Skip to content

General

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

Business Blessings

As the holiday season rolls in, I’m reminded of how many blessings there are to count. Ronda Ebert has brought together an exceptional community of Cave Creek business owners and advisors—people who genuinely care about collaboration and growth. Yesterday, I had the honor of speaking about business sales alongside the… Read More »Business Blessings

Powerhouse Connections

Fantastic meeting this morning—what a privilege to learn more about the incredible women at Bankers Trust and the impressive benefits they offer. For my Cave Creek community: if you haven’t met Ronda Ebert, you’re missing out on an exceptional private banker. She brought her supervisor, Susan Rathjen, in from Iowa,… Read More »Powerhouse Connections

Shannon Fox’s Kiss Me Kate

What a great way to kick off the morning — time with my WATT sisters exploring the beautiful new location of Shannon Fox’s Kiss Me Kate. We shopped, we laughed, and we enjoyed fantastic treats from Benedict’s Catering (thank you, Dawn!). Everyone walked away with fabulous finds (right Monica May-Dunn)!… Read More »Shannon Fox’s Kiss Me Kate

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.