If you own a strong Arizona business, there is a good chance someone has called, emailed, or “casually reached out” about buying it. Maybe it was a strategic buyer.Maybe private equity.Maybe a search funder.Maybe a competitor.Maybe a broker who says they “have a buyer.”Maybe someone using the words “family office.”… Read More »Buyer Calls Are Not an Exit Strategy
What a wonderful and energizing WATT meeting. Kay McDonald kicked us off with beautiful items from Seeds for Autism and their wonderful thrift store, along with a great conversation about new box ideas and ways to continue supporting their meaningful work. Barbara Kaplan followed with a thoughtful “call a friend” moment, bringing Michell Brown with… Read More »Energizing Mornings
Wow. I am incredibly honored to have been selected by Erin Crawford for the IBBA 2025 Chairperson’s Award. There are so many amazing people in our profession, which makes this recognition especially meaningful. Throughout my career, I’ve believed that when we help others succeed, we all win. Our clients benefit,… Read More »IBBA 2025 Chairperson’s Award
Scottsdale is thinking bigger — and smarter. At a recent Scottsdale Chamber panel, the discussion around Scottsdale Airport, economic development, and regional aviation made one thing clear: this is not just about air traffic. It is about business growth, workforce readiness, infrastructure, innovation, and the future of the region. One of the… Read More »Scottsdale Momentum
What a fun and memorable evening at our WATT Happy Hour Monday night. We gathered to shop, connect, catch up with WATT sisters, and spend time with women interested in learning more about WATT — and it was a lovely reminder of how special this community truly is. A huge thank you… Read More »Boutique Bonding
What an energizing WATT morning. Dorie Morales got us thinking about sustainable travel and how the small choices really do add up. From aluminum Solo cups to foldable straws to toothpaste tablets, the conversation was practical, lively, and a great reminder that being more thoughtful does not have to be complicated. Marcy Maslov shared… Read More »Accomplished Women
Still buzzing from our ProVisors discussion with Shannon Smith. Shannon kicked things off with a fascinating history of the Federal Reserve, then brought it home with perspective on the 12th District — the San Francisco Fed — which represents: That is a serious footprint. The Q&A was energetic, thoughtful, and… Read More »Business Signals
Another impactful morning at WATT. We began with Wendy Anderson , who shared some of her life highlights, and the rest of the morning centered on insurance, employee benefits, and smart healthcare decisions. It was a conversation packed with practical value. From medical, dental, and vision to legal plans, pet insurance,… Read More »Smart Benefits
Wow, what an energetic morning at WATT. From the moment I walked in, the room was alive. The vibe was strong, the conversations were flowing, and the energy was absolutely contagious. Shannon Fox brought both heart and style as our presenter, sharing pieces of her life journey along with beautiful Derby… Read More »Electric Energy
What an amazing Kentucky Derby WATT social last night. Thank you to Dyan Haugen and Ginger Clayton for creating such a beautiful and welcoming evening with perfect weather, fabulous decorations, and wonderful hospitality. Dawn’s delicious bites kept everyone happy, the mint juleps were in full supply, and the energy all night was just fantastic.… Read More »Kentucky Derby WATT Social