Sage Advisory Group
- Business Consultant
As business advisor and principal broker of Sage Advisory Group, Margot brings a varied and extensive background to her firm. The core of her expertise is focused on transactional brokerage services within sale and acquistion of privately-held business, as well as client advisory in several areas of business operations: Research and Development Tax Recovery, Microvaluation Reports and Business Debt Elimination
Margot is serving a wide range of industries including Construction, Professional Services, Manufacturing, Distribution, Equipment Leasing, Warehousing, Trucking and Transportation, Property Management and Property Maintenance/Janitorial businesses.
She holds a CA DRE Real Estate Broker’s license and a Certified Business Broker (CBB), designation issued by the California Association of Business Brokers, (CABB). She serves as chairperson of the Orange County Chapter of CABB.
Margot is a people-connector throughout Orange and Los Angeles counties in Southern CA. She has deep connections with investment bankers, private equity firms and family offices, as well as access to an entire market of individual buyers. She offers her seller clients a consultative, unique approach to the analysis, packaging, marketing and transfer of ownership of their $1MM to $25MM revenue business.
Margot’s expertise is directed toward attracting the right acquiring parties to an opportunity. It is imperative the business be packaged and marketed effectively to accomplish this. Her journalism/advertising degrees allow Margot to shine in this arena.
- Do you realize there are tax credits and incentives available for your company?
- Do you know you can eliminate over leveraged debt in your company?
- Does your advisor have access to a powerful, wealthy network of business acquirers?
- Do you know the value of your company and what you should do to optimize its market value?
Whom to Contact
- Margot MurphyAdvisor / Principal BrokerPhone: (949) 630-5577