Director, Business Succession Planning

What to expect when you join the Sikich family

Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!

Are you ready to grow with us?

Position Summary

Reporting to the CPA Consulting Services leader, the Director, Business Succession Planning will build a revenue stream working with small and medium sized, privately owned and/or closely held businesses. The incumbent will build relationships across a variety of verticals and partner with owners and stakeholders to transition the business and maximize stakeholder value. You will collaborate across Sikich Service Lines (Tax, Transaction Advisory Services, Wealth Management, Valuation, Investment Banking, and HCM) to provide a flawless consulting experience and exceed client expectations. Lastly, as revenue grows you will be tasked with building a team of exceptional professionals that will drive and execute future profitable engagements.

What will you do in this role?

• You will be a trusted advisor, mentor, coach, and part time psychologist to business owners and stakeholders looking to plan their business legacy.
• Research and develop a client base that are looking to transition their business to the next phase of existence.
• Mine existing Sikich clients as well as bringing in new clients to the firm.
• Develop a short term and long-term business plan for growth inclusive of target markets, target organizations, and realistic revenue goals.
• Develop collateral that demonstrates the value of Sikich as the partner of choice for Business Succession Planning.
• You will develop relationships across the Sikich Service Lines that will be critical to client engagements.
• Provide regular reporting and forecasting on activity and potential revenue.
• Champion people initiatives in partnership with the Human Capital Team, including recruiting, retaining, and training the firm's up and coming professionals.
• Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience.

What do you need to succeed in this role?

• A minimum of 15 years of experience in High-Net-Worth Wealth Management, Investment Banking, Tax, or another financial discipline managing complex organizational divestitures.
• A Bachelors Degree in a business discipline from an accredited university.
• A CEPA or comparable certification would be highly desirable.
• A history of collaborating successfully with business ownership both financially and emotionally.
• A hands-on self-starter with the ability to manage in a fast paced, changing environment.
• An individual capable of articulating and selling ideas and concepts in all mediums, with the ability to manage conflicting priorities.
• A leadership style characterized by straightforwardness, approachability, team orientation and collaboration.
• An individual with an in-check ego who leads by example.

In addition, specific skills/experience required are as follows:

• Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
• Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
• Collaboration - You are a relationship builder across all levels of the organization and across all business units.
• Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
• Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.

About Sikich LLP

Sikich, LLP, is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.

Sikich Total Rewards

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

* Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.

* The Firm will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.

* Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

* Flexible work arrangements

* Health, dental, vision, life, and accident/death/disability insurance options

* HSA employer contribution

* Nine (9) paid holidays annually.

* A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.

* 401(k) with employer contributions

* CPA bonus with four (4) paid exam days & four (4) paid study days.

* Tuition reimbursement

* Generous employee referral bonus program

* Client referral bonus program

* Pet insurance

* FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

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Sikich LLP is an Equal Opportunity Employer M/F/D/V