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About Sage Intermediaries

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

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.

Our Values

Learning

Learning a business inside and out is key to being able to successfully represent that business to potential buyers. We devote a strategic amount of time to this at the start of the process to insure success.

Service

Our mission is to serve our client and to act as their representative throughout the sale process. This becomes more important as the process progresses through the negotiation and closing stages.

Creativity

Representing a company for sale requires a sound marketing strategy that can showcase the businesses strengths in the best light to prospective buyers. We pride ourselves on finding the 'diamonds in the rough' of seemingly similar businesses to accentuate their value proposition.

Community

Partnering with our clients is the best part of our job. The sales process can take several months to come to fruition and we get to know our clients well during this time. Likewise, finding a buyer who shares the same values of the owner is always our goal so as to preserve the community that is the business - that includes the jobs of the current employees and the business's standing in its community.

Behind the Name

Sage

adjective: having, showing, or indicating profound wisdom | noun: an aromatic plant with grayish-green leaves used as a culinary herb 

  • I act as a ‘sage’ or wise advisor, given my 38 years in the financial industry
  • We act as 'sages' - we have seen and experienced many different issues stemming from the process of selling a business - this is an experience that will offer guidance as a seller works through the process 
  • A resilient herb in nature, that can have many, many uses - from helping food taste better, leaving a room cleansed & smelling fresh, and growing naturally in a garden - it is a powerhouse herb that uses its natural abilities to improve all environments it enters

Intermediaries

noun: a person who acts as a link between people in order to try to bring about an agreement or reconciliation | a ‘mediator’

  • ‘Intermediaries’ is a direct reference to what we do - we stand between the seller and the buyer and in essence act as the lubricant that helps the deal move forward and ultimately close.

Let's get started

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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