Perfect Harmony

Mariann and Andy Montgomery - The Montgomery Team

Mariann Montgomery, CMAI

Certified M&A Intermediary
Phone: (214) 751-3901

Andy Montgomery, CBI

Certified Business Intermediary
Phone: (214) 751-3920

12000 Ford Road, Suite 429
Dallas, Texas 75234

Murphy Commercial Realty of Texas

License Number 9003271

Franchisees of Murphy Business & Financial Corporation since December 2009


Professional Profile

Client Focus: The M&A Team, Mariann and Andy, bring a uniquely client-centered focus to business transfer. They are committed to engaging with business owners well in advance of marketing a business. This allows time for enhancing business value and properly packaging the business prior to taking it to market.

Mariann Montgomery is a diversified professional with more than 25 years of profit and loss, managerial, marketing, sales, and operations experience in a range of industries that include 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 transitioned into the business transfer specialty 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

Many times when a business owner wants to sell, the company's value is below the owner's expectations. Planning a business transfer begins with a business appraisal. The appraisal process not only estimates current business value, it reveals much about operational strengths and weaknesses. While packaging and marketing a business for sale, Mariann and Andy often work in concert with other professional advisors. They know owners usually have trusted advisors in place, and do not wish 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 well in advance of marketing a business. Their transition planning, and transition team coordination help “stage” a business for sale. That approach builds business value and enhances buyer appeal.


Your business is ready for sale when the time is right

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