Alternative Ownership Financial Analyst and Project Manager

Stronghold Ownership is dedicated to helping business owners navigate ownership transitions that benefit employees and support long-term business independence. They are seeking an experienced Alternative Ownership Analyst & Project Manager to support client engagements, focusing on financial analysis and project management to ensure smooth execution of ownership transition projects.

Responsibilities:

• Evaluate and compare transaction structures for ESOP, EOT, purpose trust, management buyout, and other ownership transitions
• Build and refine financial models for employee ownership transactions
• Analyze financial statements, projections, normalized earnings, cash flow, debt capacity, valuation inputs, and transaction feasibility
• Model alternative ownership structures, financing arrangements, payment schedules, tax estimates, and operating scenarios
• Evaluate seller notes, senior and subordinated debt, earn-outs, warrants, dividends, redemptions, direct and partial sales, and related components
• Compare ESOPs, EOTs, purpose trusts, management buyouts, third-party sales, and other succession alternatives
• Identify structural tradeoffs, financing constraints, implementation risks, tax and legal questions, and diligence needs
• Translate models and transaction alternatives into clear conclusions, recommendations, and decision points
• Prepare polished client presentations, memoranda, and financial exhibits
• Help business owners and advisors understand the practical implications of different transition paths
• Manage engagement timelines, work plans, deliverables, and deadlines
• Track open items, diligence requests, key decisions, ownership of next steps, and required follow-up
• Coordinate information flow among Stronghold Ownership, Purpose Owned, clients, and external advisors
• Prepare agendas, meeting materials, follow-up notes, and action-item lists
• Monitor progress across financial, legal, tax, valuation, governance, and financing workstreams
• Flag delays, bottlenecks, missing information, and unresolved questions before they become larger problems
• Support senior advisors in preparing for client meetings and advisor coordination calls
• Participate in client calls and walk business owners and advisors through models, assumptions, sensitivities, alternatives, conclusions, and next steps
• Explain technical financial, structural, and ownership concepts in clear, practical language
• Use AI tools responsibly to improve research, financial analysis, model development, documentation, quality control, project management, and overall efficiency
• Independently verify AI-assisted work
• Maintain strong organization across files, models, notes, workplans, diligence trackers, and client materials
• Produce accurate, clear, and timely work
• Protect client confidentiality

Requirements:

• Evaluate transaction feasibility, compare structural alternatives, build and refine financial models, and translate complex ownership and financing issues into clear recommendations and decision points
• Keep engagements organized and moving by tracking workstreams, deadlines, open questions, missing information, meeting preparation, and next steps
• Work closely with senior advisors and interact directly with clients, attorneys, tax advisors, valuation professionals, lenders, trustees, and other transaction participants
• Evaluate and compare transaction structures for ESOP, EOT, purpose trust, management buyout, and other ownership transitions
• Build and refine financial models for employee ownership transactions
• Analyze financial statements, projections, normalized earnings, cash flow, debt capacity, valuation inputs, and transaction feasibility
• Model alternative ownership structures, financing arrangements, payment schedules, tax estimates, and operating scenarios
• Evaluate seller notes, senior and subordinated debt, earn-outs, warrants, dividends, redemptions, direct and partial sales, and related components
• Compare ESOPs, EOTs, purpose trusts, management buyouts, third-party sales, and other succession alternatives
• Identify structural tradeoffs, financing constraints, implementation risks, tax and legal questions, and diligence needs
• Translate models and transaction alternatives into clear conclusions, recommendations, and decision points
• Prepare polished client presentations, memoranda, and financial exhibits
• Help business owners and advisors understand the practical implications of different transition paths
• Manage engagement timelines, work plans, deliverables, and deadlines
• Track open items, diligence requests, key decisions, ownership of next steps, and required follow-up
• Coordinate information flow among Stronghold Ownership, Purpose Owned, clients, and external advisors
• Prepare agendas, meeting materials, follow-up notes, and action-item lists
• Monitor progress across financial, legal, tax, valuation, governance, and financing workstreams
• Flag delays, bottlenecks, missing information, and unresolved questions before they become larger problems
• Support senior advisors in preparing for client meetings and advisor coordination calls
• Participate in client calls and walk business owners and advisors through models, assumptions, sensitivities, alternatives, conclusions, and next steps
• Explain technical financial, structural, and ownership concepts in clear, practical language
• Use AI tools responsibly to improve research, financial analysis, model development, documentation, quality control, project management, and overall efficiency
• Independently verify AI-assisted work
• Maintain strong organization across files, models, notes, workplans, diligence trackers, and client materials
• Produce accurate, clear, and timely work
• Protect client confidentiality
• Experience with purpose trusts, EOTs, ESOPs, employee ownership transactions, business succession, leveraged or management buyouts, or related structures
• Experience with an employee ownership advisor, ESOP trustee, valuation firm, investment bank, accounting firm, family office, transaction advisor, or similar professional services firm
• Experience supporting transactions from initial feasibility analysis through implementation
• Experience working directly with business owners, senior executives, and professional advisors
• Strong financial modeling skills in Excel or Google Sheets, including effective use of AI tools
• Ability to interpret financial statements and analyze operating and transaction cash flows
• Familiarity with business valuation, debt capacity, transaction financing, and ownership transition mechanics
• Experience with seller financing, senior debt, subordinated debt, earn-outs, warrants, and transaction capitalization
• Strong attention to detail and a high standard for analytical accuracy
• Ability to think through deal structure, not just financial outputs
• Comfort comparing transaction paths and clearly explaining tradeoffs
• Understanding of the tax, legal, fiduciary, and governance considerations associated with employee ownership transactions
• Strong project management skills, including managing timelines, open items, follow-ups, and multi-party workstreams
• Experience managing transaction, consulting, advisory, or implementation projects
• Familiarity with project management tools, shared workplans, diligence trackers, CRM systems, or similar workflow tools
• Ability to work independently, manage deadlines, and produce polished work with limited oversight
• Strong written and verbal communication skills
• Professional presence and confidence in client-facing conversations
• Ability to clearly present financial models and transaction alternatives and respond effectively to questions
• Practical experience using AI tools to improve professional work
• Sound judgment regarding the limits, verification, security, and appropriate use of AI-generated work
• Comfort with an assignment-based workload that may fluctuate materially from month to month
• Strong organization, responsiveness, adaptability, and comfort with ambiguity