deltabusinessadvisors

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Average time to sell a small to mid-size business is 6–9 months? Selling takes patience—but preparation speeds things up. * Curious what your business is worth? Let’s talk. #BusinessBroker #BusinessSale #ExitPlanning #Entrepreneurs Read the full article

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Download: https://www.deltabusinessadvisors.com/wp-content/uploads/2025/08/MP-q2-2025.pdf Read the full article

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Grateful for another vibrant morning with my amazing WATT sisters! Ginger Clayton kicked things off with a warm welcome to our returning member, Michell Brown—what a fun surprise to learn she’s married to Bennett (yes, that Bennett)! Elaine Ferguson took the floor next to debut her company’s refreshed brand identity, beautifully brought to life with a new website (thank you Heather!) and stunning photography (well done, Karianne!). While the visuals were striking, the real powerhouse is W5 Technologies, Inc.'s product: Mighty Muoos—a game-changer in secure communications, especially for mission-critical government systems. But what struck us most was Elaine’s heartfelt reflection on her 15+ years with WATT. Her story reminded us that this group is more than networking—it’s about deep friendships that have stood the test of time through life’s biggest milestones: engagements, weddings, births, illnesses, and even loss. We are stronger together. Monica May-Dunn followed with exciting news—they’re once again servicing loans! This is a real win for dealmakers of all kinds, whether it’s a business acquisition, a seller carryback on a home or land sale, or any private note arrangement. Several of my clients have benefited directly from this service, which eliminates the hassle of tracking interest, principal, and payments. For just $19/month (typically split between parties), both buyers and sellers get peace of mind with a simple, streamlined process that removes complexity and ensures everything runs smoothly. Karianne Munstedt continued the authenticity with her moving personal story, reminding us that “Real is the New Perfect.” A message that resonated with many of us. And Dorie Morales wrapped up by educating us on the hidden toxins in beauty products—up to 19 harmful ingredients in everyday items. Ladies, it’s time to get mindful.  Mark your calendars for upcoming Green Living events: Sept 23 – Repurposed Fashion Show at CopenhagenOct 18 – Green Living's “Best Of” event + 15 Year Anniversary Even after the meeting ended, conversations flowed for another 30 minutes. Because when women lift each other up—business, life, and friendship thrive. #WATTsUp #WomenInBusiness #StrongerTogether #RealIsTheNewPerfect #BusinessSisterhood #GratitudeAndGrowth #MissionDriven Read the full article

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This Morning’s ProVisors Meeting = Trust in Action Testimonials. Thank-yous. PayDays.When members consistently refer each other, you know the trust is real. Shout-out to Charl Riggs for the best testimonial to Scott Boyer — and scoring a PayDay! We also stared our client case study series — real stories, real problems, and how we fix them. I kicked off the series by opening with the reality seen in business sales: - Failed seller carrybacks - Family/employee transitions gone wrong - Unmet expectations around value or future lifestyle …and then walked through a successful process that avoided those pitfalls. Other highlights: - Gary Leneway  – The right tax strategy saved hundreds of thousands - Rachel Durkot – Fractional CFO & compliance support for businesses - Keith Klein – Helping high net worth families, even educating the kids on cash, stocks & bonds Hearing these stories reinforced that across every field — M&A, tax strategy, compliance, family wealth — the wins come from planning early, anticipating risks, and addressing them before they turn into expensive fixes. That’s why we meet, connect, and share openly in ProVisors — because the best solutions happen before there’s a problem. Read the full article

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Enjoyed a fantastic evening at Accelerent HH at Heidi’s—thank you, Tanya Schmit, for hosting such a wonderful event! The delicious food, lively music, and creative bar beverages set the perfect stage for making meaningful connections. Reconnecting with familiar faces and meeting new ones truly made the night special. A highlight was catching up with Marc Pierce and the outstanding Think Pro team, strategically positioned near the bar for a memorable celebratory toast. If you’re looking for dedicated professionals in commercial real estate, printing & promotional products, or company catering, I highly encourage you to reach out to these exceptional companies. You won’t be disappointed! Read the full article

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Wow—another inspiring morning with the WATT community! What I love most about this group is how real we get, both personally and professionally. Ginger Clayton opened our meeting with a powerful story, reminding us that we all have a hand up and a hand down: there’s always an opportunity to lift others as we climb and to receive support from those ahead of us. Umbreen Kazmi then bravely shared some of her own life experiences, adding even more depth to the conversation. Heather Locke impressed us with a new website she created for one of our amazing members—her talent and dedication shone through. Wendy Look gave us a glimpse into her world of insurance (and yes, some of us still remember typewriters with covers she played with as a young girl!). And Marcy Maslov wrapped up our morning with games, reinforcing that we learn best through play. Her ethics game is truly amazing—if your company faces a challenge, she’s definitely the one to call. So grateful for these incredible women and the supportive community we’ve built together! Read the full article

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Feeling truly honored to be part of the WATT community! Huge thanks to Umbreen Kazmi for the delicious breakfast and warm hospitality — you’re a wonderful hostess and guide. And a shoutout to Kariane Munstedt, our talented photographer, for capturing this fantastic moment (even in the morning heat!). Grateful for the connections, conversations, and camaraderie. If you’re interested in learning more about this amazing group of top-notch women, please don’t hesitate to reach out — I’d love to share more! #Gratitude #WATTCommunity #Networking #Leadership #WomenSupportingWomen Read the full article

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What a fantastic morning spent with my incredible WATT sisters and guests at the beautiful Soal Wellness! Thank you for hosting us, Julie Hinman! We shared laughter, swapped vacation stories (Italy was a popular destination this year!), and enjoyed a beautiful breakfast together. These moments of connection and support are what make this group so special—strong women showing up for each other in life and business. Until next time, ladies. Grateful for you all. #WomenSupportingWomen #ConnectionMatters #BusinessAndBalance #Gratitude Read the full article

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A big thank you to our generous host, Jonathon Keenan, and our insightful presenter, Gary Johnson! Jonathon never disappoints—with those signature breakfast burritos, spacious meeting room, and yes, the essential 7am coffee! Gary delivered a fantastic presentation on the art of the testimonial—ProVisors-style—highlighting both the do's and don'ts when sharing. Another high-value meeting surrounded by tenured professionals—each with 10+ years of deep expertise in their respective fields. It’s reassuring to have such a strong bench to support any client challenge that comes our way. Exciting to see the Phoenix Metro groups continuing to grow with top-tier individuals. The caliber of professionals here is unmatched. Read the full article

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Had a fantastic time connecting with 11 other powerhouse authors from the 6 Figure Chick book series during our Modern Luxury photo shoot. Grateful to Mel and all the brilliant, accomplished women who are not just building their own legacies—but are committed to helping other women rise and thrive financially. This is what collaboration and purpose-driven success look like. #WomenInBusiness #SixFigureChick #ModernLuxury #CollaborationOverCompetition #EmpoweredWomenEmpowerWomen Read the full article

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There are many items that buyers for a business will want to see, but the most critical are the Profit & Loss Statements, Balance Sheets and Tax Returns for 3 - 5 years. These documents must be current, accurate and readily available. Buyers, their accountants and advisors will closely scrutinize these "report cards" which will serve as a basis to determine cash flow and value. In preparing a business for sale, these documents need to be collected, reviewed for accuracy and ready to be presented. Read the full article

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A huge thank you to Ginger Clayton for graciously hosting our WATT HH (Happy Hour)!Special thanks to her daughter Jeni for the fabulous nibbles, and to Sweet Creations for the absolutely delectable mini pancakes—what a treat! It was a wonderful evening of connection, conversation, and community. I truly enjoyed the chance to get to know our incredible WATT sisters (and some potential new ones!) on a more personal level. These relaxed, meaningful moments remind me just how inspiring and supportive this group of women really is. Until next time! #WATT #WomenSupportingWomen #Networking #Community #Gratitude #Leadership #Connection Read the full article

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Integro CEO Club Blew It Out of the Park! Over 180 professionals packed the room for this month's CEO Club to hear directly from top Arizona CFOs on “Strategy Through Time: Learning from the Past, Navigating the Present, and Shaping the Future.” Donald Laughlin kicked us off with compelling insights from CFO survey data on what’s really happening inside AZ. Then the powerhouse panel—Adrian Brown, Jackie Wallace, and Steve Park—delivered a masterclass in modern CFO leadership. - Key Takeaways: - Today’s CFO must be a forward-thinking strategist, not just a financial historian - Success demands accurate, timely financials—because you simply can’t fly blind - Strong CFOs communicate, collaborate, and lead across the C-suite, breaking down silos - Financial planning, data analytics, and risk management are now core to the role - It’s all about getting the right people on the bus and steering toward sustainable growth Hearing Steve reflect on managing cash during uncertainty, or Donald on navigating zero revenue for four months across 18 gym locations, was a powerful reminder of what resilience and strategic thinking really look like. Grateful to be part of a room filled with energy, ideas, and leadership. This is what community and continuous learning are all about. #CFOLeadership #CEOClub #StrategicFinance #BusinessLeadership #PhoenixBusiness #CLevelInsights Read the full article

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Another Energizing WATT Wednesday! What a fantastic morning with my incredible WATT sisters! Ginger Clayton kicked things off—already stepping into leadership a few weeks early with her usual grace and strength. Melissa Swader followed with a smart breakdown of social media do’s and don’ts—always relevant and eye-opening. Then Shannon Fox brought us up to speed on trending footwear and shared her exciting news—she’s moving into a space formerly held by another WATT sister (love when things come full circle!). AnneMarie Haenfler wrapped us up with a whirlwind of insight—who knew acronyms like NIMBYs, BANANAs, CAVEs, LULUs, and TTAPs could be so enlightening and relevant? Grateful for this group that never fails to inspire, educate, and uplift. Thank you, ladies! #WATTWomen #Leadership #Connection #LearningTogether #WomensNetwork Read the full article

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OMG—what an incredible breakfast this morning! A huge thank you to Lee & Associates and McGill Law Firm for co-hosting the Accelerent Breakfast—what a way to start the day! Hearing from Dan Clark, Hall of Fame Speaker, Bestselling Author, and Global Leadership Expert, was truly inspiring. He didn’t just speak—he moved the room. The insight that hit home most?“You want everyone to say: I like me better when I’m with you.” That’s the kind of leadership and presence we should all strive for. #Accelerent #Leadership #DanClark #BusinessNetworking #Gratitude #Inspiration #ProfessionalGrowth Read the full article

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Had a fantastic ProVisors meeting this week! We kicked things off by identifying and sharing our client stories—real examples that help each of us become better, more informed teammates when serving our clients. It’s powerful to see how collaborative insights can elevate everyone in the room. Then we had the pleasure of learning from two of our group’s go-to experts, Steve Biddle and Kiffany Schoeman, who shared the latest trends and must-know updates on employment law and the labor market. Their insights were timely, practical, and incredibly relevant for today’s business leaders navigating workforce challenges. Grateful to be part of a group that prioritizes both collaboration and cutting-edge knowledge. #ProVisors #Collaboration #EmploymentLaw #LaborMarket #BusinessLeadership #ProfessionalNetworking Read the full article