CAI Training 2016-2018

EstateTeams

Raising Bid Paddles via Auction in The Greater San Francisco Bay communities of Palo Alto, Atherton, Sonoma, Oakland, Berkeley, Alameda, Piedmont, Mountain View, Orinda & Walnut Creek to include Pebble Beach & Carmel.

CalBRE # 02017954

who we are

Lisa Taylor LinkedIn

Skills & Teams


Since 1986 when Lisa started her first estate assistance company in Piedmont, California, she has been working with companies, organizations and private individuals providing a bevy of services to include; Estate strategy, personal property valuations, estate liquidations, auctions, real estate, business development, marketing plus fundraising strategies & fundraising auctions.

She has assembled a ‘go to’ team of experts from a wide variety of fields to be certain you receive what you need most – Solid results, Enthusiasm, Integrity, Ethics and Personal Service! Some of those individual specialties are listed below.

Our teams include specialists in; Estate & Trust Law, Building Construction & Appraisal, Elder Law, Real Estate, Bankruptcy, Accounting & Tax, Fundraising Strategy, Automobiles, Collectibles, Jewelry, Coins, Firearms, Commercial Equipment, Memorabilia, Farm & Construction Equipment, and more.

Pedigree


​Starting with her most recent experiences, she has been raising funds with several local non-profits through-out the San Francisco Bay Area by way of  fundraising strategy consultations and live benefit auctions. You will find some of their testimonials on the next tab, along with previous estate clients & staff.

Beginning in 1986 she started working with businesses, trust attorney's and families on valuations, liquidations and auctions. She is an avid 'team builder' and believes in bringing strong players to whatever needs to be tackled. 

Her education includes many prestigious designations from the National Auctioneers Association, to include; Professional Auctioneer, Professional Benefit Auctioneer Specialist (BAS), Graduate Personal Property Appraiser (GPPA/USPAP compliant), and most recently she began her 'CAI' training - which is the Certified Auctioneers Institute (equivalent to a Master's Degree in the Auction field). This is the highest level of education available from the National Auctioneers Association and takes 3 years to complete. In 2016, Ms. Taylor received her CalBRE # 02017954, making her a licensed Realtor with Highland Partners in Piedmont, California. 

Additionally, she received her Bachelors Degree from Seattle University, and has done Graduate Studies with The Chicago School of Professional Psychology. She completes additional training each year to maintain her designations and to update her knowledge. 

We are here for you. If we aren't the right fit for your situation, we more than likely know someone who is. Our goal is you finding the right fit. Period.​


To learn more about Lisa, please visit her LinkedIn page: 

Lisa V. Taylor, CEO, BAS, GPPA

Auctioneer & Estate Strategist & Realtor

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