Strategic Partners

A complex transaction needs a team of professional service providers to oversee all aspects of the deal. Engaging service providers early in the process creates a more seamless and efficient transition experience.  From attorneys to financial planners and CPAs, we partner with the best providers to deliver high-caliber transactional services. Our partners are selected specifically for their knowledge, experience, and specialty in business transfers.

As the main point of contact, we quarterback the process to save you time and money.  Much of our success is due to our ability to collaborate with and coordinate multiple service providers to keep the process moving forward.

Click Below To See Strategic Partners By Service




  • Procopio
  • Whitney M. Skala, A P.C.
  • Witham, Mahoney & Abbott, LLP
  • Sheppard Mullin
  • Dunn DeSantis Walt & Kendrick, LLP
  • RS Law Group
  • Seltzer Caplan

  • Precision Financial, LLC
  • Willoughby & Associates, PC
  • Considine & Considine
  • Leaf & Cole
  • Moss Adams
Financial Planners

  • AllianceBerstein
  • California Bank & Trust
  • US Bank
  • San Diego Private Bank
Investment Bankers

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