Law Offices of David C. Burgess

Law Offices of David C. Burgess focuses on serving the business-related legal needs of businesses and individuals in San Jose, Silicon Valley, Northern California, and beyond, with substantial expertise in the purchase and sale of businesses. We treat our clients honestly and fairly, deliver customized legal services of the highest quality, are prompt and responsive, and add value to our clients’ businesses.

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.

Empire Business Law, Inc.

Empire Business Law is a law firm dedicated to making sure our clients can have peace of mind while running their business. The heart of our business is providing solutions to what keeps business owners up at night. As a business law firm, we handle all areas of the law including litigation. Everything we do is centered around keeping you out of the courtroom and avoiding expensive litigation.

Branfman Mayfield Bustarde Reichenthal LLP

Branfman Mayfield Bustarde Reichenthal LLP is a boutique law firm that caters to small business sales under $5 million. We handle stock sales, asset sales, partner/owner buyouts and redemptions for small businesses throughout California. We combine our outside general counsel, M&A, and prior business litigation experience to approach deals from a risk mitigation perspective while keeping in mind the practical aspects of selling a business. Given our business model, our fees and scope of work are tailored to the size of the deals we work on, making us a great value for the client and partner with the broker.

City National Bank

At City National Bank, we make it our business to be personal. Since our founding in 1954, we've always prioritized helping our clients, colleagues and communities flourish, and our legacy of integrity and unparalleled client relationships continues to drive strong growth today. Along with personal, private and business banking, City National makes available wealth management, brokerage and leasing services, and software solutions. We are committed to a company culture that promotes diversity, equity and inclusion in the workplace. City National is a subsidiary of Royal Bank of Canada, one of the world’s largest banks.

Nexus Commercial Finance

Nexus Commercial Finance: The bedrock of capital growth and business deal-making. Nexus Commercial Finance is the go-to partner for business brokers when it comes to funding and closing deals. As a leading alternative business lender and the preferred SBA lending advisor, we help brokers tackle even the most complex financing challenges. We provide bridge, private money, and alternative term financing, based on the scope and terms of the deal. We even solve complex financing challenges for mergers and acquisitions and provide pre-IPO debt capital with loans from $500K up to $500MM. Visit our main page to watch the impossible acquisitions we made possible for business brokers.

Fresno First Bank

Fresno First Bank is dedicated to the banking needs of businesses, professionals, and successful individuals throughout California and Nationwide. Fresno First Bank is built on a foundation of principles that guide everything we do. More than theory, our principles reflect the real-world values of the professionals, businesses and individuals we serve.

Huntington National Bank

Fremont Bank

Fremont Bank is a family-owned bank with a family-owned feel. We are deeply committed to contributing to our clients’ goals and empowering our community. Fremont Bank was founded with the belief that a bank isn’t just another company. Our role is to support long-term prosperity for our communities, where we all benefit.

BMO Bank

SBA Lending Specialist for BMO Bank - covering all of Southern California.

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.

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.

Discovering You LLC

As a specialist in the field of startup consultation, I am dedicated to facilitating the B2B process connecting businesses for specific deals and transactions between Vc's, Angel Investors, LP's, retailers, and corporations. Fostering long-lasting partnerships built on trust, transparency, and innovation. Being motivated as an industry consultant, I advise businesses on strategy, market entry, or growth opportunities. By introducing companies to potential partners or providing insight into industry trends, I help them explore the opportunity for growth. Offering professional business development workshops and individual training, I cover a comprehensive range of topics that are critical to personal and professional growth. These topics include, but are not limited to, leadership, entrepreneurship, sales and marketing, communication and networking, professional development, and industry growth. The leadership courses I offer have been meticulously crafted to cater to businesses of all types. Their purpose is to improve leadership skills, empower problem-solving, boost creativity, improve adaptability, manage time effectively, increase motivation, and promote engagement, virtual leadership, and conflict resolution. Participants in these courses will gain a comprehensive understanding of their values and learn how to work together as a team to unlock their full potential. Each workshop has been designed to provide a thorough and engaging learning experience that is both informative and practical.

Contractors License Experts LLC

We provide expert advice for Contractors - whether it's to renew, transfer, sell, modify or get a new license. Every day the Contractors State License Board rejects applicants due to missing or incorrect documentation, simple technicalities, asking the wrong questions or using the wrong forms. We make the licensing process easy. 

ClientsIO

If you are looking for more listings and to close deals for your brokerage, you have come to the right place! At ClientsIO, we specialize in lead generation for business brokers, delivering real opportunities that translate into big commissions. Over the past four years, we’ve helped business brokers earn over $100 million in commissions—and we’re just getting started!

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.

Alliance Mutual Escrow

At Alliance Mutual Escrow, we understand the escrow process is not the most exciting but it’s certainly one of the most necessary. Escrow allows buyers and sellers to transact through a neutral, third party, therefore minimizing risk and maximizing security. Overseen by an escrow officer, the buyer and seller establish terms and conditions for the transfer of property/business ownership. We pride ourselves in our ability to offer the highest level of knowledge and expertise in assisting such a life changing experience.

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.

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.

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".

SV Consultants Inc.

Scott Varney, Capital Gains Tax Strategist Scott has a long combined history in the real estate, financial services, and capital gains tax strategy field. Scott obtained his real estate license in Texas in 1996 and became one of the top producers in San Antonio by 2001, averaging between 50-60 closes per year. He still maintains his license for referral purposes. In 2014, he entered the insurance and financial services field and obtained his life and health insurance licenses to assist clients with life and long term care insurances as well as fixed and indexed annuities. While active in that business, he was exposed to and gained experience on a capital gains tax strategy in 2017 that intrigued him and led him to exploring the different possibilities. Since then, Scott has continued to add and implement many other capital gains tax strategies and focuses on assisting clients in seeking out solutions to their capital gains tax concerns.

Grace Wealth Management Group, Inc.

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. We offer a comprehensive and customized financial road map to help Retirees feel peaceful about their finances in their golden years.

Westchester Financial Services

Westchester Financial Services was founded in 1991 on the principle that our utmost commitment is to the long-term success of our clients. With senior professionals in the respective fields of Certified Public Accounting, Consulting and Legal representatives who average over 40 years of experience in their industries, we share an unwavering focus on quality relationships, creative thinking, objectivity and discretion. Over the years, we have earned the trust of our clients through, our experience, exceptional execution expertise and an exacting adherence to our clients’ most important objectives.

Mercer Advisors

Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest.

ZimpleMoney

Online platform for managing seller notes.

AOR Insurance LLC

AOR is one of the largest Retail Agents in the United States supplying Insurance Protection for Business Brokers, M&A Advisors, and other professionals across the country with specific protection at a very good price. Please contact us for a free consultation.

FastStart Online Training

Len Krick's FastStart Online Training system has three Learning Tracks. The professional online Learning Management System provides a complete learning program delivered at the learner's own pace and place. It also produces progress reports for the office owner (optional). The first track, FastStart, has 11 modules that take the new broker from Orientation to Working with Buyers; the learner develops a custom success plan and all supporting materials to generate 10-12 Quality Listings, Priced Correctly in the first 90 days. In track 2, Finish the Deal, the new broker learns how to write Offers, Manage the Due diligence Process, and to Manage and Control the Closing and Orderly-Turnover Processes. In Track 3, fine Tune, the new broker masters 13 more advanced and vital brokerage skills to achieve a lasting and lucrative business brokerage career. The learner has access to all content for a year and has available 516 downloadable documents, checklists, sample CBRs, a professional CBR template as a complete business brokerage reference library. With enrollment in Tracks 1, the new broker has a 1-year license for Len Krick's fantastic and trademarked valuation program called PricePoint.