BUSINESS ACQUISITION RESEARCH ASSISTANT

Location: Remote - Philippines
Hours: Part-time, 10 –20 hours per week
Availability: Must be available between 9 AM and 6 PM EST during onboarding
Compensation: Up to $13/hour USD based on experience and qualifications
Language: Strong written and verbal English is mandatory

-About Me

I am an independent investor actively searching for a small business to acquire in the United States. My background spans over two decades of corporate leadership in finance, engineering, quality, and operations across medical technology, fintech, and defense and aerospace. I bring the analytical rigor, process discipline, and strategic thinking of a large enterprise — with the agility and personal attention of a one-person operation.

I am building my acquisition search the right way — methodically, with strong systems and the right support. That is where you come in.

I want to be transparent about something that most employers will not say upfront: I take this working relationship seriously. If you perform well, grow into this role, and demonstrate the qualities I am looking for, I will personally serve as a professional reference for your resume. My background in corporate finance and engineering in the medtech, fintech, and defense and aerospace industries carries weight, and I am happy to put that behind someone who earns it.

-About the Role

I am looking for a highly detail-oriented, analytically minded Business Acquisition Research Assistant to support my deal sourcing and screening process.

This is not a typical virtual assistant role. You will be working directly with me, reviewing business listings, analyzing Confidential Information Memorandums (CIMs), and making recommendations based on my specific investment criteria. You must be able to read carefully, think critically, follow detailed written standard operating procedures independently, and communicate honestly when something is unclear, incorrect, or needs to be changed.

If you move fast without reading, say "yes" when you mean "I don't understand," or need constant reminders to follow processes, this role is not for you.

If you are methodical, intellectually curious, proactively improve processes, and take pride in getting the details right — I would like to work with you.

-What You Will Gain

*Direct exposure to the business acquisition process from deal sourcing through closing
*Hands-on experience with financial analysis, investment screening, and broker negotiations
*Training in AI-assisted research and analysis tools
*Hands-on experience working with a corporate executive evaluating and acquiring a business
*A professional reference from someone with deep executive experience in medtech, fintech, and defense and aerospace — industries where analytical rigor and attention to detail are non-negotiable

If you perform well and grow into this role, I will personally vouch for you. That is not something I offer lightly.

- What I Am Looking For

*Background in business, finance, economics, or a related field strongly preferred
*Experience in research, business analysis, or investment support is a strong plus
*Exceptional attention to detail — errors in this role have real and significant consequences
*Strong written and verbal English — this is non-negotiable
*Comfortable working with AI tools, spreadsheets, and cloud-based platforms
*Honest and direct communicator — you must be comfortable saying "I don't know" or "I think there is an error here"
*Self-directed and able to follow detailed written instructions without needing verbal reminders
*Proactive — you identify problems and suggest solutions before being asked
*Flexible — task volume and type will vary week to week
*Available between 9 AM and 6 PM EST during onboarding; flexibility to work anytime once established in the role

- How We Will Work Together

Your first week will be approximately 2 hours per day as you learn my systems, standard operating procedures (SOP), and investment criteria. Hours may increase to 10–20 per week based on deal flow and your performance. As you demonstrate reliability and accuracy, you will have greater autonomy over your schedule.

I have detailed written SOPs, checklists, and AI search tools to support your work. You must be able to consult these resources first before contacting me. I will invest heavily in you to be successful — I expect the same level of commitment from you in learning the process.

I am a direct and honest communicator, and I respect the same from you. If you make a mistake, please tell me. If something in the SOP is unclear, please ask. If you see a better way to do something, please say so. That kind of transparency is how we build trust, and trust is how this working relationship grows.

- What You Will Do

*Monitor business listing platforms daily and identify listings that match my investment criteria
*Research and identify business listing sites and search methodologies that most investors are not aware of
*Contact business brokers to request Non-Disclosure Agreements (NDAs) and Confidential Information Memorandums (CIMs) on my behalf
*Screen and analyze CIMs using my proprietary checklist and AI-assisted tools (Claude AI)
*Make clear written recommendations on whether to proceed with a business based on my investment criteria
*Maintain timely, accurate records in my Deal Tracker and Broker Tracker
*Draft professional broker correspondence on my behalf
*Suggest process improvements to my SOPs and workflows as you identify opportunities
*Perform administrative tasks as needed in support of the acquisition process

- How to Apply
Applications that do not follow these instructions exactly will not be considered.
Please submit the following in a single email or message:

1. Cover Letter
Tell me about your background, why you are interested in this specific role, and what makes you the right fit. Be specific — I read every application personally.

2. Your Hourly Rate
State your requested hourly rate in USD clearly. Please do not provide a range, only a single number.

3. Five Business Listings
Find five business listings currently for sale that you believe would interest a buyer looking for an essential service business in the United States. These must come from platforms or sources that are not well-known — do not use BizBuySell, BusinessBroker, BizQuest, or any site that appears on the first page of a Google search for "businesses for sale." For each listing include: the business name or listing title, the platform or source where you found it, the asking price, and one sentence explaining why it fits a buyer looking for an essential service business.

4. Process Improvement Example
Describe one specific process improvement you identified and suggested in a previous role. What was the problem, what did you suggest, and what was the result?

>>>Applications that do not follow these instructions exactly will not be considered.