Helen Liu has a background in Finance and Law and was a commercial banker for 20 years before she became the Principal Broker of Sunbelt Business Advisors, Greater Bay Area, in 2020. During her banking career, she helped mid-market businesses with cash management and capital funding, and closed and managed over $1 billion in commercial loans. Helen credits her disciplined and ethical approach, and critical thinking when working with clients, to her formal training and experience in commercial banking. She enjoys working closely with her clients towards resolving obstacles and helping them reach their goals. These disciplines prepared Helen to help small and large business clients plan their exit strategies as a business broker.
Helen holds a master’s degree in finance and J.D. degree from Seattle University. Helen is a member of the California Association of Business Brokers (CABB) and IBBA (International Association of Business Brokers).
Sunbelt Business Brokers is the largest business brokerage/intermediary firm in the world, with over 150 offices worldwide. Our team handles transactions with revenues from $500,000 Main Street businesses to $20,000,000 Lower Middle Market businesses. Our office has been instrumental in closing over 76% of our listings where the national average closing rate is around 23%.