Perfect Harmony

Mariann and Andy Montgomery - The Montgomery Team

Mariann Montgomery, CMAI

Certified M&A Intermediary
Phone: (214) 751-3901
M.Montgomery@Murphybusiness.com

Andy Montgomery, CBI

Certified Business Intermediary
Phone: (214) 751-3920
A.Montgomery@Murphybusiness.com

12000 Ford Road, Suite 429
Dallas, Texas 75234

Murphy Commercial Realty of Texas

License Number 9003271

Franchisees of Murphy Business & Financial Corporation LLC since December 2009

 

Professional Profile

Industry Leaders: Mariann and Andy are both dedicated to professional development within the business advisor community. Mariann served for over three years as President of the North Texas Chapter of the Exit Planning Institute (EPI). Andy served for two years as President of the Dallas Fort Worth Chapter of the Texas Association of Business Brokers (TABB).

Client Focus: Maiann and Andy are client-centered business transfer professionals. They recognize that deciding to sell is a personal decision that must include a clear vision of “what’s next?” They start with an assessment of business value, and then help you build a transition team based on your goals.

Mariann Montgomery is a multiyear award-winning top producer of the Murphy Business Sales franchise system. Before becoming an advisor to business owners, Mariann had 25 years of profit and loss, managerial, marketing, sales and operations experience across a range of industries including telecommunications, animal health and agricultural chemicals. Mariann is  a graduate of Texas A&M University with both Bachelor and Master of Science degrees. She also holds a Sales Agent license with the Texas Real Estate Commission. Mariann has earned the following certifications from professional associations within the business advisory industry:

  • Certified Business Intermediary (CBI)
  • Certified Exit Planning Advisor (CEPA)
  • Board Certified Broker (BCB)
  • Certified Merger and Acquisition Intermediary (CMAI)
  • Board Certified Intermediary (BCI)

Andy Montgomery joined the Murphy Business Sales franchise system after nearly twenty years in the wireless data communications industry. His roles there included radio frequency engineering, safety, project management and site leasing. Andy earned a Bachelor of Science in Mechanical Engineering from Oklahoma State University. He holds a Sales Agent license with the Texas Real Estate Commission, and is a General Lines Agent in both Life and Health, and Property and Casualty with the Texas Department of Insurance. Andy has earned the following certifications from professional associations within the

business advisory industry:

  • Certified Business Intermediary (CBI)
  • Business Certified Appraiser (BCA)
  • Board Certified Broker (BCB)
  • Certified Machinery and Equipment Appraiser (CMEA)

Orchestrated to Perfection

Planning a business transfer begins with a business appraisal. Too often the company’s value is less than
the owner’s needs and/or expectations. The appraisal process not only estimates current business value,
it reveals much about operational strengths and weaknesses. Sometimes achieving the owner’s goals
requires value enhancement prior to taking the business to market.

To enhance value, Mariann and Andy will work in concert with other professional advisors. They know
owners usually have trusted advisors in place, and do not want to disrupt those relationships. In some
instances; however, additional professional disciplines can help to add value, before, during and after a sale. The advisors listed above are examples of professionals that may be brought in as part of a transition team.

Early Engagement

Mariann and Andy set themselves apart as business transfer
professionals by their commitment to working with business owners
in advance of marketing a business. Their transition planning, and
transition team coordination help “stage” a business for sale. This
approach builds business value, and enhances buyer appeal.

Your business is ready for sale when the time is right

For More Information:
www.Montgomery-Murphy.com