About Margot

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 served as chairperson of the Orange County Chapter of the CA Assoc 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 Orange, Los Angeles, Riverside, San Bernardino and San Diego 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.


National Association of Women Business Owners, 2014/2015 Board of Directors,

Orange County, CA.  Margot pictured, upper right

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