Attorney

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.

Affiliate NameLocationEmailPhone
David BurgessDavid BurgessCampbell, CAdavid@dcburgesslaw.com(408) 376-4155

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

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 ZiprickWeatherford, TXbookkeeping@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

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.

Affiliate NameLocationEmailPhone
Scott CisnerosScott CisnerosROCKLIN, CAscott.cisneros@cnb.com+1 (916) 765-9443
Pete MatsonRichmond, CApete.matson@cnb.com
Ceci Pistonececi.taverapistone@cnb.com
James CheungSan Francisco, CAj.cheung@cnb.com(916) 813-9551

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.

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.

Affiliate NameLocationEmailPhone
Eric NgEric NgDanville, CAeric.ng@fremontbank.com(510) 882-1868
Don MarekLivermore, CAdonald.marek@fremontbank.com(925) 315-3737
Julie Milesjulie.miles@fremontbank.com(925) 309-1058

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.

Affiliate NameLocationEmailPhone
Erik GrunwaldErik GrunwaldTorrance, CAegrunwald@ffb.bank(949) 355-2079
Affiliate NameLocationEmailPhone
Anna DuncanCanton, TXanna.duncan@huntington.com(945) 223-8113

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 CheneyAuburn, CAkelley.cheney@plumasbank.com(530) 870-1333
Nizar Elie DahdouhNizar Elie DahdouhSan Diego, CAnizar.dahdouh@plumasbank.com(619) 957-7322

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.

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
Sean ThomsonSean ThomsonGlendale, CAsean.thomson@usbank.com(818) 482-1042
Murray AndersonMurray AndersonGlendale, CAmurray.anderson@usbank.com(949) 224-7152
Chris RodewaldChris RodewaldSan Diego, CAchris.rodewald@usbank.com(760) 271-0676
Ryan JohnsonLos Angeles, CAryan.johnson8@usbank.com(424) 644-4999

Business Services

BBMS Media ("Marketing for Business Brokers")

MARKETING SOLUTIONS FOR BUSINESS BROKERS We are the leading global marketing agency, working exclusively with Business Brokers and M&A Intermediaries to create high-quality marketing products to help them sell and list more.

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!

MOD Assistants

Virtual assistants that know your business. At MOD Assistants we offer VA services for the business broker industry. We have been working with brokers for almost a decade. We know the language, the systems and the administrative needs in your everyday life. Our assistants are all US based, experienced and background checked. We work on a fractional basis with our smallest package being just 15 hours per month (3-4 hours per week). Typical tasks we help our broker clients with include building CBRs, managing buyer inquiries, data entry, email/calendar management and social media content creation.

Affiliate NameLocationEmailPhone
Jaclyn PooleDallas, TXjaclyn@hiremod.com(303) 957-7149

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) 323-3194

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 MollerCynthia MollerSanta Clarita, CAcmoller@glenoaksescrow.com(661) 600-0922

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".

Affiliate NameLocationEmailPhone
Jennifer BarnesJennifer BarnesSan Ramon, CAjennifer@greenescrow.biz(925) 523-3232

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.

TOWN & COUNTRY ESCROW

Town & Country Escrow Corp., founded in 1976 to serve the escrow needs of the real estate and local community, with “Quality at your Service”, being our promise to our clients. Town & Country Escrow Corp. processes all types of escrows, including Residential Sales and Refinances, Commercial and Industrial, Bulk Transfers, Alcoholic Beverage Control License Transfers, Short Sales and Manufactured Homes Refinances, Commercial and Industrial, Bulk Transfers. Shalonda Chappel is our bulks sales, business opportunities and ABC License Transfer expert with over 28 years experience. Our main location is in Corona, Ca.

Financial Services

California Bank & Trust

Creating California’s best banking relationships. For nearly 70 years, California Bank & Trust has been helping California families and businesses grow and prosper. Today we’re one of California’s most admired banks, offering guidance, collaboration and customized options simply not found at other banks. We invite you to learn more about CB&T. As an SBA Preferred Lender, we can help you find government-guaranteed SBA loan options that fit your business needs, while allowing you to seize opportunities. SBA financing through California Bank & Trust- we can review your best SBA loan options, help submit your application, and close your loans as quickly as possible.

ERSOP.com

We are the original 401(k) Rollover For Business Start-Up Plan. Invest your IRA and 401(k) into your business with the exit strategy that started it all in 1999, without which you have double taxation. You’ve worked hard for years. You’ve been responsible and saved for your retirement. You have a 401(k) and/or other plans. What’s the best way to take advantage of this money? For many people, it is to use it to invest in themselves and their families… in a way that the government takes as little as possible. That is what ERSOP® can help you do

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.

Nexus Commercial Finance

My simple goal is to add value to your business. As a Direct Alternative Lender & Sourcing SBA Advisor, my team and I work with business brokers, CPAs, and lawyers to secure challenging SBA loans for Buyers & Non-Bankable buyers. We raise capital for large M&A deals through our internal investors and loans to business owners. -Raising capital for buyers for SBA downpayments -Raising Capital for M&A -Private Equity -Private Commercial Real Estate Lender

Affiliate NameLocationEmailPhone
Oz JosefianOz JosefianSan Jose, CAoz.josefian@mynexusfinance.loan(408) 560-2700

PolyFin Financial Services

Since 2022, PolyFin Financial Services has been providing personalized professional accounting services to the Portland area, and we value the relationships we've built with our clients since that time. We go the extra mile to offer the custom-tailored insight, support, and guidance that you need. As a small firm of dedicated accounting professionals, we focus on serving the unique needs of our clients on a one-to-one basis. We are accessible, flexible, and personal, and we make your business our business. Contact us today for a complimentary initial consultation.

SV Consulting

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.

The Lease Coach

Taught by long-time industry insider and expert Dale Willerton, The Lease Coach Bootcamp is a course to teach business brokers how to effectively add professional lease consulting and negotiation to their services. Willerton, Founder of The Lease Coach, is a professional speaker and co-author of Negotiating Commercial Leases & Renewals For Dummies (Wiley, 2013). The Lease Coach, has been negotiating lease deals for foodservice, commercial, retail, healthcare and office tenants for almost 30 years. In that time The Lease Coach has successfully negotiated and consulted on over 3000 leasing projects for tenants throughout The United States and Canada. Visit https://www.TheLeaseCoachBootCamp.com or https://www.TheLeaseCoach.com. For more information call 1.800.738.9202 (ext 1) or email DaleWillerton@TheLeaseCoach.com.

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, a division of One80 Intermediaries, offers coverage to a variety of professionals including business valuators, business brokers and merger & acquisition advisors. Coverages include but are not limited to: Business Valuators, Business Brokers & Consultants, Mergers and Acquisition Intermediaries, Machinery and Equipment Appraisers, Forensic Accounting, Expert Witness Services, and Litigation Support.

Valuation

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.

Affiliate NameLocationEmailPhone
Len KrickLen KrickHenderson, NVlen.krick@sunbeltnetwork.com(702) 496-8865