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Transaction Advisory Intermediary

Matching Buyers and Sellers

Quick Summary

Transaction Advisory Intermediary (TAI)

The highest paying career in the mergers & acquisitions sector. $1 million potential in your first year if you have what it takes. Complete 12-month program with everything you need to be successful from training, mentoring, project assistance and all the administrative tools needed to set up your own practice.

Have an Exciting & Financially Lucrative Career as a TAI

Name one career where it is possible to clear $ 1 million in your first year. I doubt you can. But that is exactly what you can do and more as a Transaction Advisory Intermediary.

Businesses, small and large, are sold every day, just as houses, cars and other items . The Mergers & Acquisitions industry, is the least regulated of all industries that deal with buying and selling of anything. In this case it is a positive aspect as it relates to who can work in it, how much they can charge in fees and have the freedom to structure deals in very creative manners that helps both the clients as well as the TAI.

Drawing from decades of experience, The Enginuity Group takes this non-standardized industry and applies simple, yet effective, standardized approaches to the process of the buy/sell transaction. That forty years of experience and knowledge is packaged into a professional TAI Development program. The entire program covers one full year of training and project assistance, but you start your practice upon completion of the initial 5-day training. The program is now offered to qualified individuals who would like to learn how to become a TAI. .

Six Components of the Program

THe one year program consists of many compnonents. The following six key steps will be the focus of training and mentoring during that first year.

Component 1

Application & Interview

An evaluation to assess your aptitude to be a successful Transaction Advisory Intermediary.

Component 2

Initial 5-day, 40+ hour face to face education

A week to learn not only the hard metrical aspects of being a successful TAI, but the softer, more anecdotal “secrets of the trade” learning in a soft, interactive, seminar environment, not by video.

Component 3

Monthly post training Zoom group sessions

Time to go over issues, problems, ideas, and guidance from the founder and group.

Component 4

Block of Founder’s and others’ time

For one-on-one discussions, zoom meetings with potential clients and assistance with the processing of the sell or buy side project.

Component 5

Refresher/advanced in person onsite training

Meet at 6 months and then at 12 months for advanced training.

Component 6

M & A Toolbox

Literally everything needed to set up and run a home or office based TAI practice.


Who makes the best TAI's?

Entry into this program is by application and interview. Not all will be accepted. You must possess the skills and aptitude necessary to be successful. We do not want to waste our time, or yours! But, if you are accepted, you will enter a world that is highly selective, open to only a few, and geared to help you become a TAI in 12 months while learning on your first projects.
Minimum Qualifications

o College degree, BA, BS, MBA, etc
o Sufficient savings/income to devote at least 50% of your business time to this, while you produce your first closing fee.
o Pass background check
o Basic understanding of accounting, finance, business systems & corporate structures
o Articulate
o Outgoing personality

Does this sound like you? if you think this might be for you, please contact us at tai.eenginuity.com with two times and days you would be available for an introductory call and we will schedule the call.
Or click the links to download the Program info or the Application. Then send the application to tai@eenginuity.com
Upon receipt of your application we will contact you to set up a 30 minute interview.

Program Info Application