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 services and client advisory during sale and acquisition of privately-held companies. Her firm also provides value optimization consulting for companies attempting to maximize value at sale.
Margot is serving owners of privately held companies in 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.
As a top-performing, high-energy business advisor, Margot's passion is directed toward attracting the right acquiring parties to an opportunity. It is imperative the business be communicated and packaged effectively to accomplish this. And her journalism/advertising degrees allow Margot to shine in this arena, elevating potential of a successful strategic match; ensuring win-win outcomes for both seller and acquirer.
Margot is a people-connector throughout Orange and Los Angeles counties in Southern CA. She has deep connections with investment bankers, private equity firms, retired CEOs 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.
Marcie-Barrett Senior In Home Care Services
“Margot is a wonderful broker. She guided us through the process and made dealing with the business seller and seller's broker actually bearable. She is knowledgeable, kind and I can't begin to describe how much legwork she did for us. As first-time buyers, we were frequently lost. She guided us through it with class and humo.”
Bill Erickson Senior In Home Care Services
“Even after paying Margot’s fee to represent our interests as our exclusive buyer broker, we were still ahead $44,000 in money she saved us by negotiating a price reduction after our due diligence was complete.”
David Aeppli Owner Display Services Santa Ana, CA
“I signed on with Margot on Tuesday. She had two potential buyers for us to meet with on Saturday, one of whom made a full price offer on Monday. I recommended her to one of my former clients, and she did exactly the same thing for him.”