Helen Liu

Broker License # 01229641

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The place to go to buy or sell a business.


The CABB Certified Business Broker (CBB) certification distinguishes its holder as a seasoned professional who has a solid educational background, proven accomplishments in completing deals, and an active membership in the CABB.


Sunbelt, Greater Bay Area

Services Offered

Business Assessments and Valuations
Stock and Asset Sales
Mergers and Acquisitions
Franchise Re-Sales

Sellers Services:
We maintain client’s confidentiality and anonymity so that employees, customers, suppliers and competitors are unaware of the seller’s desire to sell their business until the appropriate time.
We place a high priority on ethical and honest dealings to make a win-win situation for seller and buyer.
We have an extensive database of local buyers as well as over 300 offices from which to pull prospects.
We prepare a strong marketing package customized to position and expedite the sale of your business.
We have the strongest Internet presence in the industry and provide blind listings on multiple sites.
We have strong negotiating and communication skills to bring your deal to closure.

Buyers Services:
We help buyers to define short and long term goals, exit strategies, and assess personal needs and financial requirements. After the buyer’s ideal business model is clearly defined, they are able to use it as a benchmark to assess the choices and to select the right company thereby improving the odds of success.
We provide a safe, professional environment in which to explore the many options available.
We coach the buyer throughout the entire sales process from focusing them on the choices available to close of escrow so there are no surprises.
We assist buyers in acquiring funding for their new venture and provide references to other professionals such as attorneys and accountants to insure a smooth transition into business ownership.
We offer hundreds of choices due to being the largest business brokerage franchise.


Helen Liu has a background in Finance and Law and has been a commercial banker for 20 years, working with a wide range of businesses. Her clientele ranged from small business owners to large international corporations with revenues in $500,000 to $100,000,000. She focused her banking career in helping these businesses with cash management and capital funding, and closed and managed over $1 billion in commercial loans. Most recently, from July 2014 to March 2020, she was Senior Vice President and General Manager of CMB Wing Lung Bank San Francisco Branch, a Hong Kong based, top-tier, international bank.

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 take the next step in helping small and large business clients plan their exit strategies, as a business broker. In April 2020, Helen proudly acquired SUNBELT BUSINESS ADVISORS and became the broker of record for the esteemed Silicon Valley office.

Helen started her journey in The United States more than 20 years ago as a foreign student from China. She earned her undergraduate degree in finance from San Diego State University, and later her 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).

Licensed In



Santa Cruz County, CA

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Santa Clara County, CA

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