Thank you, Integro Bank, for the honor of presenting “Wake Up or No Deal” alongside John Chionchio. I was thrilled with the thoughtful questions, audience participation, and the overall enthusiasm in the room!
I had the absolute pleasure of spending Sunday with some amazing people—new and longtime friends—at Topgolf, all coming together to support a powerful cause: the Arizona Diaper Bank. This incredible organization provides vital resources for families struggling with the high cost of basic needs: Huge shoutout to Founder Ginger Clayton… Read More »Arizona Diaper Bank
Another fantastic WATT meeting! Kari Munstedt kicked things off by sharing her exciting new business venture—already landing her first two clients, Elontec & AZ Escrow. Way to go, ladies! Denise Kaye brought valuable insight into Parkinson’s awareness, reminding us all of the importance of staying informed. Heather Locke followed up… Read More »Another Fantastic WATT Meeting
A huge thank you to Touchstone wealth for inviting us to the Accelerent Touchstone Open House. A Great chance to catch up with everyone.
Just like there are doctors who have various specialties, there are attorneys who have different specialties as well. The sale of a business requires an attorney who has strong experience in business transactions. Oftentimes a seller or a buyer wants to use the services of a trusted attorney they have… Read More »Tip 076 – Using the right kind of attorney is essential in the sale of a business.
Meeting with friends at the Women with Vision Conference & Awards Ceremony in Phoenix.
Another amazing WATT meeting! Dyan Haugen blew us away with her invaluable travel tips—how to navigate overcrowded destinations, discover must-visit spots and where to exchange currency. Thank you for sharing your expertise! Ginger Clayton inspired us with her personal journey which led to the creation of The Diaper Bank of… Read More »WATT Women Supporting Women
What a fantastic morning at WATT! A huge thank you to Wendy Look for the insightful case study on transitioning from a PEO to separate services and the deep dive into insurance. Maryann Richardson, your overview of upcoming banking items was incredibly helpful, and Marcia Ritter, your breakdown of the… Read More »WATT Recap A Morning of Insights and Connections!
I had the privilege of speaking at the AZBBA meeting about the IBBA & M&A Source. My goal was simple: to share insights and resources that brokers can apply in their practice to better serve their clients and help them navigate the path to a successful closing more efficiently. Always… Read More »AZBBA, IBBA & M&A Source
As we all know, you only make the first impression once. And yes, there is “curb-appeal” to a business. So it is important that the company looks good to prospective buyers. When tours are given, the flow to the operation should make sense and look efficient. The facility should be… Read More »Tip 075 Does the business show well?