Morgan & Westfield helps business owners sell their companies. Since 2008, we’ve closed hundreds of deals using a simple, four-step process. We are a small, fast team that hates office politics and loves getting things done. We approach everything through our core values of learning , simplicity , and openness .
You will work directly with our founder, Jacob Orosz. He has 25 years of experience, hosts a top M&A podcast, and has written six books on the subject. If you want to learn the mechanics of M&A from the best, this is the place to do it.
The Role
This is a 100% remote, full-time role (US Eastern Time). You will work directly with our Founder and sellers to move businesses from initial consultation to a successful closing.
Your time will be split into two main areas:
- 70% Client Success: You’ll talk to business owners, answer their questions, and keep the sale moving forward.
- 30% Process Improvement: You will help us improve our internal systems. If a process is slow or broken, you’ll help fix it.
What You Will Do Daily
- Communicate: You will be on the phone and in the inbox every day. You need to be the calm, organized voice that clients trust.
- Manage the Process: You’ll keep track of every document, deadline, and detail from the first meeting to the final signature.
- Write and Edit: You’ll take complex business data and turn it into clear, catchy teasers and memorandums that make buyers want to invest.
- Read Financials: You will look at financial statements, figure out what the numbers mean, and explain them simply.
Your Qualifications
- A Proven Track Record: 3–4 years of experience in business, finance, or professional services.
- Great Writing: You can write a professional email or a 30-page report that is easy to read and free of errors.
- Tech-Savvy: You know your way around Google Workspace and love using tech to stay organized.
- Problem Solver: You don’t wait to be told what to do. If you see a way to make a template better, you do it.
Why Work With Us?
- Unrivaled Access: Work directly with a top-tier M&A expert in a supportive, growth-oriented environment.
- Stability: We are debt-free, privately owned, and built for the long term.
- Ownership: No micromanagement. We value your autonomy and your ideas for improvement.
- Tiered Earnings: Competitive base + Monthly Performance Bonus + Closing Bonus.
- Investment in You: 10% of your paid time is dedicated strictly to learning.
- Benefits: Retirement plan, healthcare reimbursement, and an annual attendance bonus.
- Culture: Click this link to listen to a brief discussion with Jacob Orosz about the role and our culture.