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Sage Intermediaries

M&A Advisory business brokerage

We help business owners sell their businesses

with turnkey, sell-side Merger and Acquisition advisory services

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Who we are

Sage Intermediaries is an advisory firm that offers turnkey, sell-side M&A advisory services. In other words, we help business owners sell their businesses.

Drawing from 38 years working in the Financial Services Industry, I discovered time and again the need for good intermediaries to help business owners pass through what can be a lengthy, complicated, and emotional process when they decide to sell their business.

The Mission

We work hard to help run the entire process of a sale in the background, so that our clients can rest assured that they are in great hands while they continue to run their business. The ultimate goal is to secure a fair price for the business so that my clients have a feeling of security when moving into retirement.

Who we are

Sage Intermediaries is an advisory firm that offers turnkey, sell-side M&A advisory services. In other words, we help business owners sell their businesses.

Drawing from 38 years working as a commercial lender, I discovered time and again the need for good intermediaries to help business owners pass through what can be a lengthy, complicated, and emotional process when they decide to sell their business.

The Mission

We work hard to help run the entire process of a sale in the background, so that our clients can rest assured that they are in great hands while they continue to run their business. The ultimate goal is to secure a fair price for the business so that my clients have a feeling of security when moving into retirement.

What we offer

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Sell-Side M&A (Merger and Acquisition) Advisory

We engage with business owners contractually to act as their advisor through the entire sale process from listing the business for sale, through the marketing process, the negotiation process, and finally up to and including closing. During this process, We act as the exclusive representative for the owner, taking the task of selling the business off of their plate so that they can focus on keeping their business running smoothly throughout the sale process so as not to risk losing value.

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Sell-Side Coaching Services

For owners who have identified a buyer, on a retained basis I can act as a coach, being a confidant and advisor during the sale process. This service is helpful to owners who do not have experience selling a business and also who are limited as to who they can talk to about the sale in the interest of confidentiality.

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Buy-Side Searches and Inquiries

Assistance locating and contacting potential acquisition target companies on a retained fee basis for companies looking to expand through acquisition. We also offer debt placement, or assistance with the process of refinancing existing debt or identifying new lenders to provide debt financing.

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If you’re thinking of selling your business, the sooner you take action, the more opportunities there are to increase the value of your business when it’s sold.

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