As intermediary and principal of Sage Advisory Group, Margot brings a varied and extensive background to her firm. The core of her expertise is focused on professional services and client advisory to owners of privately-held companies. 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. Her background includes experience in the following arenas:
- Founding partner of an offshore metal building, roofing and specialty coatings construction firm
- Owner/operator of a large-scale speed boat tour operation in the Pacific Islands
- Executive business coach
- Owner and curriculum developer of a national business training firm which offered systems to improve business success for thousands of self-employed professionals, and
- Over 15 years as a dominating force in bank-owned property management and real estate sales brokerage in the Pacific Northwest
She holds a CA DRE Real Estate Broker’s license since 1989. She is also the chairperson of the Orange County Chapter of California Association of Business Brokers (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 Southern CA. She has deep connections with financial and strategic acquirers including investment bankers, private equity firms, family offices, and retired CEOs, as well as access to an entire market of individual buyers. Her marketing and negotiation skills are a strong suit. She offers her seller clients a consultative, unique approach to the analysis, packaging, marketing and transfer of ownership of their $1MM to $15MM revenue business.
Margot’s additional skillsets are concentrated toward contract development, thoughtful negotiation, project management, financial measurement and target setting, operational efficiencies, creative approaches to problem solving, sales development, training support, and advisement on implementation of best practices. She takes great pride in providing her engaged sell-side clients near-future guidance to maximize their business’ value; because current circumstances might warrant optimizing an operation so unrealized value isn’t left on the table.
She is the quintessential intermediary – connecting clients and facilitating agreements to close deals and allow business sellers to move on to the next phase of their life. Margot can be reached at or (949) 630-5577. Contact Margot for a complimentary business consultation and to learn about the valuation process.