Attorney

Affiliate NameLocationEmailPhone
Thomas GeorgiannaThomas GeorgiannaIrvine, CAtg@boydlawapc.com(949) 753-1028

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.

Affiliate NameLocationEmailPhone
Daniel LopezOntario, CAdlopez@empirebusinesslawfirm.com(855) 781-7705

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
Julie CsikanyLos Angeles, CAjulie.csikany@cnb.com(858) 663-4704

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

Gulf Coast Small Business Lending

At Gulf Coast Small Business Lending, we think logically and move quickly while providing great terms and competitive rates to borrowers across a wide range of industries. Our highly experienced SBA lending team offers a consultative and personalized approach to deliver SBA loan solutions that are customized to your business and your unique needs. As SBA Preferred Lenders, we know the SBA loan programs inside and out – we have the necessary experience and knowledge to deliver unmatched customer service. Contact us today to put our 100+ years of combined SBA industry experience to work for you. We are NOT ordinary lenders and we are passionate about helping small businesses grow and succeed.

Affiliate NameLocationEmailPhone
Steve ColburnSteve ColburnSan Clemente, CAstevecolburn@gulfbank.com(949) 445-4366
Affiliate NameLocationEmailPhone
Anna DuncanCanton, TXanna.duncan@huntington.com(945) 223-8113

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

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.

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

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+1 (530) 870-1333
Nizar Elie DahdouhNizar Elie DahdouhSan Diego, CAnizar.dahdouh@plumasbank.com(619) 957-7322

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

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.

Affiliate NameLocationEmailPhone
Omar KettaniWoodbridge, NYomar@dealrelations.com(650) 295-0759

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
Robin KimBeverly Hills, CArkim@glenoaksescrow.com(310) 550-3330
Kirk Gregorkgregor@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".

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.

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

Financial Services

J. Galt

J. Galt Finance Solutions offers a range of services aimed at building and optimizing business credit for small to medium-sized businesses. Our comprehensive approach ensures that businesses can access the capital they need for growth and sustainability without relying on personal credit.

Affiliate NameLocationEmailPhone
Marc KrullMarc KrullMartinez, CAmkrull@jgalt.io(925) 768-6150

Parallel Advisors

Parallel Advisors is an independent wealth management firm headquartered in San Francisco with several offices throughout the US. We manage the wealth of families, business owners, entrepreneurs, & foundations. We combine our wealth advisors and in-house CPAs to provide in depth tax & wealth planning when dealing with a life transition, the sale of a business, retirement, or a liquidity event. As a fiduciary, our portfolios are customized and designed with the best interest of our clients in mind, providing an open architecture to select the best securities and asset managers among public and private asset classes.

Affiliate NameLocationEmailPhone
Anthony LugoAnthony LugoSan Francisco, CAanthony.lugo@paralleladvisors.com(415) 231-2123

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.

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

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