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Julie Barlow | Business Broker

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TRANSWORLD BUSINESS ADVISORS | WWW.TWORLD.COM
JBARLOW@TWORLD.COM | (214) 727-9696

About: Julie Barlow is a dedicated business broker with Transworld Business Advisors of Dallas/Fort Worth Central, bringing over 20 years of combined experience in real estate, leadership, fitness and health, and small business ownership. With a passion for helping ambitious entrepreneurs achieve their dreams, Julie's background in various industries has equipped her with a unique skill set to guide clients through the complex process of buying or selling a business. Julie's expertise extends beyond the business realm, as she also possesses extensive knowledge in real estate, and is a licensed real estate broker in the state of Texas. This makes her adept at navigating the intricacies of sales transactions and ensuring optimal outcomes for her clients.

Julie's commitment to professionalism, strong communication skills, resourcefulness, and problem-solving abilities have earned her a reputation as a trusted advisor in the business brokerage field. She takes pride in helping people overcome obstacles and achieve their goals, consistently going above and beyond to deliver exceptional results. Julie's clients appreciate her dedication and personalized approach, as she is fully invested in their success.

Born and raised in Dallas, Julie Barlow is a proud 4th generation native Texan and earned a BBA in Finance from Dallas Baptist University. She has spent the majority of her life in the suburbs of Dallas, building strong connections within the local business community. When she's not assisting clients, Julie enjoys immersing herself in literature, maintaining a healthy lifestyle through a variety of workouts, indulging in music, and cherishing quality time with her family.

Specialties: With an impressive track record in the fitness, wellness, and health sectors, Julie understands firsthand the challenges and opportunities that come with owning and operating businesses in these industries. Having successfully bought and sold two franchised fitness centers and a yoga studio of her own, she has a deep understanding of the nuances involved in such transactions.

If you are seeking a business broker who combines extensive experience in real estate, leadership, and small business ownership, Julie Barlow is the trusted professional who will guide you through every step of the buying or selling process. Her unwavering dedication, industry knowledge, and commitment to client success set her apart as a valuable asset for ambitious entrepreneurs in the Dallas/Fort Worth area.

Quote: "We develop our character muscles by overcoming challenges and obstacles." — Stephen Covey

Connect: Contact Julie at jbarlow@tworld.com or (214) 727-9696 or visit her website below!

MEMBER SINCE JUNE 2023

Anna Duncan | Vice President, SBA Business Development Officer, SR.

HUNTINGTON NATIONAL BANK | ANNA.DUNCAN@HUNTINGTON.COM | (945) 223-8113

About:I have received a Bachelor's Degree in Business-Marketing from Sacramento State. I have received as well an Associate's Degree in Business-General Transfer from Solano Community College.

Specialties: I specialize in SBA Lending where I help customer's dreams come true by helping them buy their building, buy the business that they want to own, start their business, buy out their partner, expand their business, consolidate their business debt to help cash flow, buy equipment, buy inventory, get working capital, and more.

Quote: I specialize in SBA Lending where I help customer's dreams come true by helping them buy their building, buy the business that they want to own, start their business, buy out their partner, expand their business, consolidate their business debt to help cash flow, buy equipment, buy inventory, get working capital, and more. I have the expertise of working in the banking world for 32 years as well as SBA lending for 12 years. Huntington National Bank is the top SBA Lender in the Nation.

Connect: Contact Anna at anna.duncan@huntington.com or at (945) 223-8113!

MEMBER SINCE APRIL 2023

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Elisa Ellis | Wardrobe Stylist

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About: For close to a decade, Elisa has been transforming closets and the lives of her clients in the US and abroad.  She helps her clients find new ways to style outfits, organize their closets, coordinate spectacular outfits, as well as shop for new, timeless pieces. Elisa isn’t interested in trends – she is incredibly passionate about helping her clients look and feel their very best and works with them to go from frustrated to fabulous by replacing outdated outfits with timeless pieces that can be easily coordinated to wear for any occasion. She believes personal styling is more than a wardrobe haul, it’s a total transformation that introduces you to your inner awesomeness. The person that’s confident, effortlessly stylish, and takes more risks for their dreams.

Specialties: How you show up for yourself can affect and determine how others show up for you.  Whether you are a business owner, executive, in corporate, management, or an entrepreneur, Elisa believes that how you show up matters and she is passionate about sharing how to 'Up Your Style Game' so you are more productive, attract more success, are memorable, and confident. 

Elisa specializes in helping women who start their day feeling frustrated, defeated, and overwhelmed because they have a closet full of clothes that don’t fit or are tired of wearing the same pieces. She helps women save time, save money, and go from feeling ho-hum to amazing.  In addition to being a wardrobe stylist, Elisa is a speaker, online course creator, and best-selling author.

Quote: “If you’re not changing it, you’re choosing it.”

Connect: Contact Elisa at elisa@turnkeystyle.com or (650) 799-7123 or visit her website below!

MEMBER SINCE DECEMBER 2019

Lisa Hutter | Investments and Financial Planning

About: Lisa is a Partner and Client Advisor with IronOak Wealth, serving clients all over the country with offices in Austin, TX. Lisa works with active and retired business owners, multi-generational families and those going through transition (earning capabilities, divorce, inheritance). She welcomes those seeking a change in their financial advisor or who have never worked with an advisor.

Lisa’s approach is different than most in how she supports her clients and learns about their passions, fears, dreams and principles to help ensure they are reflected in their financial pursuits. By looking at all of the pieces together she is able to uncover opportunities to make the lives of each client easier and their legacies stronger. As a result, Lisa has often been described as a financial coach and even a consigliere.

Lisa is a former practicing Trust and Estate Attorney with over 25 years of experience in investment and risk management, financial and estate planning and as a business owner herself. She also spent over 9 years in executive leadership, helping to manage the suite of wealth management offerings and teams at one of the World’s largest banks before shifting her focus to her true passion: client service.

Lisa has had multiple articles published in academic and trade journals, been interviewed for a range of diverse media channels, and conducted seminars on various topics.  She has been honored for her past service on several boards and is active now on the boards of her synagogue and various commercial real estate and women centered organizations. She has also led Diversity and Inclusion councils throughout her career. She is passionate about serving others while giving them tools to control their own destiny.

Lisa graduated from Seton Hall University School of Law and then, while working full time, went on to obtain her Master of Laws (LLM) in Taxation from Villanova University School of Law. She also holds Series 7, 66 and life insurance licenses. She was raised in New York City and for the past decade has been proud to call Austin and its business community her home, along with her husband and two daughters. As avid cross-fitters, Lisa and her husband have instilled in their children the importance of physical fitness, resilience, and community.

Specialties: Lisa works side by side with her clients to create a financial plan. This plan acts as a north star and informs the customized approach she takes to managing investments and determining where and how insurance and annuities have a place in helping her clients attain their goals. She also offers fee based only financial planners for clients who manage their own investments or don’t have liquid investments needing a professional money manager. In addition, she can provide trustee services and fractional family office services.

Quote: “Whether you believe you can or you believe you can’t, you are right.”

Connect: Contact Lisa at lisa@ironoakwealth.com or (512) 329-2635 or visit her website below!

MEMBER SINCE August 2021

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Laura Kirby | Commercial Loan Consultant/Fractional CFO

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About: Laura provides clients nationwide with sophisticated and creative commercial lending and Fractional CFO services. With over 25 years of professional experience in the financial and lending fields, she specializes in navigating the complex landscape of business financing specifically tailored to a client’s needs. These services assist a business owner with a cost effective and streamlined time-saving process, an objective perspective, access to multiple lending options, negotiations, compliance, access to professional networks and services, navigation through the world of business financials, and a representative as a financial advocate.

With an undergraduate degree in Agricultural Business Development from Texas A&M University and a Master of Jurisprudence in Wealth Management from Texas A&M School of Law, Laura possesses a unique skill set which allows her to work closely alongside attorneys, lenders, and accountants.

Specialties: Laura focuses on strong relationship-based partnerships with multiple community banks versus big-box banks. Since the inception on LLK Consulting, over $200MM of commercial loans have been secured for her clients. Successfully assisting clients avoid commercial loan defaults and initiating solid project funding with capital sourcing is Laura’s specialty. In today’s current economic uncertainty, the need to outsource commercial lending is more prevalent due to the decline of personalized business banking relationships.

The following are examples of commercial loans available, but not limited to, Commercial Real Estate Loans, Refinance, Construction, Development, Multi-Family, Working Capital, Hard Money Loans, SBA Loans (7A and 504), Lines of Credit, Bridge Loans, Equipment Loans, etc.

Quote: "Goals without actions are merely dreams!" — Joel Arthur Barker

Connect: Contact Laura at laura@llkconsultingtx.com or (210) 570-2477 or visit her website below!

MEMBER SINCE FEBRUARY 2022

Jennifer Suguitan | Business Strategist & CPA

About: Our firm focuses on 6-8 figure businesses that are growing and looking for a key business/financial strategist to support them with monthly/quarterly goals. The clients we work with are from multiple industries including services, manufacturing, family offices, and more. I sit on the executive team of my clients and engage with their attorneys and other providers to ensure a holistic approach.

Nothing excites me more when my clients succeed at their goals.

Specialties: We are a boutique firm that goes deep with our clients. Our services include: virtual CFO duties, tax preparation & planning, financial analysis, and accounting services

Quote: “Infuse your life with action. Don’t wait for it to happen. Make it happen. Make your own future. Make your own hope. Make your own love. And whatever your beliefs, honor your creator, not by passively waiting for grace to come down from upon high, but by doing what you can to make grace happen… yourself, right now, right down here on Earth.” — Bradley Whitford

Connect: Contact Jennifer at jennifers@northtxcpa.com or (972) 618-8224 or visit her website below!

MEMBER SINCE OCTOBER 2021