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Lisa Riley

Sip & Connect

Thank you, Ronda Ebert, for organizing our morning gathering at Janey’s Coffee Co. & Bodega! It was great connecting with so many incredible local business owners—Maxx Anderson, Cameron Kunieg, Leeanne Gardner, Susan Stanton, and others. A quick cup of coffee, meaningful conversations, and genuinely great people made for an energizing… Read More »Sip & Connect

Pragmatic Optimism

I’m so glad I attended the Integro CEO Club event, “Economy in Focus: Decoding 2026 Market Trends for Smarter Business Growth,” featuring Dr. John Min and Sandra Watson. Two key takeaways really stood out: • Macro-level economic indicators are largely positive, signaling that the broader economy is in a solid… Read More »Pragmatic Optimism

Bold Conversations

We had the pleasure of welcoming Amy Hoffman to her first WATT meeting today! It wasn’t our typical agenda, but I was reminded—again—of the power in this group. These women can dig into organizational policies, debate respectfully, and reach consensus, even when perspectives differ. That’s true leadership in action. Thank you, Juliet… Read More »Bold Conversations

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

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