Wendy Main CPA, An Accountancy Corp.

I provide CFO advisory services to small businesses to increase revenue, improve cash flow and build strong intangible value. I also assist with financial due diligence for owner's purchasing or selling businesses.

Olympus Tax Business and Insurance Solutions

Olympus Tax helps business owners and high-income earners significantly reduce their tax burdens by designing and implementing advanced, IRS-compliant tax strategies. The firm collaborates with CPAs, attorneys, and financial advisors to deliver customized plans to optimize income, capital gains, and estate tax outcomes—especially during business sales or wealth transfers. With decades of experience and a national network of specialists, Olympus Tax turns complex tax code into powerful tools for wealth preservation and legacy enhancement.

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.

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.

Brick & Mortar Legal PC

Headquartered in San Francisco, Brick & Mortar Legal PC spotlights Hospitality and Food & Beverage Law focusing on Corporate Transactions & Entity Formation, Commercial Leasing, Alcoholic Beverage Control Licensing & Compliance, Stock Issuance, Equity/Debt-Based Fundraising, Dispute Resolution, Trademarks/IP Protections, and Employment Issues. 

We strive to stay on the pulse of modern technology which we have successfully integrated into our firm while still operating with a hands-on approach—all to give you exceptional advice that will last for years to come. 

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.

Cooper & Huber, LLP

Cooper & Huber LLP is a corporate law firm that represents buyers and sellers in privately held business transactions. We also serve as outside general counsel to business owners across a wide range of industries, including healthcare, wholesale distribution, construction, and professional services. Our approach is practical and deal-minded, with an emphasis on risk mitigation, efficient communication, and momentum. We regularly support business brokers and their clients by drafting and negotiating purchase agreements, coordinating legal due diligence, and advising on deal structure, licensing, and compliance. We pride ourselves on being collaborative, solutions-oriented partners who understand how to move deals forward without over-lawyering.

 

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.

West Coast Community Bank

Since 2004, West Coast Community Bank has partnered with California businesses to deliver personalized, full-service banking solutions. Our relationship-first approach gives you direct access to decision-makers and a team dedicated to solving challenges—not pushing products.

We provide competitive options for lending, deposits and digital banking, including SBA and USDA loans, commercial real estate financing, credit cards, merchant services and treasury management. For growth opportunities, we offer business acquisition financing to support your next purchase, merger or expansion—helping you secure the capital you need to move forward with confidence.

Citizens Bank

Citizens Financial Group, Inc. is one of the nation’s oldest (est. 1828) and largest financial institutions, with $222.7 billion in assets. Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities.

BMO Bank

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

Huntington National Bank

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.

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.

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.

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.

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!

BizBen, Inc | BizBen.com

BizBen.com is an online portal of serious discerning users – business buyers, business owner & sellers, intermediaries, landlords, brokers, agents, advisors, service providers, and others – in the small- to medium-sized business-for-sale market. These are people looking to find resources, learn about the process, buy a business, sell a business, or to support buyers and sellers in their endeavors. Thousands of new and returning BizBen visitors review our hundreds of new and refreshed postings daily!

Proper Pour Co.

Proper Pour Co. is a consulting firm specializing in alcohol licensing and regulatory compliance for bars, restaurants, and hospitality businesses across California.

We partner with business brokers, escrow agents, and overwhelmed buyers and sellers to keep transactions moving by handling all alcohol-related regulatory follow-up. With over a decade of experience working alongside ABC and local agencies, we know how to navigate the curveballs that can stall a deal.

Our role is simple: take compliance off your plate so your deals close cleanly—and your clients stay confident. If it involves licensing, permitting, or regulatory nuance, we’ve got it handled—start to finish.

Tupelo

Trusted by 1,000 of the nation’s top business brokers, Tupelo is the all-in-one CRM designed to eliminate administrative friction and accelerate deal flow. From secure data rooms to integrated e-signatures, our holistic system provides everything you need to manage listings and buyers without the repetitive busywork. Experience the ease of use that has made Tupelo the go-to platform for M&A advisors nationwide.

Truby Achievements

Truby Achievements, Inc., co-founded by Bill and Joann Truby, delivers practical, results-driven leadership and team training grounded in over 40 years of real-world success. Built around the proven Truby Management System, the training helps business owners and leaders eliminate people problems, streamline operations, and boost profits—by focusing on the simple truth that leadership drives people, people drive process, and process drives profit.

Deal Studio

Deal Studio is the all-in-one CRM and marketing engine built for business brokers, helping you centralize communications, automate follow-ups, and streamline your deal pipeline from first touch to close. With custom buyer/seller workflows, automated NDAs, AI CIM builder, and a unified inbox (SMS, email, social), you’ll never drop a lead again. Free up your time to focus on closing, not chasing — because Deal Studio works like your sales and marketing team in one!

BizBuySell

BizBuySell is the top destination to buy, sell, value, or simply learn about the business-for-sale process. For over 25 years, we've helped buyers realize dreams of independence and given owners a path to cash-in on what they've built. That's why more entrepreneurs visit BizBuySell than any other marketplace in the U.S.

DealRelations Inc.

Why DealRelations? We take care of the technology for your practice so you can take care of your clients. We offer a completely integrated solution so you can accomplish more in less time and impress your clients with your efficiency and professionalism.

Capitol Services Inc.

Capitol Services Inc. is a full service Contractor Licensing consulting company.

Located in Sacramento, Capitol Services has extensive experience helping all types of entities, large and small, from the "simple" licensing needs a Contractor may have, to the most "complicated" licensing matters. Our goal is to help make the licensing process as simple as possible for Contractor's to operate properly and in compliance in the State of California. We also assist with licensing in Nevada and Arizona.

Venturu

Venturu was born from a common experience, selling or buying a small business is often too hard, too expensive, and too complicated. Our founders lived this frustration and knew there had to be a better way, a simpler path forward. 

Today, Venturu is an emerging, trusted online marketplace transforming how small and medium-sized businesses (SMBs) change hands.

We empower sellers with free tools like instant AI business valuations and commission-free listings. We guide buyers to clear opportunities with intuitive search and reliable information. We support business brokers with efficient technology to reduce busywork. 

Our mission is to make the entire journey more transparent, faster, and more accessible, helping to make the dream of business ownership a reality for more people.

Cultivate Advisors

Build a sustainable business faster with our expert, 1:1 advising. Our team is made up of experienced entrepreneurs who get what you’re going through. Cultivate has helped thousands of business owners in 100+ industries grow through core business skill development and coaching areas like financials, sales, marketing, leadership, recruiting, productivity, and more. Named to the Inc. 5000 list for six years running, we’re here to help you tackle challenges and seize opportunities so you never have to do it alone. Get started with a free 15-minute Health & Value Assessment that will pinpoint your strengths and weaknesses, giving you the insights you need to thrive.

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.

Standard Escrow

We are an independent escrow company licensed under DFPI.  We handle full service escrows including bulk sale, bulk sale with ABC licenses, bulk sale with SBA loans, stock sale, llc membership sale, etc.

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.

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".

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.

VelocitySBA

VelocitySBA is a direct SBA Lender, actively funding business acquisitions nationwide!  Ranked among the top SBA lenders in the county, VelocitySBA is closing deals faster than many brokers have ever seen!  As a non-bank lender, VelocitySBA is also more amenable to unique industries and able to structure creative deals for buyers.  Fast, efficient, SBA Experts!

Finn Financial Group

Finn Financial Group specializes in securing clients’ futures through the selective use of special purpose, tax-advantaged insurance products designed to maximize a client’s net profit upon the sake of their business.

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.

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.

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.

PBO Advisory Group

At PBO Advisory Group, we are dedicated to enhancing business value through expert finance, HR, and operational advisory services. Our strategic guidance and customized growth roadmaps are designed to ensure successful sales and acquisitions. We conduct thorough Quality of Earnings (QoE) analyses and provide transparent reports for buy and sell-side transactions. Our due diligence services examine financial, operational, and strategic elements, preparing your business for a successful sale and identifying areas for improvement. 

As your trusted partner, we empower you to focus on your core mission while we optimize operations and enhance market value. With our integrated services, you're not just prepared for the transaction—you’re positioned for unparalleled success. Let’s unlock your business's potential together!

Ivanhoe Capital

MetLife

MetLife Structured Settlements has been helping to provide financial security and fulfilling long-term promises made to our customers for over 40 consecutive years. Our commitment to delivering an outstanding customer experience and enhancing technology makes it easier to do business with us. From both physical and non-physical injury settlements to structured installment sales, our industry expertise can help create a more secured future for your clients. 

By using MetLife’s structured installment sale as a tax savings strategy, sellers receive the proceeds of their business sale in guaranteed payment streams over time, which allows them to protect their profits and defer taxes until they receive the payments. This may result in tax-savings associated with state income, net investment and capital gains.

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.

BizProValue

BizProValue is Powered by rainier business intelligence.

We empower business brokers to share the performance and value narrative of the small business in the context of the purchase/sale and merger/acquisition transaction for the small to lower mid-market business.

BizWorth

BizWorth is a national business valuation firm that delivers professional-grade valuation and due diligence reports prepared by certified appraisers to business owners, brokers, lenders, and advisors. Our services are used to support business sales, SBA loans, partner exits, tax filings, succession planning, and more. Each report is created by a Certified Appraiser—not a software algorithm—and tailored to the unique operations, risks, and value drivers of each business. Our approach blends financial precision with real-world understanding, producing results that are not only accurate but also practical.