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Business Development Executive – Exit & Value Growth Advisory
Exit Factor. Source and develop relationships with business owners through networking, events, direct outreach, and referral partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building relationships with business owners and guiding them through Business Valuation and Growth Assessments. Proven ability to sell high-value, relationship-centric services while maintaining a strong presence in the Orange County business community.
Highest-signal resume keywords
Business ValuationGrowth AssessmentRelationship ManagementConsultative SellingM&A Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesBusiness BrokerageWealth ManagementCommercial BankingB2B Advisory
Soft Skills
Self-DirectedTrust BuildingCommunication
Certifications & Qualifications
CEPACFPCPA
Industry Keywords
Orange County Business CommunitySuccession PlanningLegacy Planning
About the role
Key responsibilities & impact- Source and develop relationships with business owners through networking, events, direct outreach, and referral partners
- Lead discovery conversations to uncover owners’ goals, risks, and timelines
- Close Business Valuation & Growth Assessments and coordinate delivery with the consulting team
- Stay connected to clients brought in as they move into consulting engagements
- Build trusted relationships with established business owners and guide them through Business Valuation & Growth Assessments
- Find suitable business owners, earn their trust, and provide their first clear look at what their business is worth
Requirements
What you’ll need- Must be located in Costa Mesa, CA, Huntington Beach, CA, or Fountain Valley, CA
- 5+ years selling high-value, relationship-centric services such as wealth management, M&A or business brokerage, commercial banking, insurance, B2B advisory, or similar
- Well connected and respected in the Orange County business community
- Comfortable discussing money, succession, and legacy with business owners
- Self-directed and consultative
- CEPA, CFP, CPA, or M&A experience is a plus
- Commission-based W-2 outside sales role; established independent advisory firms are also welcome to inquire
Benefits
Comp & perks- Uncapped earnings
- Flexible schedule
- Commission-based W-2 compensation
- Field-based outside sales role
- Established independent advisory firms are welcome to inquire