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General

Planning

Had a fantastic evening at Kiki Rae’s planning the next quarters Accelerent events with Allison

WATT Sisters

Always in awe of the wisdom shared by my WATT sisters! This morning, Denise Kaye offered an essential checklist that everyone should consider, especially as we and our parents grow older. Additionally, Barbara Kaplan illuminated the intrinsic interior designer that resides in all of us. Grateful for such enriching discussions… Read More »WATT Sisters

Accelerent/Benefit Commerce Group Home Improvement Subgroup

I’m continually intrigued by the insights from our Accelerent Partners. It began with a thoughtful chat with Neil Frederickson on the antitrust implications of PEG’s consolidation of physician practices. Several informative topics were touched upon, including: Always enlightening to learn and grow with such professionals! 🤝📈 #AccelerentPartners #BusinessInsights

WATT Presentation

Thrilled to share a moment from my presentation with esteemed WATT business owners and leaders. Together, we explored the invaluable insights owners wish they had before selling. By examining various business archetypes (hobby, job, lifestyle, saleable), we discussed the aspirations, reflections, and strategies for a well-timed, informed exit that aligns… Read More »WATT Presentation

Successful Closing

Thrilled to announce another successful closing at Arizona Escrow & Financial Corporation. A special shoutout to our Escrow champions – Monica May-Dunn, Annette Anderson, and Darci Finsterwalder – along with the steadfast efforts of Tim Collins and lender team.  Gratitude to both the buyer and seller for their trust and… Read More »Successful Closing