Your Team

Sonja Wood, CBI

M&A Advisor, Managing Director

M&A Advisor, Managing Director

Sonja Wood is a Managing Director and M&A advisor at IBG Fox & Fin, where she brings nearly two decades of experience helping business owners navigate successful sales, mergers, and ownership transitions.

With a dual focus on mergers and acquisitions and real estate, Sonja provides comprehensive advisory services that align closely with each client’s strategic and financial goals. Her approach combines analytical depth, exit planning expertise, and a client-centered mindset to deliver seamless and value-driven outcomes.

A Certified Business Intermediary (CBI) and Certified Exit Planner (CExP), Sonja works closely with business owners to optimize value before a transaction and guide them through each phase of the sale. She is known for her thorough due diligence, market insight, and ability to align buyer and seller interests to create win-win deals. Licensed in Colorado, Texas, and New Mexico, Sonja also brings a regional real estate perspective to transactions where property assets are involved—especially in the senior housing and healthcare sectors.

Experience

For nearly 20 years, Sonja has been advising business owners on growth, transition, and exit strategies. Her work spans valuation, strategic consulting, financial analysis, and post-sale integration. She has developed a niche in senior housing and care-related businesses and has built strong relationships within the industry through board service and professional affiliations.

Sonja is also a seasoned real estate professional, which enhances her ability to guide clients through business sales involving commercial property components. Her interdisciplinary knowledge allows her to deliver holistic solutions in complex transactions.

Education and Professional Memberships

B.S., Finance – Metropolitan State University of Denver

  • Certified Business Intermediary (CBI) – International Business Brokers Association
  • Certified Exit Planner (CExP) – Business Enterprise Institute
  • Certified Senior Housing Professional™ – Seniors Real Estate Institute
  • Seniors Real Estate Specialist® (SRES®) – National Association of REALTORS®
  • International Business Brokers Association (IBBA), since 2007
  • M&A Source, since 2024
  • Colorado Association of Business Intermediaries (CABI), since 2011
  • Colorado Managing Broker License ER.100000744 (2005)
  • Texas Sales Agent License #712269 (2018)
  • New Mexico Real Estate License #REC-2022-0300 (2022)

Industry Focus and Expertise

  • Senior Housing & Assisted Living
  • Healthcare and Real Estate-Integrated Businesses
  • Exit Planning and Value Optimization

Community and Personal

Sonja has served on multiple industry boards including the Colorado Assisted Living Association and the Colorado Association of Business Intermediaries, reflecting her commitment to elevating standards and outcomes in both M&A and senior housing. Outside of work, she enjoys contributing to community causes and exploring the landscapes of the Southwest.