Summary
Overview
Work History
Education
Skills
Certification
Websites
References
Timeline
BusinessAnalyst
KATIE HOLDITCH

KATIE HOLDITCH

The Woodlands,TX

Summary

To apply my extensive experience in small business development and business sales in a Business Development Officer or sales leadership role. With certifications in business brokerage and M&A, I am dedicated to driving organizational growth through strategic planning, client relationship management and delivering consistent sales results. A results-driven business development and sales leader with over 21 years of experience owning and operating service-based franchise businesses and four years of expertise in business brokerage and sales. Expertise in building client relationships and executing the complex process of selling main street businesses. Skilled in negotiating complex transactions, fostering long-term partnerships and identifying new business opportunities.

Overview

21
21
years of professional experience
3
3

Certifications

Work History

Business Broker & Sales Leader

Transworld Business Advisors – South and West Texas
01.2021 - Current
  • Guide business owners through valuation, marketing, and sale processes, ensuring maximum profitability for sellers.
  • Skilled at managing end-to-end transactions for both sellers and buyers, focusing on maximizing value and ensuring seamless transitions.
  • Ranked in the top 1% of over 800 agents network-wide in 2022 for deals closed.
  • Awarded the Gold President's Club Award in 2023 for outstanding performance.
  • Recognized for exceptional client service, building strong relationships with both buyers and sellers through clear, honest communication.
  • Demonstrated excellent negotiation skills, ensuring favorable outcomes for all parties involved.
  • Analyzed financial statements, business operations and market conditions to determine the value of businesses.
  • Developed marketing strategies and plans for selling businesses.
  • Negotiated buy-sell agreements between buyers and sellers of businesses.
  • Established relationships with key players in the industry who could facilitate transactions quickly and efficiently.
  • Evaluated offers from potential buyers to ensure they were fair and reasonable for both parties involved.
  • Maintained detailed records of all transactions including sales price, terms, commissions earned.
  • Coordinated meetings between prospective buyers and sellers in order to discuss details of their proposed transaction.
  • Facilitated communication between lawyers, accountants and other professionals involved in the transaction process.
  • Managed real estate transactions from initiation to closing.
  • Successfully partnered with business owners and subject matter experts to assess and identify risks, controls, and gaps, and facilitate creation of corrective action plans for sales practices.
  • Stayed up-to-date on marketplace trends and researched items in detail.

Owner/Operator

Blo Blow Dry Bar – The Woodlands & The Heights, TX
05.2013 - Current
  • Successfully managed two franchise locations, overseeing a team of 25+ employees and daily operations
  • Developed internal leadership to streamline day-to-day operations, resulting in improved service and operational efficiency
  • Led social media marketing efforts, driving engagement and brand awareness through targeted campaigns on Instagram and Facebook
  • Invited as a speaker at Blo Corporate's 2018, 2019 and 2023 annual meetings to discuss business growth strategies and marketing best practices
  • Awarded Multi-Unit Franchise Partner of the Year (2019) and served on Franchise Advisory and Marketing Advisory Councils.
  • Managed daily operations of the business, including staff, sales, inventory, and accounting.
  • Created marketing strategies to drive revenue and increase brand visibility.
  • Oversaw hiring process for new employees, from recruiting to onboarding training.
  • Maintained relationships with vendors and suppliers in order to secure favorable terms on materials and services.
  • Conducted regular performance reviews of staff members to ensure efficiency and productivity goals were met.
  • Resolved customer complaints promptly and professionally in order to maintain a positive reputation for the business.
  • Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
  • Evaluated employee performance metrics against established benchmarks in order to determine areas of improvement.
  • Provided leadership support for team members through coaching and mentorship programs.
  • Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
  • Devised and implemented marketing strategies to attract new clients.
  • Calculated net income and adjusted strategies to increase income and bottom-line profits.
  • Delivered excellent customer service to clients and employees.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Delegated work to staff, setting priorities and goals.

Owner/Operator

The Cleaning Authority
05.2003 - 03.2015
  • Scaled a cleaning franchise to over 800 customers, managing a team of 40 employees and all aspects of operations
  • Nominated for "Resale of the Year" after acquiring another location and successfully integrating the new territory
  • Led the business to over $1.5 million in annual revenue by the time of sale in 2015.
  • Analyzed market trends and customer feedback to identify opportunities for growth.
  • Managed daily operations of the business, including staff, sales, inventory, and accounting.
  • Created marketing strategies to drive revenue and increase brand visibility.
  • Conducted regular performance reviews of staff members to ensure efficiency and productivity goals were met.
  • Resolved customer complaints promptly and professionally in order to maintain a positive reputation for the business.
  • Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
  • Provided leadership support for team members through coaching and mentorship programs.
  • Set pricing structures according to market analytics and emerging trends.
  • Calculated net income and adjusted strategies to increase income and bottom-line profits.

Education

Bachelor of Arts in English and Communications -

Texas A&M University

Skills

  • Sales Leadership
  • Client Relationship Management (CRM)
  • Strategic Planning
  • Team Leadership & Development
  • Certified Business Intermediary (CBI)
  • Certified Mergers & Acquisitions Professional (CM&AP)
  • Business Development
  • Team Management
  • Financial Acumen
  • Negotiation & Deal Closure

Certification

  • Certified Business Intermediary (CBI), International Business Brokers Association (2024)
  • Certified Mergers & Acquisitions Professional (CM&AP), (2024)
  • Transworld Business Advisors Gold President’s Club Award (2023)
  • Licensed Texas Real Estate Agent (since 2022)
  • Ranked in the top 1% for closed deals, Transworld Business Advisors (2022)
  • Multi-Unit Franchise Partner of the Year, Blo Blow Dry Bar (2019)

References

References available upon request.

Timeline

Business Broker & Sales Leader

Transworld Business Advisors – South and West Texas
01.2021 - Current

Owner/Operator

Blo Blow Dry Bar – The Woodlands & The Heights, TX
05.2013 - Current

Owner/Operator

The Cleaning Authority
05.2003 - 03.2015

Bachelor of Arts in English and Communications -

Texas A&M University

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KATIE HOLDITCH