Accounting

Together CFO, LLC

Together CFO is a tax advisory, accounting, and tax preparation firm based in Los Angeles, California. The firm’s services high net worth individual, family offices and business owners with high level tax structures, cash flow optimization, and executive guidance, CFO, financial forecasting and much more. Together CFO has saved clients millions of dollars by utilizing its advanced tax structures and not the latest loopholes. Together CFO has created a simple and proven system that allows them to review and analyze businesses and then create a strategy to save hundreds of thousands in taxes per year.

Attorney

Boyd Law, APC

Boyd Law, providing services in a global scope of practice areas, excels at achieving the goals of our clients throughout California. Serving San Diego, Orange County, Los Angeles, Sacramento and San Francisco Boyd Law is the firm individuals and businesses alike count on to resolve their legal issues.  Boyd Law is a full-service litigation firm that is fully prepared to address all of the issues facing our clients in an increasingly connected world. When you hire our firm to find solutions, you receive the benefit of our legal team — a team which possesses the knowledge, skill and experience to handle legal matters involving: Business Transactions and Litigation Family Law Trust and Estate Litigation Real Estate Litigation Entertainment Law

Business Law Group

At Business Law Group, they focus on serving the business-related legal needs of businesses and individuals in San Jose, Silicon Valley, Northern California, and beyond. they deal extensively with start-up and emerging growth companies, and they also represent many long-standing businesses.

Affiliate NameLocationEmailPhone
David BurgessDavid BurgessSan Jose, CAdburgess@buslawgroup.com(408) 979-7802

Raimondo & Associates, ALC

Raimondo & Associates conducts a practice concentrating in labor relations and employment law, including management representation in counter-organizing campaigns, unfair labor practice defense, grievance and arbitration defense, and collective bargaining negotiations. We defend employers in state and federal courts in actions ranging from harassment and discrimination to wage and hour disputes.

Sweeney Mason LLP

Sweeney Mason is a full service law firm providing substantially all of the legal services required by small and mid-sized companies and serving the estate planning and probate needs of individuals and families. Sweeney Mason represents clients in seven primary areas of the law, including Civil Litigation, Construction, Corporate and Business, Intellectual Property, Labor and Employment, Estate Planning, Trusts and Probate, and Real Estate law. Sweeney Mason provides its clients with cost effective, result oriented legal representation of the highest caliber.

Affiliate NameLocationEmailPhone
Romin ThomsonRomin ThomsonLos Gatos, CArthomson@smwb.com(408) 356-3000
Mila BalkeMila BalkeLos Gatos, CAmbalke@smwb.com(408) 356-3000
Nathaniel Luceynlucey@smwb.com

The Business Law Firm of William F. Ziprick

The Law Offices of William F. Ziprick is a boutique law firm which focuses on business transactions, with a particular emphasis on providing legal counsel for the purchase and sale of businesses throughout California. It has been their privilege to work closely with outstanding CABB business brokers on numerous successful deals throughout the past years.

Affiliate NameLocationEmailPhone
William ZiprickWilliam ZiprickYucaipa, CAbookkeeping@zipricklaw.com(509) 951-7230

The Small Business Law Firm, P.C.

The Small Business Law Firm, P.C. serves small businesses, aircraft owners, and pilots throughout California. With modern technology, they are able to effectively represent clients in every geographic area of the state. The Small Business Law Firm offers a wide range of legal services to meet the challenges faced by today’s small businesses. As a client of any law firm, they believe you are entitled to certain standards of professional conduct from your attorney that go beyond what is required of them by statute.

Affiliate NameLocationEmailPhone
Scott WilliamsScott WilliamsThousand Oaks, CAswilliams@smallbusinesslaw.org(805) 778-0206

Banking

Exchange Bank

Exchange Bank is a community bank offering personal and business banking services including mortgages, home loans and lines of credit and SBA loans.

Affiliate NameLocationEmailPhone
Paul YeomansSanta Rosa, CApaul.yeomans@exchangebank.com(707) 524-3328

Heritage Commercial Funding Corp.

Heritage Commercial Funding Corp. represents a strong network of aggressive funding sources for small businesses nationwide. Kristy Melton has worked an an independent business finance broker for almost 20 years. Her job is to connect a business with the right lender to help them them reach their goals. Reach out today to discuss your client’s funding options.

Affiliate NameLocationEmailPhone
Kristy MeltonKristy MeltonThousand Oaks, CAkmelton@heritagecommercialfunding.com(805) 231-0562

Manufacturers Bank

Manufactures Bank is an active lender throughout Southern California and greater San Francisco Bay area marketplaces, supporting small and mid-size businesses. Micah and I, as your trusted advisor team, bring 21+ years of combined lending experience. We offer a full spectrum of financing tailored to your business needs.

Plumas Bank

Plumas Bank is a community bank with a dedicated staff specializing in SBA 7a and SBA 504 loans throughout California (NV, AZ, OR, & WA). We are a common-sense SBA lender and pride ourselves on providing quick but thorough loan prequalifications and equally fast underwriting and closings. Our entire team is in-house, allowing us to streamline every step of the process.

Affiliate NameLocationEmailPhone
Kelley CheneyKelley CheneyAuburn, CAkelley.cheney@plumasbank.com(530) 870-1333
Robert PorterRobert PorterAuburn, CArobert.porter@plumasbank.com(916) 206-9100

Umpqua Bank

Umpqua Bank provides a personal and business banking experience designed for your unique needs. Umpqua lends throughout the Western U.S. and to any industry, the SBA will allow. A few highlights of the products and services offered include: Only a 10% Down Payment Required, No Seller Carry Required, We are a True Cash Flow Lender, 48 Hour Term Sheets, Buyer and Seller Pre-Approvals, and Referral Fees Paid.

Affiliate NameLocationEmailPhone
Steve ColburnSteve ColburnNewport Beach, CAstevecolburn@umpquabank.com(949) 421-1375

Union Bank

Union Bank is an American full-service bank with 398 branches in California, Washington and Oregon which is wholly owned by MUFG Bank. Union Bank is an SBA preferred lender, offering specialized guidance through the application process and expedited closing for eligible loans. As an SBA preferred lender, they are ranked #3 Most Active SBA 7(a) Lender in the state of California for 2019 and are ranked #1 for 2020.

Affiliate NameLocationEmailPhone
Scott CisnerosScott CisnerosSacramento, CAscott.cisneros@unionbank.com+1 (916) 765-9443

US Bank

US Bank is an SBA Preferred Lender that could provide customized financing to help your clients with: real estate financing for acquisition, renovation, expansion, construction and refinance; construction/improvements; equipment/furniture; business acquisition/partner buy-out; start-ups; working capital; and refinance. US Bank offers competitive rates and personalized service from dedicated SBA professionals who have in-depth industry knowledge.

Affiliate NameLocationEmailPhone
Kimberly BirdKimberly BirdCAkimberly.bird@usbank.com(916) 747-1660
Murray AndersonMurray AndersonGlendale, CAmurray.anderson@usbank.com(949) 224-7152
Sean ThomsonSean ThomsonGlendale, CAsean.thomson@usbank.com(818) 482-1042
Erik GrunwaldErik GrunwaldOrange County, CAerik.grunwald@usbank.com(949) 355-5767
Kevin SquiresKevin SquiresSan Jose, CAkevin.squires@usbank.com(408) 482-5395
Louis LaneLouis LaneSacramento, CAlouis.lane@usbank.com(408) 508-9738
Ryan JohnsonLos Angeles, CAryan.johnson8@usbank.com(424) 644-4999

Environmental Services

Willbanks Environmental Consulting, Inc.

Established in 2014, Willbanks Environmental Consulting (WEC), Inc. is a professional services firm specializing in environmental consulting related to real estate and property transactions, including: environmental assessment and liabilities, civil engineering, environmental engineering, permitting, compliance, and construction oversight. We offer comprehensive, professional services to both private- and public-sector clients. Our capabilities include environmental consulting, remediation system design and construction, environmental compliance, and site closeouts.

Escrow Services

Bay Area Escrow Services

Bay Area Escrow Services is an independent escrow company, licensed by the State of California, Department of Business Oversight. They handle and specialize in both residential and commercial escrow by providing personalized and efficient services.

Affiliate NameLocationEmailPhone
Patsy MercadoPatsy MercadoSan Ramon, CApmercado@bayareaescrow.com(925) 831-9099

Glen Oaks Escrow

Glen Oaks Escrow's mission is to run exceptional settlement services that enhance the lives of the people, partners, and communities we serve. Commercial Real Estate and Business/Bulk Sale Services of all types, including Alcoholic Beverage Control license transactions, are our specialty! We have a successful 20-year track record of doing great escrow. Over the decades, we have handled nearly every type of escrow transaction involving real estate and business assets all over the state of California, and have learned that people are the most valuable asset when doing business.

Affiliate NameLocationEmailPhone
Cynthia MollerSanta Clarita, CAcmoller@glenoaksescrow.com(661) 600-0922
Robin Kimrkim@glenoaksescrow.com
Kirk Gregorkgregor@pangogroup.com
Lucas Pepilpepi@pangogroup.com

Green Escrow Services, Inc.

Green Escrow Services, Inc. is a full-service escrow company. In addition to real estate sales and refinances, they handle business bulk sales, liquor license transfers, mobile homes, and "holding escrows".

Secured Trust Escrow

Secured Trust Escrow is an independent escrow company licensed under the strict regulatory requirements of the California Department of Financial Protection and Innovation.

Affiliate NameLocationEmailPhone
Sally RowshanInglewood, CAsally@securedtrustescrow.com(310) 318-3300

Financial Services

Ameriprise Financial, LLC

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Their network of approximately 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Diamond Financial Services

Diamond Financial Services philosophy is simple: structure the deal to benefit both the buyer and seller while maximizing loan approval percentages. They then engage the most appropriate lending partner from their SBA-exclusive group and find their interest level within hours, not days or weeks.

Edward Jones

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for the sale of your business, retirement, save for college or reduce your tax bills, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Affiliate NameLocationEmailPhone
Andy AndersonAndy AndersonRiverside, CAandy.anderson@edwardjones.com(951) 397-2587

GRL Capital Partners

GRL Capital Partners is a nationally recognized commercial financial company serving our clients' financing needs. In these trying times, most banks have strict credit boxes and can't always lend money to those companies that really need it. Additionally, most banks only do one type of financing. They are not in a position to provide all the different types of financing small to medium-sized businesses need. GRL Capital Partners, with our expertise and our relationships with national lenders, help banks keep those relationships intact by working with their “Turn Downs” to provide solutions for their financing needs.

Live Oak Bank

Live Oak Bank is the #1 SBA lender in the country by dollar volume for FY 2021. Our seasoned lending experts collaborate with brokers and intermediaries nationwide to help finance business acquisitions, buyouts and strategic expansions across most industries utilizing both the SBA 7(a) program and conventional financing. We have the ability to provide term debt financing packages up to $9 million with no minimum collateral requirements. With Live Oak’s Preferred Lender (PLP) status and efficient, tech-driven loan process, your clients will enjoy a simpler, faster loan process and a customer experience you won’t find with other banks.

Affiliate NameLocationEmailPhone
Marie AskewMarie AskewWOODBRIDGE, CAmarie.askew@liveoak.bank(209) 747-0151
Jeff HildebrandtJeff HildebrandtBurbank, CAjeff.hildebrandt@liveoak.bank(213) 284-4565

Northwestern Mutual

Northwestern Mutual Wealth Management Company provides financial planning, investment advisory and trust services, and is a federal savings bank.

Insurance

AOR Insurance LLC

AOR Insurance is a full service Brokerage House specializing in Errors & Omissions coverage for Business Brokers. With access to several markets AOR Insurance can support all your Business Insurance needs including Cyber, General Liability, Excess, Property, PEO and Payroll.

Affiliate NameLocationEmailPhone
Michael JohnsonMichael JohnsonWinter Springs, FLmjohnson@aorinsurance.com(407) 704-9522

Hill Program Managers

Hill Program Managers offers Professional Liability (E&O), Excess Professional Liability, Cyber Liability and General Liability coverages through Lloyd’s of London to a variety of professionals including: Business Valuators, Business Brokers & Consultants, Mergers and Acquisition Intermediaries, Machinery and Equipment Appraisers, Forensic Accounting, Expert Witness Services, and Litigation Support.

Affiliate NameLocationEmailPhone
Margaret HillMargaret HillDenver, COmargaret.hill@hillprograms.com(303) 929-3523

Valuation

PeerComps

PeerComps was created by certified business appraisers to give valuation professionals, intermediaries, accountants, attorneys and other business advisors the most reliable information possible on comparable transactions and valuations for small businesses. Their small business comps data has been gathered from national, regional and local SBA lenders across the United States. The data encompasses all major industry classifications and even includes specialized industries such as professional practices, franchises, online businesses, etc. They tap into their unrivaled comparable database to help their subscribers obtain an accurate and reliable business valuation in 15 minutes or less. Their database and small business valuation calculator focus on “main street” businesses with annual revenues between $250,000 and $5 million (average revenue of $1 million).