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?
We kicked off with an insightful discussion on ethics, led by our very own Marcy Maslov, exploring “The Ethics of AI – Things We Need to Consider to Keep Ourselves Safe.” Next, Dawn Kennington-Bejar presented on what she and her team at Benedict’s Catering do—delicious food and top-notch event services!… Read More »WOW WATT Breakfast
I had the pleasure of speaking with Col. Tillman (prefers Mark) last night—he was not only knowledgeable and kind but also had a few hilarious stories, so I knew today’s session was going to be engaging! Here are my key takeaways from his presentation: What was your biggest takeaway from the event,… Read More »Colonel Mark Tillman
Grateful for the opportunity to share insights on industry trends—business sales, valuations, and key metrics by business size—with my incredible WATT sisters! What I love most about this group is the willingness to ask thoughtful questions and openly share experiences. A special shoutout to: Dyan Haugen for planning some incredible trips… Read More »Great WATT Breakfast
What an incredible evening with the International Wine and Food Society of Paradise Valley at the Old-World vs. New-World Wine Pairing event held at Paul Martin’s American Grill! A huge thank you to Ross Ryden & team and our fabulous “wine fairy,” Hailey, for making it such a memorable experience.… Read More »Wine and Food Society of PV at Paul Martins American Grill
Gary Johnson thanks for organizing the first 2025 Pro Visors Hike. It was great way to start the new year and looking forward to many more. Kristyn Carmichael, Esq, CDFA Leighton Tyau David Ademola Christopher Mortvedt Lisa Riley Benjamin Greenberg
What an incredible start to the 2025 Integro Bank CEO Club Program! Chris Camacho, CEO and President of GPEC, delivered an outstanding presentation. It was fascinating to hear about recent developments, future plans, and even the story of Chris’s first paper route and entrepreneurial journey!
Wow, what an amazing WATT meeting this morning! Ginger Clayton kicked things off by sharing the inspiring history of Elontec, highlighting their journey of pivoting, rebranding, and growing—all while staying committed to charity and having fun along the way. Tiffany Halperin gave us an insightful update on living in areas… Read More »WATT Meeting This Morning