Peggy Tate

Peggy Tate 
Main Office: 713-680-1200
Direct Line: 
Fax: 713-490-9052


Business Experience

Peggy is a mergers and acquisitions advisor. She guides business owners in maximizing the value of their company - and then, when the time is right, sells the business for them. She also works closely with buyers to find companies to acquire based on their specific criteria. As a Certified Business Intermediary (CBI), Peggy has expertise in business valuation.

In her work, Peggy principally serves companies in business-to-business products and services. She has particular depth of experience with industrial and also software companies. Her clients generally have between $1MM and $20MM in revenues.

Peggy sold her first business as a business broker in 1998 and has advised on strategic mergers and acquisitions since then. For over 10 years, Peggy served as CFO for multiple companies while working as a partner with TechCFO, Tatum CFO, and also independently. Through this experience, Peggy learned how to create value in companies, which is integral to her work as a business sale advisor today.

As a registered mediator with in-depth experience as a professional negotiator, Peggy understands the importance of win-win agreements. She uses her combined skills to give her clients a distinct advantage.

Peggy has started and owned several businesses of her own: One, a CPA firm, she sold very successfully; another was a dot-com bust. A third is a vending management company which has operated over 15 years. Peggy understands the challenges business owners face from her own experiences.

Peggy’s background also includes extensive financial and technical knowledge: Not only is she still a licensed CPA, she has an MBA from Goizueta Business School at Emory University. Early in her career, Peggy was an investment broker with Shearson Lehman Brothers/Robinson Humphrey Co. where she earned the Superior Performance Award. She also worked for national CPA firm McGladrey & Pullen.

Peggy is energetic, has a “can-do” attitude and is wired to deliver results.

Licenses and Registrations: 

Certified Public Accountant (Georgia) 
Certified Business Intermediary 
Texas Real Estate Salesperson License 
Registered Mediator (Georgia) 
Texas State Securities Agent 


International Business Brokers Association (IBBA) 
Texas Society of CPAs 
Houston CPA Society 
Texas Association of Business Brokers (TABB) 


MBA from Goizueta Business School at Emory University 
B.S. in Business Administration from the College of Charleston (SC)


Selling Agent 2015