DRE# 02105494
Helen Liu, Principal Broker
Helen Liu is a dynamic professional with a unique blend of legal expertise and financial acumen. With both a JD and a finance degree, Helen offers a comprehensive understanding of the legal and financial aspects of business. Over her 25-year career in commercial banking and business brokerage, she has honed her skills in financial analysis, risk assessment, business succession planning, negotiation, deal-making, and project management. Her ability to navigate complex financial landscapes and her commitment to excellence have earned her a reputation as a trusted advisor and respected industry leader.
Helen is also a Founding Board Member of Bank Irvine, a commercial bank specializing in services for Chinese American communities in Orange County, 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 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
en 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!
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