Helen Liu, CEPA® Advisor

DRE# 02105494

Helen Liu, President

Helen Liu, JD, Certified Exit Planning Advisor (CEPA®), is a dynamic professional with a unique blend of legal expertise and financial acumen. Holding both a Juris Doctor and a finance degree, Helen offers a comprehensive understanding of the legal and financial facets of business. As a CEPA® and President of Accel, she leads with vision and depth in succession planning, value growth, and transition readiness.

Over her 25-year career in commercial banking and business brokerage, Helen has honed her skills in financial analysis, risk assessment, negotiation, deal-making, and project management. Her ability to navigate complex financial landscapes and commitment to excellence have earned her a reputation as a trusted advisor and respected industry leader.

She also serves as a Founding Board Member of Bank Irvine, a commercial bank specializing in services for Chinese American communities in California.

What Helen’s Client’s Have to Say

Amina Stetsenko, Menlo Botanica Helen is an exceptional professional. She was of tremendous help during business acquisition. She demonstrated knowledge, experience, patience, great communication skills and was always available to answer all my question. It was a pleasure working with you Helen.
Amina Stetsenko, Menlo BotanicaJimmy L., Peninsula TourWe 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.Lisa B, Online plant boutique businessHelen was absolutely amazing from our first meeting through a successful sale and close of escrow. She was knowledgeable, calm and patient while also being very responsive and proactive. I highly recommend her.Christy P., Automotive Repair Shop Helen was an integral part of the successfully completion of the business purchase from the loan to the closing. Despite the odds and challenges, she was able to help find solutions to make things happen. Absolutely going above and beyond to progressively take us to each phase of the business acquisition. Great follow thru on to do list items for the team. Very reliable and responsive. If there is a six stars for exemplary review, she is one that is deserving of that. On our next business acquisition we will reach out to her again with no hesitation. That’s how good she is.Andra O., Photography Studioen was very knowledgeable about the entire buying and selling process. She got back immediately for any questions I had along the way and made the entire process as easy as possible. She supported me through the entire process and I couldn’t recommend her highly enough to future clients.Karen M., Auto Repair BusinessHelen is very helpful and hardworking! I will highly recommend her.Ken B., Home Cleaning BusinessGreat experience. Helen was able to find us a serous buyer quickly. We were able to sell our business much sooner than expected.Heid V., Landscaping Company in San FranciscoI had an excellent experience working with Helen and her team. They were prompt, professional, and thorough. Although my business was probably one of the smaller ones she worked with, she always made me feel important and prioritized. Helen found several potential buyers and in the end I got full asking price. I recommend her highly!Pete H., Landscaping Company in San JoseHelen was able to find several interested parties to seriously consider my business that was for sale. I am very pleased with the result and with Helen’s expertise in the selling process.

Amina Stetsenko, Menlo Botanica

Helen is an exceptional professional. She was of tremendous help during business acquisition. She demonstrated knowledge, experience, patience, great communication skills and was always available to answer all my question. It was a pleasure working with you Helen.
Amina Stetsenko, Menlo Botanica

Jimmy L., Peninsula Tour

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.

Lisa B, Online plant boutique business

Helen was absolutely amazing from our first meeting through a successful sale and close of escrow. She was knowledgeable, calm and patient while also being very responsive and proactive. I highly recommend her.

Christy P., Automotive Repair Shop

Helen was an integral part of the successfully completion of the business purchase from the loan to the closing. Despite the odds and challenges, she was able to help find solutions to make things happen. Absolutely going above and beyond to progressively take us to each phase of the business acquisition. Great follow thru on to do list items for the team. Very reliable and responsive. If there is a six stars for exemplary review, she is one that is deserving of that. On our next business acquisition we will reach out to her again with no hesitation. That’s how good she is.

Andra O., Photography Studio

Helen was very knowledgeable about the entire buying and selling process. She got back immediately for any questions I had along the way and made the entire process as easy as possible. She supported me through the entire process and I couldn’t recommend her highly enough to future clients.

Karen M., Auto Repair Business

Helen is very helpful and hardworking! I will highly recommend her.

Ken B., Home Cleaning Business

Great experience. Helen was able to find us a serous buyer quickly. We were able to sell our business much sooner than expected.

Heid V., Landscaping Company in San Francisco

I had an excellent experience working with Helen and her team. They were prompt, professional, and thorough. Although my business was probably one of the smaller ones she worked with, she always made me feel important and prioritized. Helen found several potential buyers and in the end I got full asking price. I recommend her highly!

Pete H., Landscaping Company in San Jose

Helen was able to find several interested parties to seriously consider my business that was for sale. I am very pleased with the result and with Helen’s expertise in the selling process.