Catherine Phillips
Connecting Owners to What’s Next
After nearly 30 years of owning and operating Phillips Precision, Cathy understands what it takes to build a successful business and how personal it can be to decide what comes next. As Director of Marketing and Business Development at George & Company, she draws on her experience as an entrepreneur and former client of the firm to connect business owners and trusted advisors with the right resources for a successful transition.
Referral Program
Cathy Phillips values the trust of her colleagues, clients, and professional partners. Many important relationships begin with a simple introduction from someone who knows a business owner well and believes they may benefit from a confidential conversation about value, timing, succession, or transition planning.
If you know a business owner who may be considering a sale, valuation, succession plan, or ownership transition, Cathy would welcome the introduction. She connects owners with the appropriate George & Company advisor, whether they are planning ahead or ready to take action now. Starting the conversation early can lead to better preparation, stronger marketability, and better outcomes.
Who Makes a Good Referral?
Why did I Join George & Company?
“I wanted my next chapter to combine my entrepreneurial spirit for building business with a company I believe in.
Joining George & Company – a firm I trusted to sell my own business – lets me do exactly that. Now I get to tell the community about the hundreds of success stories, reach more entrepreneurs (including women owned businesses), and make sure every business owner knows there’s a trusted path to their perfect exit.
George and Company is easy to promote – we are a team that treats every company like the legacy it is”.
CATHERINE PHILLIPS
Director of Marketing and Business Development
Our referral fee
As a thank-you for qualified referrals that result in a signed listing agreement and a successful closing, George & Company pays a referral fee in accordance with our policy and any applicable legal and ethical requirements. The referral fee is paid after the transaction closes and George & Company has received its compensation.
Cathy believes in transparency and is happy to discuss the details in a clear and professional way.
How referrals are handled
When you refer someone to Cathy, she handles every introduction with care, confidentiality, and respect. If appropriate and with the client’s permission, she can provide general updates on progress as the matter moves forward.
George & Company also takes compliance seriously. Referral fees and introductions are handled only in a manner consistent with applicable laws, licensing rules, disclosure requirements, and professional ethics standards.
Our commitment
Cathy understands that a referral is a reflection of your trust. Her goal is to treat every introduction well, communicate professionally, and make the process easy for the client while respecting the relationship that brought them together.
Submit a Referral
If you would like to refer a client, colleague, or business owner, please contact George & Company. We appreciate the opportunity to help.
Referral fees are paid only for qualified referrals that result in a closed transaction and only to the extent permitted by law, regulation, and applicable professional ethics rules.