Business Broker/M&A Advisor

Zeal Business Brokers; California; Remote; USD 90,000 - 140,000; Full time

Job summary

Zeal Business Brokers is seeking a remote Business Broker/M&A Advisor to source and qualify buyers and sellers, perform initial valuations, and prepare professional marketing packages and confidential information memoranda. You will manage deal pipelines, coordinate communications, and support negotiations to guide clients through each step of the transaction process.

You will analyze financial data, assess market opportunities, and collaborate with legal, tax, and immigration professionals as

Qualifications

• Client relationships and communication skills to build trust with business owners, investors, and international clients.
• Financial analysis and valuation skills to review financial statements and support pricing.
• Negotiation and deal management skills to coordinate offers and due diligence.
• Market research and strategic thinking to identify trends and opportunities.
• Digital fluency using CRM systems, online platforms, and AI-enabled tools.
• Strong organizational skills and attention to detail to manage multiple deals.
• Experience in business brokerage, M&A advisory, or related fields is beneficial.
• Understanding of basic legal and tax concepts related to business sales is an advantage.
• Bachelor’s degree in business, finance, economics, or related discipline is preferred.
• Ability to work independently in a remote environment with integrity and professionalism.

Responsibilities

• Source and qualify prospective buyers and sellers, conduct initial valuations, and prepare marketing packages and CIMs.
• Manage deal pipelines and coordinate communications between parties.
• Support negotiations and guide clients through the transaction process.
• Analyze financial information and assess market opportunities.
• Collaborate with legal, tax, and immigration professionals as needed.
• Use digital tools and online platforms to promote engagements and maintain records.
• Ensure timely and compliant deal execution.

Skills

Client relationships

Financial analysis

Negotiation

Market research

Digital platforms

CRM familiarity

Attention to detail

Independence in remote work

Cross-border transactions

Education

Bachelor's degree in business/finance/economics

Tools

CRM systems

Online marketing platforms

AI-enabled tools

Financial modeling software

Job description

Company Description

Zeal Business Brokers supports entrepreneurs, investors, and business owners in growing, selling, and maximizing the value of their businesses across U.S. and international markets. The firm provides comprehensive services that include business sales and acquisitions, growth strategies, capital gains preservation, and immigration through business acquisition in partnership with specialized attorneys. Zeal Business Brokers uses cutting-edge AI tools, advanced analytics, and strong digital marketing to streamline deal processes and effectively market businesses. With a global network and local market expertise, the team offers confidential, professional, and results-focused service to clients at every stage of their entrepreneurial journey.

Role Description

This is a remote, contract role for a Business Broker/M&A Advisor. The individual in this role will source and qualify prospective buyers and sellers, conduct initial business valuations, and prepare professional marketing packages and confidential information memoranda. Daily activities include managing deal pipelines, coordinating communications between parties, supporting negotiations, and guiding clients through each step of the transaction process. The Business Broker/M&A Advisor will analyze financial information, assess market opportunities, and collaborate with legal, tax, and immigration professionals as needed. The role also involves using digital tools and online platforms to promote engagements, maintain accurate records, and ensure timely and compliant deal execution.

Qualifications

• Client relationship and communication skills to build trust, conduct discovery meetings, and provide clear guidance to business owners, investors, and international clients.
• Financial analysis and valuation skills to review financial statements, assess business performance, and support pricing and deal structuring decisions.
• Negotiation and deal management skills to coordinate offers, manage due diligence, and help both parties reach mutually beneficial agreements.
• Market research and strategic thinking skills to identify trends, evaluate industry conditions, and support business growth and exit strategies.
• Digital fluency, including use of CRM systems, online marketing platforms, and AI-enabled tools to manage pipelines and promote listings.
• Strong organizational skills and attention to detail to handle multiple transactions, maintain confidentiality, and meet deadlines.
• Prior experience in business brokerage, M&A advisory, investment banking, commercial real estate, or related fields is highly beneficial.
• Understanding of basic legal and tax concepts related to business sales, capital gains, and cross-border transactions is an advantage.
• Bachelor's degree in business, finance, economics, or a related discipline is preferred; relevant professional certifications are a plus.
• Ability to work independently in a remote environment, demonstrate integrity, and maintain a professional, results-oriented mindset.