Sage Advisory Group Logo reversed

WHAT OUR CLIENTS SAY

Group 4

“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.”

David A., Seller

Display Services in Santa Ana, CA



Group 4

“Best call I've had with a Business Broker in seven years." 

Matt B., Prospective Buyer

Structural Steel Fabrication Company listed by Margot



Group 4

“(Margot) has an earnest effort to assist, serve and build relationships.” 

 

Jonvir Sidhu

Client Relations Manager, Outflow LP


Group 4

“What’s great about you (Margot) is the enthusiasm you have for what you do. Your energy along with your strong business acumen is not common in M&A advisory. You’re a match like nitro and glycerin.”

Jaime Lendway, Ivanhoe Capital Advisors

Director of Sales Marketing.



Group 4

“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 humor.”

Marcie B., Buyer

Senior In-Home Care Services

Group 4

“Margot Murphy at Sage Advisory Group came highly recommended from a friend of a friend. In fact, stellar was the word he used. The stellar recommendation turned into stellar results. Margot had our business listed and sold within 7 months. She's a true professional who provides an honest price evaluation of your business. She sticks with you and keeps up on every aspect of the sale. Margot is everything you'd expect from a business sales broker. Did I mention she's a cool person too? .”

Mike G., Seller

Landscaping Company in Orange County, CA

Group 4

“I'm being sincere when I say this, (Margot) you have great charisma and a fabulous personal brand which really stands out in the M&A space.”

 

Matt Currie

CEO & Co-Founder, Outflow LP

Group 4

“You did your client a solid (by selling their company), Margot. Without that sale, they’d have had nothing.”

 

Thomas Georgianna

Attorney Irvine, CA

Group 4

“Thank you so much for your help (at our regional conference) Margot. I’ve heard your name mentioned often. You come highly regarded.”

 

Randall Van Ornam

Assistant to Maggie Furrows

Director of CA Association of Business Brokers

Fresno, CA


Group 4

“I am so glad to see you come up on my LinkedIn. I took a class from you in 2009 or 2010. It changed my career and the direction of my business massively. I am forever grateful. You planted the seed that lead to my career success!” 

 

Douglas Converse

Realtor, Seattle WA

Group 4

“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.”


Bill E., Buyer

Senior In-Home Care Services

Group 4

"It was a pleasure working with you, Margot. You have a very efficient process in place to market the business and find the qualified buyers."

 

Coby Y., Seller

Ontrack Asset Management, Santa Monica, CA

a quote mark

“Just going through the material on my flight out. You have been very thorough with the information you have provided”

John F., Buyer

Medical Label Manufacturing Company Listing

a quote mark

“Incredible conversation just now, Margot. And more than anything you gave me not just baby step clarity but some perfectly timed affirmation and inspiration!”

Dr. Rudy C., Buyer

Private Charter School

Group 4

“Margot, I want you to know that Bob M. and I think you have the highest of integrity. I would recommend you to anybody as broker for sale of their company.”

Bob C., Seller

Energy Solutions Services, Inc.

Group 4

“We listed with Margot in Nov. 2019. Shortly thereafter COVID protocol changed our 54-person call center operation and we were forced to reinvent our operations. In Nov. 2021, we sold and transferred our company to our buyer of choice for full asking price. Margot stayed the course with us all that time allowing us to reach our goal.”

Neil M., Seller

Electronic Document Processing Company in  Yorba Linda, CA

Group 4

“Thanks a lot for your expertise and quick responses, Margot. You're the most efficient M&A broker I've seen in America so far!”

George G., Buyer

Interested in HOA Management Company



Ready to discuss your next acquisition?

Contact us today to begin the conversation.

Share by: