Now that PPP has been applied for and/or received, what’s next? This 30 minute or less webinar focuses on how to ensure loans are forgiven with the most up to date information as of 5/21/2020.
Webinar has ended. Thank you for attending. We’ll be back in 2 weeks.
With core values of integrity and objectivity, Helen brings decades of finance experience and deep business expertise to the clients she serves. A trusted, long-term business advisor, Helen has directed accounting and finance functions in numerous organizations. She understands how to effectively manage both people and profits. Her genuine leadership skills and business insights generate confidence with every
entrepreneur-driven company she helps.
Helen started working the day she turned 16 as a car hop at Eat’n Park in Sewickley, PA. After that, her real career began in corporate America when she started a full-time job at 18. She went to night school to get her degrees. Once she achieved that, she never stopped. She worked for Bayer Corporation for 36 years, starting as an AP clerk and worked her way up to a Clevel executive. Her work often took her to Germany. Helen shared, “You could say, I’m a workaholic. I’ve always loved what I do, well most of the time!”
Juliet’s experience is diverse – giving her a unique perspective into the day to day issues facing businesses. First, she understands re-invention. Law is actually a second career having spent her first as a journalist in television news for almost a decade. After completing her JD, cum laude at ASU in 1998, she began her legal career as a civil litigator at a large Phoenix firm, tackling complex commercial disputes. She has worked in the public sector supervising 380 lawyers and staff statewide as the Division Chief Counsel for the Child and Family Protection Division of the Attorney General’s Office.
Juliet knows what it is like to work inside a business gaining her most valuable transactional experience as a Vice President and In-House Counsel for a large Phoenix ice cream franchisor. Juliet not only handled the company’s regulatory disclosures and helped run the legal department, but she also worked with the heads of all of the company’s business units including Human Relations, Real Estate, Marketing, Franchisee Relations and Product Development. She was regularly tapped by C-suite executives to assess and address crisis situations, strategic issues and help guide interdepartmental business initiatives.
In looking for people to work with – as clients, as consultants, as referral partners, and as team members – we seek those who share our values: integrity, passion, and energy/momentum. With these, we create a winning position for Business Owners, current and future, to move into the next phase of their lives…
Lisa Riley is the founder and president of Delta Business Advisors. In the Business Brokerage and M&A industry since 2011, Lisa is a recognized leader in the field, providing advisory services to business owners in the lower middle market and main street.
Lisa is the past chair of the Arizona Business Brokers Association (AZBBA) and is the incoming (2021) chair of the International Business Brokers Association (IBBA). She spearheads the quarterly IBBA/M&A Source Market Pulse Survey, which was created in 2012 to gain an accurate understanding of the market conditions for businesses being sold in Main Street (values $0-$2MM) and the lower middle market (values $2MM -$50MM). This survey provides a valuable resource to business owners and their advisors.
Lisa’s industry knowledge and large network of business owners and advisors ensures business owners maximize their results when it is time to sell or purchase a business. With thousands of businesses in the Phoenix metro and throughout Arizona, Lisa has access to a broad spectrum of business types and sizes.