Strategic Partners

Our experienced advisory team consists of top professionals specifically selected for their knowledge, experience and specialty in business transfers.  They work closely with both owners and each other to ensure that the transaction goes as simply and as quickly as possible. We engage service providers early in the process. We have a strong working relationship with the following professionals:
 

Click Below To See Strategic Partners By Service

Attorneys

  • RS Law Group
  • Procopio
  • Sheppard Mullin
  • Seltzer Caplan

CPA's

  • Considine & Considine
  • Leaf & Cole
  • Moss Adams
  • CEA, LLP

Financial Planners

  • Berstein Global Wealth Management 
  • Wealth Bridge Adviser
  • United Capital
  • Raymond James

Banks

  • California Bank & Trust
  • US Bank
  • San Diego Private Bank
  • Pacific Western Bank

Investment Bankers

  • Windward Ventures
  • Objective Capital
  • Mission Ventures
  • Sparrow Capital


      

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