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Winning Elves

Oh WATT fun at WATT this morning! Melissa Swader kicked things off with a lively round of member trivia — complete with the most creative Christmas-themed clues. Our sharp-minded Elves (Michelle Tran, Juliet Peters, Dyan Haugen, Laura Piel, Monica May Dunn and Wendy Look) took the win by nailing the… Read More »Winning Elves

Trusted Partners

At our ProVisors meeting, one of the standout best practices is sharing real stories of how another member has stepped up to support a client—or even one of us. This morning, Gary Leneway delivered an incredible testimonial about how Brian Trouette truly saved the day. For roughly the same premium… Read More »Trusted Partners

Business Blessings

As the holiday season rolls in, I’m reminded of how many blessings there are to count. Ronda Ebert has brought together an exceptional community of Cave Creek business owners and advisors—people who genuinely care about collaboration and growth. Yesterday, I had the honor of speaking about business sales alongside the… Read More »Business Blessings

Powerhouse Connections

Fantastic meeting this morning—what a privilege to learn more about the incredible women at Bankers Trust and the impressive benefits they offer. For my Cave Creek community: if you haven’t met Ronda Ebert, you’re missing out on an exceptional private banker. She brought her supervisor, Susan Rathjen, in from Iowa,… Read More »Powerhouse Connections

Shannon Fox’s Kiss Me Kate

What a great way to kick off the morning — time with my WATT sisters exploring the beautiful new location of Shannon Fox’s Kiss Me Kate. We shopped, we laughed, and we enjoyed fantastic treats from Benedict’s Catering (thank you, Dawn!). Everyone walked away with fabulous finds (right Monica May-Dunn)!… Read More »Shannon Fox’s Kiss Me Kate

Tip #083 Partners, Investors and Spouses must all be in agreement to sell the business.

There are many stories of partners, investors or spouses showing up right before closings or even at closings to express their opposition to the sale.  Obviously, in those situations there are existing conflicts which have not been worked out between the parties. In the early stages of planning the exit… Read More »Tip #083 Partners, Investors and Spouses must all be in agreement to sell the business.

Big Conversations

Unexpected lessons. Rare jewels. Big conversations. Exactly what I needed today. So thankful I rolled out of bed and made it to WATT this morning. What an energizing way to start the day. We heard from our talented jeweler, Roya Athanasopolous, who shared stories from her early days in jewelry… Read More »Big Conversations

Powerhouse women

Powerhouse women. Real connections. Unstoppable momentum.  So grateful for this incredible M&A tribe — women who lift, inspire, and lead with purpose. Huge thanks to Robin Siers (JonesSpross) and Ayelet Shipley (Speed M&A by JonesSpross) for sponsoring an amazing evening celebrating women in M&A, and to Carrie Kerpen (The Whisper Group) for sharing… Read More »Powerhouse women