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Want to become part of the Blue Sky Team? Take a look at the different opportunities at Blue Sky.
Find Your Guide
Blue Sky Business Resources works with business owners at every stage of the business lifecycle with to help maximize value.
Find your Blue Sky Team member who is best to help you on your journey. Each team member's area of speciality is listed below. Read their bio to learn more information regarding industry specialization and past clients.
*
**Registered Representative of, and securities transactions are conducted through, Finalis Securities, LLC, Member FINRA/SiPC.
Troy Tucker*
Sell-Side Engagements
Jason Tuzinkewich*
Business Process & Strategies
Sandra Tucker
Accountant
Joe Milam**
Advisor
Greenville/Spartanburg
Tylynn Brick
Advisor
Colorado Front Range
Alex Delaola
Director of Analyst Team
Owen Lang
Analyst
Central US
Meliane Hwang
Analyst
Colorado Front Range
Lex Espinoza
Associate Advisor
Greenville/Spartanburg
Will Moss
Sell-Side Engagements
Utah
Contact Blue Sky for a confidential meeting to assess how we can work together and reach your business goals.
Investment Banking Representative (IBR)
The IBR is the fundamental position for experienced associates to conduct sell-side / buy-side transactions. Stakeholders include the CEO, the administrative team, Market Center Director, Senior Advisor, associates, clients, potential buyers, and alliance partners. As such the IBR is responsible for managing all aspects of a transactions efficiently, effectively, and comprehensively; while developing the skills, certification and licensure to become an industry expert and advancing to a Senior IBR.
Operational Responsibilities
- Digital accounts management
- Hub Spot (CRM)
- Team Work (Project Management)
- Simplero (Marketing Platform)
- Pitchbook, Avention, Pratt Stats, IBIS World, etc.
- Axial, Exio, BizBuySell, etc.
- Maintain and manage business license
- Maintain adequate levels of insurance
- Continue learning process
- Become industry expert
- Join Industry Association
- Write Articles
- Speak at Events
- Attend Conferences
- FINRA 63 & SIE license
- Professional Organization Membership
- M&A Source
- AM&AA
- ACG
- Certifications
- CM&AA
- CM&AP
- M&AMI
- CBI
- Educational Conferences
- Attend one educational conference per year (minimum)
- Attend weekly team meeting
- Status Reporting
- Deal stage reporting
- Lead development
- Actively participate and be prepared
- KPI tracking
- Education
- Business Development
- Deal Status
- Status Reporting
- Become industry expert
Transaction Responsibilities
- Lead / Manage transactions from start to finish
- Manage B&MSG
- Engagement Process
- CIM Creation
- Seller Sign Off
- Buyers List Creation
- Buyer Outreach
- LOI Managements
- Negotiations
- Due Diligence Management
- Closing
- Post-closing
- Senior IBR promotion
- Lead eight transactions to close
- Achieve Industry Expert Status
- FINRA 63, SIE, & 79 License
- Mentor Associate to Advisor
- Senior IBR Mentor sign-off
Business Development Representative
The Business Development Representative (BDR) is responsible for generating business by cultivating and nurturing meaningful synergistic relationships with trusted advisors and business owners. They will also build and cultivate a pipeline of Business & Market Strategy Guides (B&MSG - Business Valuations) through both SBA Certified valuations and business valuations. The BDR will utilize the tools, services, and products available to you through Blue Sky. Attention to detail, teamwork and communication skills, management of expectations, strong time management and personal accountability are essential attributes of a successful Business Development Representative.
Organizational Responsibilities
As a Business Development Representative of Blue Sky Business Resources LLC, your primary responsibility is to develop business by utilizing the resources and collateral created by Blue Sky that drives business development. You will track and register your activities in the CRM and be responsible for achieving monthly, quarterly, and yearly production and revenue goals. You will also oversee the planning and execution of educational initiatives offered to our referral partners and their clients. As a representative of the Blue Sky organization, it is expected that you will contribute to the overall integrity of the brand, the strength of the team, and the continued success of Blue Sky Business Resources LLC.
Business Development
- Development of new business opportunities
- Utilization of Blue Sky’s tools, services, and products (not an exhaustive list)
- Tools/Services
- Full day workshops and seminars
- CE classes
- 1-2 hour masterminds
- VIP/Invite only informational gatherings (breakfast, lunch, happy hour)
- Products
- Key Opportunity Assessment
- Business & Market Strategy Guide
- Feasibility Studies
- Certified Valuations - SBA/ESOP
- Strategic planning with leadership team
- Curation and continuous improvement of the BD Playbook
- Referral relationships
- Facilitating referral relationships
- Targeting and outreach support for market center growth
- Alliance relationships
- Cultivating and managing Alliance relationships
- Creating and capitalizing on opportunities to deliver mutual benefit
- Co-branded initiatives
- Conference CPEs
- Intra-organizational town halls
- Ensuring consistent engagement
- Global brand initiatives
- Partnerships with organizations and publications to increase brand exposure
- Referral relationships
- Curation and continuous improvement of the BD Playbook
- Tools/Services
Social Media
- Social media
- Drip campaigns and thought leadership facilitation
- Linking & dissemination of content across all relevant platforms
- Facilitate content creation
- Curate content
- Team member spotlights
Operational leadership
- Establish yourself as a leader within the team and community to facilitate success
- Responsive to the voice of the team for continuous improvement
- Work closely with the CEO, VP Operations, and COO to establish and optimize team systems and tools
Performance Benchmarking
The BDR is responsible for developing business leads and opportunities. They will generate a spirit of evangelism within the team which will, in turn, strengthen relationships with alliance partners through expanded service efforts, and achieve a robust and durable pipeline of lower middle market deals. As such, there is a tremendous responsibility on the BDR to perform exemplary work in a timely and efficient manner. The following are functional expectations that will serve as performance KPIs within the division:
KPI Tracking
- KPI reporting
- Opportunity tracking
- Referral Source tracking
- Alliance referrals & revenues
- Alliance partnership activity
- At least one collaborative initiative with alliance partners per quarter
- Consistently tracked referral activity in both directions
- Team member BD success
- The overall success of individual team members in their BD efforts
- The conversion rates of leads at early phase gates
- Lead to B&MSG
- B&MSG to Engagement
Associate
The Associate is the starting point for inexperienced independent contractors / employees desiring to conduct sell-side / buy-side transactions. Stakeholders include the CEO, the administrative team, Market Center Director, Senior Advisor, Advisor, clients, potential buyers, and alliance partners. As such the Associate is responsible for learning and becoming efficient, effective, and comprehensive regarding all aspects of finding and managing a sell or buy-side transaction.
Operational Responsibilities
- Digital accounts management
- Hub Spot (CRM)
- Team Work (Project Management)
- Simplero (Marketing Platform)
- Pitchbook, Avention, Pratt Stats, IBIS World, etc.
- Axial, Exio, BizBuySell, etc.
- Create, maintain and manage business license
- Maintain adequate levels of insurance
- Manage learning process
- Blue Sky Business Development Workbook
- Real Estate Sales Agent License
- Professional Organization Membership
- M&A Source
- AM&AA
- ACG
- M&A Certification Program
- HR
- Onboarding
- All digital accounts and credentials
- Handbook and process orientation
- Administrative training (as applicable)
- Paperwork and personnel file creation
- 1099 Form
- Copy of Driver License
- Copy of Vehicle Insurance
- Copy of Business Insurance
- Real Estate License
- IC Agreement
- Mutual Commitment Letter
- Emergency Contact Info
- ACH Deposit information
- Attend weekly team meeting
- Status Reporting
- Deal stage reporting
- Lead development
- Actively participate and be prepared
- KPI tracking
- Education
- Business Development
- Assigned Deals
- Status Reporting
- Onboarding
Transaction Responsibilities
- Work with Mentor to complete proficiency check list
- Using SOP’s and BDWB
- B&MSG Process
- Engagement Process
- CIM Creation
- Seller Sign Off
- Buyers List Creation
- Buyer Outreach
- LOI Managements
- Negotiations
- Due Diligence Management
- Closing
- Post-closing
- Advisor promotion
- Lead transaction
- Mentor sign-off