Our Local Business Office


Helen Liu, President of Sunbelt Business Advisors, Greater Bay Area, acquired the reputable Silicon Valley office from it’s founder, Joan Young, in May of 2020. She made the transition from her career in Commercial Banking and Lending when the opportunity arose to use her experience and understanding of business finance, and her education in law, to help business owners plan and execute their exit strategies. Helen brings with her 20 years of working with a wide range business owners, with revenues ranging from $500,000 to $100,000,000, and holds a Juris Doctorate degree from Seattle University.

Sunbelt Business Advisors, Greater Bay Area office, located in Santa Clara County, is part of the largest business brokerage/intermediary firm in the world. We have been successfully matching buyers and sellers since 2000. The office of Sunbelt Business Advisors, Greater Bay Area and its team serves Santa Clara County, Santa Cruz County, San Mateo County, San Francisco County, Monterey County, San Louis Obispo County, So. Alameda County and beyond.

Since opening the first office in 2000, Sunbelt Business Advisors, Greater Bay Area has grown with highly competent business brokers. Sunbelt services all of the Greater San Francisco Bay Area for qualified sellers and buyers in manufacturing, wholesale distribution, food, the health care industry and business and personal services. We pride ourselves for having a successful closing ratio of 73% vs. the national average of 23%.


Helen Liu, JD

Principal Broker, and Owner of Sunbelt Business Advisors, Greater Bay Area

JC Myer

Operations Manager

John LaMay, CBB

Senior Business Advisor & M&A Advisor

Jordan Zweigoron, CBB

Senior Business Advisor & M&A Advisor

Brian Bacher

Business Advisor & Mainstreet Specialist

Steve Schaub

Business Advisor & Mainstreet Specialist

Helena Li

Business Advisor & International Investor Specialist

Rick Teh

Business Advisor & Mainstreet Specialist

World’s Largest Business Brokerage


  • Largest Main Street and Lower Middle Market business intermediary firm in the world
  • More Certified Business Intermediaries (CBI) than any other firm
  • More business-for-sale listings than all major competitors’ combined
  • Thousands of registered business buyers looking for just the right business

Market Presence

  • We have the largest proprietary database of business listings and buyers in the world.
  • We have more $1m+ listings than the competition COMBINED.
  • The average asking price for a business listed with Sunbelt is $831,858.
  • Our total business-for-sale listings value typically exceeds $3 BILLION dollars.

Internet Presence

  • We generate more monthly, organic website traffic than the franchised competition, combined.
  • Our API feed relationships with top, third-party websites automatically feed your Sunbelt listings to their searchable databases, without additional time or expense for you, and generate additional buyer lead flow.

Where We Are Today

Sunbelt has grown at a dramatic pace, with hundreds of franchise offices around the world. During the past several years, our network of offices has spread through Canada and expanded into the UK, China, Scandinavia, the Middle East, Southeast Asia and Australia with many more openings to come. On February 1, 2006, Sunbelt was acquired (via the sale of its assets) by MMI Business Brokers, LLC (MMIBB). MMIBB is a wholly owned subsidiary of Merrymeeting Inc., a company that specializes in acquiring and developing franchise systems. MMIBB exclusively does business under the name of Sunbelt Business Advisors Network and is herein referred to as Sunbelt.

Sunbelt focuses its operating activities on selling Sunbelt franchises and providing services to Sunbelt’s franchisees. All brokerage and other services provided to business buyers and sellers are provided by independently owned and operated franchisees of Sunbelt. Sunbelt is the world’s largest network of business broker offices. The Sunbelt network has hundreds of offices worldwide.

Core Values

  • Honesty: We strive to provide a service you can depend on to provide honest, transparent information and advice. No matter the state of your transaction, you will always be able to count on us to tell you the truth, and give you all the facts, to offer a suitable solution and make a sound decision.
  • Clarity of purpose: We agree on clear outcomes for our work with you, then work towards them conscientiously. We regularly provide up-to-date reporting on progress, allowing our clients to clearly see the added benefit we bring as well as identify any problem areas that need addressing.
  • Respect: As the golden rule states, we treat you as we would wish to be treated, respecting your views, needs, and wants at all times. This translates into all aspects of our business from communication to deal negotiations.
  • Business success: We aim to make our business a profitable one, rewarding partners and investors for trusting us with their funds. Our track record speaks for itself: we will not be successful unless you are.
  • A culture of continuous improvement: We are dedicated to providing an exceptional business brokerage service and to always seek ways of maximizing outcomes and minimizing costs across all our operations.

Company History

Sunbelt began operations in 1978 in Charleston, SC. Sunbelt prospered as a single office operation until 1991 when Ed Pendarvis, Sunbelt’s founder, formed a partnership with an individual to open an office in Greenville, SC. The partnership method was used to open additional offices in Charlotte, NC; Columbia, SC; and Spartanburg, SC. In each case, Sunbelt was the largest business brokerage firm in each market within a few months of opening.

In May, 1993, the License Offering Circular was approved, and the existing offices, with the exception of Charleston, were converted to franchises. In November, 1993, the Sunbelt Business Brokers trademark was granted by the United States Patent and Trademark office, and franchising began in earnest.
Since becoming a franchised operation, Sunbelt has been consistently honored as the highest ranking business brokerage franchise in the United States in Entrepreneur Magazine’s “Franchise 500” issues.