Sonja Wood, CBI
M&A Advisor, Managing Director
M&A Advisor, Managing Director
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
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
TEXAS: Real Estate License No. 712269, Texas 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