Lisa Forrest @LisaGForrest
SMB Acq Lender ~ SBA + Pari-passu/ Business Owner ~ actual operating experience / Supporter of #Veteran to CEO / Tweets my own have your OWN opinion / info.liveoakbank.com/search-fund-re… Seattle, WA/national footprint Joined February 2021-
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SAVE THE DATES: FALL SWING ETA conf/Happy Hours. See you soon! SEETA 9-6 (eta conf/HH) DC Search/Sip 9-22 (eta/HH) SFC Capital Day NYC 10-10 Seattle 10-21 (HH) Rocky Mtn Conf (Boulder) 10-24 (eta/HH) NYC 11-5 (HH) HBS 11-8 (eta/HH) CHICAGO 11-19 (eta/HH) @sarah_m_andrews
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Recording: HR Hot Topics! hosted by @LisaGForrest with Ampleo’s Abby Martin. HR's most pressing issues! Cultivate a workplace where your employees and business can flourish. Crucial due diligence must-dos and practical insights operators can implement right away. RECORDING:…
FIRESIDE CHAT with: @guessworkinvest Kaustubh Deo of Guesswork Invest + Owner of Blooma Tree Experts + Out On A Limb. (Diligence on acquisitions 1+2, Hiring/Firing, J curve w/growth, SBA SOP updates + classic KD commentary.) Recording Link: 👇👇email.liveoak.bank/fireside-chat-……
FIRESIDE CHAT with: @guessworkinvest Kaustubh Deo of Guesswork Invest + Owner of Blooma Tree Experts + Out On A Limb. (Diligence on acquisitions 1+2, Hiring/Firing, J curve w/growth, SBA SOP updates + classic KD commentary.) Recording Link: 👇👇email.liveoak.bank/fireside-chat-……
PSA: Had such a great experience and wanted to highlight the hard work that goes into operating small, family owned farms. GOAT YOGA! Kitsap County for those local to Seattle. But all of X land will have local farms offering clinics and events showcasing small farm life.
A recent shocking convo with a would-be business acquirer. He asked...Am I TOO OLD to buy a business? He's 45. Why would anyone consider themselves too old in their 40's 50's or (what? even 60s?) He's got a 20 + year resume of actual work/leadership/operations/process mgmt and…
Reminder...Join Sarah Andrews and me with Ampleo's Abby Martin on Tuesday June 10th at 9 pst/Noon EST for a conversation on an often overlooked topic: ALL THINGS HR. Important for those assessing companies to acquire and operators that might need a refresh on the hot topics…
Honored that Prof Ben Hallen had me in to speak to his University of Washington Foster School Exec MBA (EMBA) class on Saturday. Smart engaged class bringing in their real world work (and life) experiences to the ETA conversation. Go Huskies! @sarah_m_andrews…
FIRE SIDE CHAT w/ @guessworkinvest Kaustubh Deo, owner of Blooma Tree Experts. @LisaGForrest and @sarah_m_andrews ~ Live Oak Bank Search chatting w/KD about SBA's rule changes, Tariffs, ICE, and the J Curve. Would he have done anything differently THEN given today's economic…
Fantastic! I’m in! Let me know how I can help! ⛳️
Fantastic! I’m in! Let me know how I can help! ⛳️
UCLA EtA roundtable at the Anderson School of Business. Substantial panel topics. Gorgeous day at an iconic campus. @CTW_SMB
reposting. Sh*t’s getting real. Considering HVAC Plumbing Roofing Janitorial to name a few, better DD the seller’s e-verify and 1-9 policies. State rules may not protect you in the wake of Federal bullying. Probably best to pay for an attorney to help.
reposting. Sh*t’s getting real. Considering HVAC Plumbing Roofing Janitorial to name a few, better DD the seller’s e-verify and 1-9 policies. State rules may not protect you in the wake of Federal bullying. Probably best to pay for an attorney to help.
I’m excited to head to a beautiful place..the UCLA campus (and the bookstore is one of the best) for tomorrow’s eta roundtable event. I still can’t get over the wonderful place that I live. Just a snippet of Seattle… Should be a timely conversation about all that’s going on.
I’m starting to hear about clients in home services companies getting raided by ICE. Better be prepared with your documentation.
Lisa Forrest retweeted
Pumped for this month's @searchfundco panel featuring the brain trust behind our SearcherBoost Deal Review team. Come join us for a glimpse of what we do every week! lu.ma/sfcdeals425 @AdamMarkleySMB @JaredJohnsonSBA @LisaGForrest @sarah_m_andrews @ Joe doesn't X
Pumped for this month's @searchfundco panel featuring the brain trust behind our SearcherBoost Deal Review team. Come join us for a glimpse of what we do every week! lu.ma/sfcdeals425 @AdamMarkleySMB @JaredJohnsonSBA @LisaGForrest @sarah_m_andrews @ Joe doesn't X
NYC! SMB/Searcher Happy Hour Monday, March 31, 2025, 5:30pm-8:00pm The Live Oak Bank Search Fund Lending Team will be fully hosting this Search Meet-up! @sarah_m_andrews Bevies, appies, and great conversation. Come network with your fellow searchers! Everyone in the…
Come join us! Surprisingly, It's my first time to a TOPGOLF. I'm so excited. See you there! @sarah_m_andrews
Come join us! Surprisingly, It's my first time to a TOPGOLF. I'm so excited. See you there! @sarah_m_andrews
ROSS EtA conference was held on 1-24-25 @sarah_m_andrews attended and spoke on a panel about Financing options and the current state of EtA. Live Oak third year of sponsorship. See REEL of the successful event: Ross Reel.mp4 The MIDWEST is a strong place for business…
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