Helen Liu

DRE# 02105494

Helen Liu, Principal Broker

Helen Liu is a dynamic professional with a unique blend of legal expertise and financial acumen. Holding both a Juris Doctor (JD) degree and a Master’s in Finance, Helen brings a comprehensive understanding of both the legal and financial aspects of business. With over 25 years of experience in commercial banking and business brokerage, she has honed her skills in financial analysis, risk assessment, and strategic planning. Her ability to navigate complex financial landscapes and her commitment to excellence have earned her a reputation as a trusted advisor and a respected leader in the industry.

Outside of her business advisor role, Helen serves the Board of Directors at Bank Irvine, a community bank located in Orange County.

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.

Previous slide

Next slide

Helen Li

Brian Bacher

Helen Liu

Jordan Zweigoron

Rick Teh

Steve Schaub

Phone

Email

Phone

Email

Phone

Email

Locations

Locations

Helen Liu, Principal Broker

What Helen’s Client’s Have to Say

Phone

Email

Locations

Phone

Email

Quick Links

Services

Get Into Touch