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Lisa Riley

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

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

WATT Morning Meeting

Wow! What an amazing WATT meeting this morning! We met new amazing members, had a full house, and learned great financial retirement information (thanks Joyce!), wine education (Thanks Peggy), and moon info & India’s success (thx Elaine).

BCG Accelerent Roundtable

I attended an amazing early morning Accelerent Roundtable this morning hosted by Benefit Commerce Group!  Will Morey provided breakfast and we learned more about our synergistic opportunities to assist other executives. I had the pleasure of spending the morning with following professionals: Will Morey from Benefit Commerce Group, Thomas Earl… Read More »BCG Accelerent Roundtable