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Arizona Escrow and Financials’ 3rd Annual Holiday Open House

A big thank you to Arizona Escrow & Financial Corporation for hosting their annual holiday open house! The event was a delight, featuring incredible music, delectable bites from Benedicts Catering, and a delicious apple-inspired signature beverage. It was a wonderful way to celebrate the season!

Reason Sold in Q3 2024​

What’s Driving Business Owners to Sell? According to the IBBA/MAS 2024 Market Pulse Q3 Report, retirement is the #1 reason business owners successfully sell their businesses. However, motivations shift depending on business size: Burnout drove 20% of owners to sell businesses valued under $500,000.Recapitalization motivated 20% of owners in the… Read More »Reason Sold in Q3 2024​

Tip #072 Will the company qualify for a business acquisition loan?

There are many reasons that purchasers of businesses are turned down for acquisition loans.  Oftentimes the price of the business is too high and the cash flow of the business can’t support servicing the debt. Sometimes the assets to be used for collateral are inadequate.  But the banks and the… Read More »Tip #072 Will the company qualify for a business acquisition loan?

The Succession Table

A big thank you to Arizona Escrow for the invitation and sponsorship at The Succession Table last night! It was a fantastic event, and I’m grateful to be part of such an insightful evening.

ROI Properties Event

I had an incredible time at last night’s Women’s Fall Frolic in the courtyard! Bridge and Sydney Shields welcomed us with such warmth and helped make the evening special. Huge thank you to Beth Jo Zeitzer and the team at ROI Properties for putting together a fantastic event! #FallFrolic #Networking… Read More »ROI Properties Event

November WATT Morning Meeting

This morning’s presentation by Tiffany Halperin at WATT was insightful, shedding light on water challenges faced by small towns. Thank you, Tiffany, for sharing your expertise and knowledge!