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Peggy Tate


Peggy Tate



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.


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


  • 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) 


  • Selling Agent 2015