Why This Role Is Critical

At Transitions Elite, our mission is to redefine business sale advisory services — not just for large veterinary practices but across the full spectrum of practice sizes and verticals. While our lead advisor exclusively handles $2M+ revenue practices, we are inundated with demand from smaller practice owners looking to exit.

The Sell Side Advisor will lead this critical segment — converting overlooked leads into signed deals, generating buyer demand, and delivering high satisfaction for smaller practice clients. This is not just an executional role — it’s a core growth lever for the company.

This position will work closely with leadership and support teams to drive deals to completion, deliver consistent value, and uphold our brand’s reputation in the marketplace.

Attraction to Candidate

This is a high-impact, high-responsibility opportunity for someone who thrives on ownership, independence, and delivering results. You’ll be the go-to advisor for smaller practice transactions — managing both client relationships and buyer demand generation.

With access to a dedicated assistant, internal support, and a well-structured referral and playbook system, you’ll have the tools to scale your success. For the right candidate, this role is a clear runway to leadership within Transitions Elite.

Future Picture: Where You’ll Be in 3 Years

In three years, the Sell Side Advisor will be an integral contributor to a high-performing advisory team that spans multiple verticals. As we expand into five niche healthcare markets, this role will play a key part in achieving the team unit vision:

Vertical Expansion: Sell Side Advisors will be active in all five segments (e.g., Dentistry, Optometry, Dermatology, Gastroenterology, Veterinary), with at least one advisor leading deal flow per vertical.
Specialization: You will be the go-to advisor for either veterinary or dental transactions, owning that niche and mastering buyer and seller dynamics.
Collaboration: You’ll work closely with our lead advisor on larger deals within your vertical, while independently closing smaller transactions.
Deal Leadership: Consistently achieve a qualified prospect to signed client conversion rate of 15–20%, contributing to team-wide contract goals across multiple verticals. Maintain high buyer demand for each listing with multiple offers generated.
Referral and Reputation Growth: Your high service standard and follow-through will result in a consistent referral flow from past clients.
System and Playbook Execution: You’ll drive deal processes through the CRM and execute the outreach playbook with >90% consistency, contributing to team-wide best practices.

By 2027, your role will not only support but help shape the company’s success across verticals through consistency, reliability, and results.

Initial Projects

Active Deal Execution: Take over and convert smaller practice leads into signed contracts with 20%+ conversion from qualified appointments.
Demand Generation: Execute proactive outreach around each practice to generate at least 3 qualified buyer offers.
Referral Engine: Follow the referral playbook to secure an average of 2 referrals per successful transaction.
CRM Playbook Execution: Use and update CRM to reflect 90%+ adherence to outreach and follow-up cadences.
Segment Mastery: Build expertise in at least one vertical (e.g., dental, veterinary) and partner with Lead Advisor on large transactions in that space.

Core Values

RELENTLESS: We move heaven and earth to get things done, pushing through obstacles to deliver results that drive Transitions Elite forward.
BOLDLY INNOVATE: We embrace a growth mindset, constantly experimenting to uncover smarter, faster, and better ways to scale and succeed.
POSITIVE RELATIONSHIPS: We build open, honest, and positive connections with our team, clients, and partners, creating trust as the bedrock of our growth.
GO BIG: We stretch ourselves to tackle bigger challenges and hit loftier targets, aiming to make a massive, positive impact on our team, clients, and the veterinary world.
HIGH STANDARDS: We set the bar high and consistently exceed expectations, delivering excellence in every deal, process, and interaction.

Specific Tactical Abilities

Sell and negotiate main street business deals with confidence and clarity
Analyze financials and calculate appropriate add-backs
Communicate trust and professionalism without “commission breath”
Convert leads to signed clients through follow-up, urgency, and persuasion
Drive deal momentum with availability and responsiveness
Execute CRM playbook activities consistently
Work cross-functionally with assistants and deal support
Operate independently in a fast-paced remote environment (PST time zone preferred)

Qualifications

Proven success in main street business brokerage or M&A for small businesses
Strong financial acumen with deal structuring experience
Highly organized and systems-oriented
Comfortable driving deals from lead to close without hand-holding
Based in the Pacific Time Zone
Charismatic and credible with both buyers and sellers