About the Role
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 welleven when that means slowing a deal down resetting expectations or advising against a transaction.
Who This Role Is For
This role is well-suited for professionals who:
- Have meaningful experience advising lending to operating or working closely with small businesses
- Are comfortable with financial statements valuation concepts and nuanced conversations
- Prefer clear standards and accountability over ambiguity
- Want autonomy with structure not freedom without responsibility
- Are ready to build a durable advisory practicenot try out brokerage
Prior business brokerage experience is helpful but not required.
Judgment maturity and accountability are required.
Who This Role Is Not For
This role is not a fit for individuals who:
- Are seeking part-time side-hustle or exploratory work
- Need constant direction motivation or lead-hand-offs
- Are uncomfortable being measured against clear weekly standards
- Prefer high-pressure closing tactics over advisory integrity
- Are primarily motivated by unlimited upside messaging
We are deliberate about fitfor the sake of our clients and our advisors.
Core Responsibilities
As a Business Brokerage Advisor you will:
- Build and manage relationships with small business owners
- Conduct structured seller meetings and readiness conversations
- Analyze financials and support valuation discussions
- Set and maintain pricing discipline aligned with market realities
- Manage listings and transactions through diligence and closing
- Communicate clearly with buyers sellers and professional partners
- Maintain accurate timely records in the firms CRM
You are expected to self-generate activity manage your pipeline independently and operate within firm standards.
Performance Standards and amp; Onboarding
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 confidencenot to create pressure or ambiguity.
Advisors who thrive here value knowing exactly what doing the job well looks like.
Compensation and amp; Structure
- This role is offered on a 1099 independent contractor basis
- Compensation is commission-based starting at a 50% split
- Earnings are tied directly to closed transactions
- Advisors are responsible for their own taxes and expenses
- No employee benefits are provided
This structure reflects the professional autonomous nature of the advisory role.
Support and amp; Resources
While advisors are accountable for outcomes they are supported with:
- Structured onboarding aligned to firm standards
- Access to firm systems templates and processes
- Weekly scorecard reviews and feedback
- Guidance on valuation pricing and deal structure
- A collaborative values-driven environment
You will always know where you stand and what success looks like.
Our Values
We believe:
- Small business owners deserve honest disciplined advice
- Long-term trust outweighs short-term gain
- Structure protects both clients and advisors
- Accountability is a form of respect
- our efforts in the market help to secure the future of small business and the American Dream
If these principles resonate with you we welcome the conversation.
Next Step
Qualified candidates will be asked to complete a short set of written screening questions before any live interview is scheduled.
Local Candidates Only:
- Frederick County
- Carrol County
- Owings Mills
- Columbia
- Montgomery County
- Washington County
- Howard County
About the RoleWe 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 judgme...
About the Role
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 welleven when that means slowing a deal down resetting expectations or advising against a transaction.
Who This Role Is For
This role is well-suited for professionals who:
- Have meaningful experience advising lending to operating or working closely with small businesses
- Are comfortable with financial statements valuation concepts and nuanced conversations
- Prefer clear standards and accountability over ambiguity
- Want autonomy with structure not freedom without responsibility
- Are ready to build a durable advisory practicenot try out brokerage
Prior business brokerage experience is helpful but not required.
Judgment maturity and accountability are required.
Who This Role Is Not For
This role is not a fit for individuals who:
- Are seeking part-time side-hustle or exploratory work
- Need constant direction motivation or lead-hand-offs
- Are uncomfortable being measured against clear weekly standards
- Prefer high-pressure closing tactics over advisory integrity
- Are primarily motivated by unlimited upside messaging
We are deliberate about fitfor the sake of our clients and our advisors.
Core Responsibilities
As a Business Brokerage Advisor you will:
- Build and manage relationships with small business owners
- Conduct structured seller meetings and readiness conversations
- Analyze financials and support valuation discussions
- Set and maintain pricing discipline aligned with market realities
- Manage listings and transactions through diligence and closing
- Communicate clearly with buyers sellers and professional partners
- Maintain accurate timely records in the firms CRM
You are expected to self-generate activity manage your pipeline independently and operate within firm standards.
Performance Standards and amp; Onboarding
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 confidencenot to create pressure or ambiguity.
Advisors who thrive here value knowing exactly what doing the job well looks like.
Compensation and amp; Structure
- This role is offered on a 1099 independent contractor basis
- Compensation is commission-based starting at a 50% split
- Earnings are tied directly to closed transactions
- Advisors are responsible for their own taxes and expenses
- No employee benefits are provided
This structure reflects the professional autonomous nature of the advisory role.
Support and amp; Resources
While advisors are accountable for outcomes they are supported with:
- Structured onboarding aligned to firm standards
- Access to firm systems templates and processes
- Weekly scorecard reviews and feedback
- Guidance on valuation pricing and deal structure
- A collaborative values-driven environment
You will always know where you stand and what success looks like.
Our Values
We believe:
- Small business owners deserve honest disciplined advice
- Long-term trust outweighs short-term gain
- Structure protects both clients and advisors
- Accountability is a form of respect
- our efforts in the market help to secure the future of small business and the American Dream
If these principles resonate with you we welcome the conversation.
Next Step
Qualified candidates will be asked to complete a short set of written screening questions before any live interview is scheduled.
Local Candidates Only:
- Frederick County
- Carrol County
- Owings Mills
- Columbia
- Montgomery County
- Washington County
- Howard County
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