clients' success.

    Check to see if you're eligible for our industry leading 30% referral fee.