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Sonja Wood

Home » Sonja Wood

Sonja Wood

M&A Advisor, Managing Director

swood@ibgbusiness.com

505-305-7888

An M&A and real estate professional, Sonja Wood provides comprehensive advisory and intermediary services to parties in business purchases, sales, and mergers. Her industry experience includes commercial and real estate investment, construction and roofing, senior housing, and a variety of other industries.

Sonja's clients benefit from her experience in research, review and evaluation of company systems/processes, infrastructure, financial reporting, market positioning, regulatory and compliance review and recommendations, sales process, and pro forma feasibility assessments based on an evaluation of database, clients, contracts, supply chain review, as well as identifying areas of future capital requirements.

She also provides human resource assessments to evaluate the strength of a company’s workforce and determine recommendations for improvements that will streamline the pre- and post-acquisition preparation related to evaluation of benefits, payroll reports, employee assessment, employment policies review related to regulatory and compliance history, CMS (Medicaid/Medicare) Provider Change of Ownership Support.

Professional Certifications and Designations

Certified Business Intermediary, International Business Brokers Association

Certified Senior Housing Professional™, Seniors Real Estate Institute

Seniors Real Estate Specialist® (SRES®), National Association of REALTORS®

Certified Exit Planner (CExP), Business Enterprise Institute, Inc.

Memberships

Colorado Association of Business Intermediaries (2011-present)

Colorado Assisted Living Association (2007-present): Past Vice President and Board Member

Licenses

COLORADO: Real Estate License ER.100000744, Colorado Division of Real Estate, 2005

NEW MEXICO: Real Estate License No. REC-2022-0300, New Mexico Real Estate Commission, 2022

Education

Business Enterprise Institute: Exit Planning Specialist, 2011

Armbrust Real Estate Institute: Real Estate License / Managing Broker, 2005

Metropolitan State University of Denver: B.S., Finance, 1996

News / Blog

Selling Your Business

Buying a Business

Locations

International M&A through
EATON SQUARE LOGO

*Certain members of IBG Business are registered representatives of and securities transactions conducted through CEIBA FINANCIAL, LLC, Member FINRA/SIPC, Fullerton, CA. CEIBA FINANCIAL, LLC is not affiliated with IBG Business. FINRA Broker Check.
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