Attorney
Business Law Group
Business Law Group 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 Name | Location | Phone | ||
|---|---|---|---|---|
 | David Burgess | San Jose, CA | dburgess@buslawgroup.com | (408) 979-7802 |
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Romin Thomson | Los Gatos, CA | rthomson@smwb.com | (408) 356-3000 |
 | Mila Balke | Los Gatos, CA | mbalke@smwb.com | (408) 356-3000 |
| Nathaniel Lucey | nlucey@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 Name | Location | Phone | ||
|---|---|---|---|---|
 | William Ziprick | Yucaipa, CA | bookkeeping@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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Scott Williams | Thousand Oaks, CA | swilliams@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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Scott Cisneros | ROCKLIN, | scott.cisneros@cnb.com | (916) 765-9443 |
| Nicole Auyang | San Francisco, CA | nicole.auyang@cnb.com | (415) 576-2821 | |
| James Cheung | j.cheung@cnb.com | |||
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 Name | Location | Phone | ||
|---|---|---|---|---|
| Paul Yeomans | Santa Rosa, CA | paul.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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Kristy Melton | Thousand Oaks, CA | kmelton@heritagecommercialfunding.com | (805) 231-0562 |
MVB Bank, Inc.
MVB Bank is a national small business lender that provides flexible financing solutions for those seeking business and owner occupied real estate financing. Our team is experienced in providing exceptional service, flexible lending solutions, competitive terms and rates, and a process that will help your client reach their goal. At MVB Bank, we think big, striving to empower our communities and to embrace industry disruption. Team MVB takes great pride in finding creative solutions for all of your client’s needs as small business owner. We understand the value of our brokerage relationships and offer best in class referral fees for their important work.
| Affiliate Name | Location | Phone | ||
|---|---|---|---|---|
| Dan Bywater | Salt Lake City, UT | dbywater@mvbbanking.com | (801) 477-7798 | |
| John Tonjes | jtonjes@mvbbanking.com | |||
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Kelley Cheney | Auburn, CA | kelley.cheney@plumasbank.com | (530) 870-1333 |
 | Robert Porter | Auburn, CA | robert.porter@plumasbank.com | +1 (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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Steve Colburn | Newport Beach, CA | stevecolburn@umpquabank.com | (949) 421-1375 |
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Kimberly Bird | CA | kimberly.bird@usbank.com | (916) 747-1660 |
 | Sean Thomson | Glendale, CA | sean.thomson@usbank.com | (818) 482-1042 |
 | Murray Anderson | Glendale, CA | murray.anderson@usbank.com | (949) 224-7152 |
 | Chris Rodewald | San Diego, CA | chris.rodewald@usbank.com | (760) 271-0676 |
 | Erik Grunwald | Orange County, CA | erik.grunwald@usbank.com | (949) 355-5767 |
 | Kevin Squires | San Jose, CA | kevin.squires@usbank.com | (408) 482-5395 |
 | Louis Lane | Sacramento, CA | louis.lane@usbank.com | (408) 508-9738 |
| Ryan Johnson | Los Angeles, CA | ryan.johnson8@usbank.com | (424) 644-4999 | |
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Patsy Mercado | San Ramon, CA | pmercado@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 Name | Location | Phone | ||
|---|---|---|---|---|
| Cynthia Moller | Santa Clarita, CA | cmoller@glenoaksescrow.com | (661) 600-0922 | |
| Robin Kim | rkim@glenoaksescrow.com | |||
| Kirk Gregor | kgregor@pangogroup.com | |||
| Lucas Pepi | lpepi@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 Name | Location | Phone | ||
|---|---|---|---|---|
| Sally Rowshan | Torrance, CA | sally@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.
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Andy Anderson | Riverside, CA | andy.anderson@edwardjones.com | (951) 397-2587 |
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
| Affiliate Name | Location | Phone | ||
|---|---|---|---|---|
| Steve Cooper | Huntington Beach, CA | tcr@ersop.com | (866) 693-7767 | |
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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Marie Askew | Woodbridge, CA | marie.askew@liveoak.bank | (209) 747-0151 |
 | Jeff Hildebrandt | Burbank, CA | jeff.hildebrandt@liveoak.bank | (213) 284-4565 |
| Nathan Sahar | Lafayette, CA | nathan.sahar@liveoak.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 Name | Location | Phone | ||
|---|---|---|---|---|
 | Michael Johnson | Winter Springs, FL | mjohnson@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.
| Affiliate Name | Location | Phone | ||
|---|---|---|---|---|
 | Margaret Hill | Denver, CO | margaret.hill@hillprograms.com | (303) 929-3523 |