Director, Business Transitions
Core
Director leading the Business Transitions practice to serve business owners, founders, and executives navigating M&A transactions and major liquidity events.
Role type
Director, Business Transitions (M&A & Liquidity)
Builds
Integrated advisory layer for deal teams, ensuring tax and estate planning is integrated with deal execution.
Domain
Financial Services / Mergers & Acquisitions / Wealth Management
Deliverable
client delivery
Required skills
M&A transaction execution, deal structure analysis, after-tax proceeds modeling, stakeholder management (bankers, attorneys, accountants), business development, strategic handoff planning
Preferred skills
CFP, CFA, CPA, JD, MBA
Technologies
Financial modeling tools, tax planning software
Responsibilities
Pressure test deal structure and translate mechanics into planning decisions; model after-tax proceeds in real time as terms evolve; build and own a COI referral network of bankers, attorneys, and accountants; represent the practice externally at industry events; facilitate structured handoffs to long-term wealth management teams
Seniority
Director, hands-on IC with market development responsibilities
