Erik Keith
Business Acquisitions & Sales Consultant at First Choice Business Brokers- Claim this Profile
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Bio
Credentials
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Financial Modeling and Forecasting Financial Statements
LinkedInMar, 2023- Sep, 2024 -
Arizona Real Estate Licence
Arizona Department of Real EstateMay, 2019- Sep, 2024 -
Series 7 Securities License
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Experience
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First Choice Business Brokers
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Financial Services
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100 - 200 Employee
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Business Acquisitions & Sales Consultant
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May 2015 - Present
· Ranked in top 10% of national business brokers in 2017-2019 due to a combination of high revenue generation and strong customer feedback. · Facilitated the transition process of over 100 privately owned businesses across multiple industry verticals including Healthcare, Manufacturing, Hospitality, Business Services, and Retail. · Negotiated price and transaction terms while structuring mutually agreeable business deals. · Analyzed trends of year over year company financial statements including liquidity, coverage, leverage, and operating ratios. · Built financial models and comp tables to analyze appropriate valuation methodologies including EV/EBITDA, Price/Earnings, Discounted Cash Flow Analysis, and EV/Revenue. · Researched industry forecasts, trends, operations, and working capital needs. · Strategically recommended listing prices in order to effectively package businesses for sale. · Streamlined and automated several daily tasks via CRM. Show less
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Equities Trader
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Apr 2011 - Feb 2012
Researched and analyzed stocks across multiple industries in order to determine good risk/reward opportunities with specific attention to managing risk. Researched and analyzed stocks across multiple industries in order to determine good risk/reward opportunities with specific attention to managing risk.
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The Northern Trust Company
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United States
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Investment Banking
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1 - 100 Employee
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Personal Fiduciary Associate
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Jan 2006 - Jan 2007
Managed approximately 100 client accounts, focusing on distribution of assets to client mandates. Researched incoming trust accounts to resolve inconsistencies with asset transfers and communicated findings to senior partners nationally. Managed approximately 100 client accounts, focusing on distribution of assets to client mandates. Researched incoming trust accounts to resolve inconsistencies with asset transfers and communicated findings to senior partners nationally.
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Education
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2001 - 2004
University of Michigan
Liberal Arts, Business, Philosophy, Psychology -
2007 - 2008
Walsh College
Masters of Science Finance, Finance, Economics, Management
Community
