Our Credentials

Sage's credentials include licenses, memberships, and affiliations in the following:

IBBA - International Business Brokers Association

TABB - Texas Association of Business Brokers

M&A Source – World’s largest international organization of experienced, dedicated merger and acquisition intermediaries representing the middle market

TREC - Texas Real Estate Commission (Robert A. Shepherd, President, individually licensed Texas Real Estate Broker)

SSB - Texas State Securities Board, registered Texas Broker/Dealer for Business Brokerage and Venture Capital Activities (in process)

TEDC – Texas Economic Development Council

COC – Greater Dallas Chamber of Commerce







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