Sage Advisory Group
- Business Consultant
As business advisor and principle 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: R&D Tax Rebates processing, Value Growth advisory, Task and Milestone Marketing services and Microvaluations reports.
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 is also the 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 $10MM revenue business.
Margot’s passion is directed toward attracting the right acquiring parties to an opportunity. It is imperative the business be packaged effectively to accomplish this. Her journalism/advertising degrees allow Margot to shine in this arena.
Whom to Contact
- Margot MurphyAdvisor / Principle BrokerPhone: (949) 630-5577