Financial Freedom could be just one phonecall away…

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%.

Helen Liu

Principal Broker, JD

Sunbelt is the largest business brokerage/intermediary firm in the world, with over 150 offices worldwide. Our team handles transactions with revenues from $500,000 for Main Street transactions to over $20,000,000 for Mergers and Acquisitions. Our office has been instrumental in closing over 76% of our listings where the National average is around 23%.

-Undergraduate degree in finance from San Diego State University
-Master’s degree in finance from Seattle University
-Juris Doctorate degree from Seattle University
-California Association of Business Brokers (CABB) Member
-DRE State License #02105494

(Coming Soon)

800 W. El Camino Real, Suite 180
Mountain View, CA 94040
Email: [email protected]
Office: (408) 436-1900
Cell: (626) 991-8766
eFax: (408) 608-1881

What Client Say About Me

We are very pleased with the service Helen provided in selling our business. We put our business on the market during the hard-hit COVID pandemic after more than twenty years of operation. There were many emotional and operational issues Helen guided us through. She is professional and diligent in representing us for our best interest.

Jimmy L., Peninsula Tour