Managing Director
Joined: 2019
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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.