Business Consultant
Core
Guide business owners in developing custom plans for business growth, transition planning, and exit strategies, combining business and personal financial planning.
Role type
Senior Business Consultant (Family Enterprise & Business Valuation)
Builds
Custom business transition and growth plans for business owners and families
Domain
Financial Services / Family Business Consulting
Required skills
Business valuation, transition planning, needs assessment, coaching, facilitation, client relationship management, business development
Preferred skills
Entrepreneurial mindset, thought leadership, content creation
Technologies
N/A
Responsibilities
Conduct needs assessments for business owners; Provide tailored advice on growth and exit strategies; Lead discussions on challenging personal or family dynamics; Collaborate with internal experts to optimize client value; Build relationships with business owners, wealth advisors, and bankers; Participate in business development and thought leadership
Seniority
Senior, hands-on IC
