California Association of Business Brokers www.CABB.org
The California Association of Business Brokers is a professional trade association whose members are actively involved in assisting their clients in selling, buying, and evaluating businesses.
International Business Brokers Association www.IBBA.org
The International Business Brokers Association (IBBA) is an international association for people and firms engaged in business brokerage and mergers and acquisitions. The IBBA provides its members with education in business brokerage, the Certified Business Intermediary (CBI) accreditation, and networking opportunities and semi-annual conferences.
The M&A Source www.MASOURCE.org (please add logo)
The M&A Source is so named because it represents “the source” of opportunity and professional growth for merger and acquisition intermediaries and strategic professionals who are dedicated to the lower middle market (LMM). Examples of strategic professionals include transaction attorneys, transaction CPAs, Private Equity Groups (PEGs), business appraisers, financial planners & wealth managers, bankers/lenders, and others.
Printing Industries Association of Southern California www.PIASC.org
Printing Industries Association, Inc. of Southern California (PIASC) is the trade association for the graphic arts community in Southern California. Founded in 1935 and incorporated in 1944, today, PIASC is the largest graphic arts trade association in the nation, serving the interests of more than 1,600 member companies in Southern California.
Business Relationship Consultant – Laura A Bruno www.lauraabruno.com
Laura is the owner of SBL Consulting. Her programs on Business Relationships have changed my business life. My referrals tripled after hiring her. My revenues more than doubled! Her programs are both fun and effective to implement and everyone wins. She also helps business owners hire the right people for the right job by utilizing online assessments.
Business Acquisition Financing – Steve Colburn www.cbank.com
Steve has been an incredible resource for us for 15 years. He is a top notch financial professional. His background in underwriting and business development give him a unique perspective when identifying and working with buyers for acquisition financing or working capital loans. Steve and is the best I have experienced.
Accounting Services – Fred Karma and Nicole Albrecht www.taxmanfred.com
Financial Accounting Services is a tax and financial planning firm specializing in tax compliance, wealth management, and wealth protection. Financial planning is a process that involves forming relationships, discovering goals and developing a plan to meet those goals.
Attorney (Business) – DeAnn Chase www.chaselawmb.com
DeAnn Chase is the founder of Chase Law Group. They provide a full range of legal services to business owners. She is an experienced attorney is accessible and responsive to her clients’ concerns.
Attorney (Estate Planning) – Scott Schomer www.schomerlawgroup.com
Your estate is merely the assets you own, such as your car, residence, other real estate, cash and bank accounts. Regardless of how big or small, we all have an estate that we cannot take with us when we die. This is why estate planning is important for everyone!
Attorney (Patent) – Marc Hankin www.hankinpatentlaw.com
Marc and his team focus on protecting the valuable intellectual property assets of corporations and individuals across California, the United States, and the world. They represent clients in all aspects of intellectual property law, including patent applications and patent infringement litigations as well as Trademark, service mark, trade dress registrations, litigations and more.
Attorney (Real Estate) – Carol Glover www.chaselawmb.com
Carol Ann Glover, an attorney for more than 20 years, has broad experience in all areas of California real estate law. Her real estate practice focuses on real estate purchase and sales transactions, commercial leases, property management, escrow and title advisory, development, asset organization and restructuring, construction and architect contracts, landlord/tenant issues, loan workouts, and litigation related to these areas.
Business Consultant – Larry Haas www.globalaperture.com
Larry and his team are a strategic change management firm with a unique approach to problem solving that blends ideas (strategy), people (alignment), and action (integration). They are dedicated to help entrepreneurs slice through complexity, improve focus, and build the capabilities to succeed.
Business Consultant – Bill Black www.exitcoachradio.com
Bill creates written succession and exit plans for business owners that are over 50. The “Road Map” helps owners establish their goals/priorities and then works with the clients other advisors to create a team approach. He specializes in the design and funding of benefit plans as well as complex estate and business life insurance strategies. Bill is great to work with.
Business Consultant – Daniel Feiman www.builditbackwards.com
I have worked with Daniel on the client side and he has superb abilities to cut to the chase and identify where and if he can be of service to a business owner. He guarantees a multiple of return on his fees for the work he does. Daniel is a quality guy with great resources and he is easy for me to refer.
Certified Financial Planner – Gregory Schill www.theadvisorygrp.com
Greg has decades of experience in financial planning. His high ethics combined with his conservative and methodical approach gives comfort to his clients, knowing their assets are being managed properly.
CPA – Glenn DeMar www.demarcpa.com
Glenn is the founder and President of DeMar CPAs. Glenn does more than just tax returns and general accounting. He has tremendous capacity to recognize what tools clients need to not only be profitable but efficient as well. I refer Glenn knowing the clients will benefit from his services.
CPA – Gerry Michael www.falcosult.com
I have worked with Gerry on several deals and he is outstanding and objective as a CPA and as a business consultant. Gerry has a niche with manufacturing and printing companies.
Equipment Leasing – Lonnie Langdon https://www.linkedin.com/in/lonnie-langdon-b9b3705
Lonnie and his team have been leasing equipment since 1987. Financing productive, income producing equipment for growth firms. They offer structured vendor programs, and Japanese multinational leases. Transaction size up to $5 million and an annual volume of up to $10 million per year.
Escrow Company – Cindie Kim www.towerescrow.com
Cindie is the best and specializes in Business related escrows. I have worked with her for over a decade and there is no one better than her.
HR Consultant – Dana Smith www.exaltresources.com
Dana and her team provide outstanding outsourced HR needs for their clients such as: Employee handbooks, workforce management, training, benefit administration, hiring and firing as well.
Investment Banker – Carter Freemen www.janascorp.com
Carter is Chairman and CEO of Janas Associates. Janas is a worldwide investment banking firm handling corporate finance, consulting and M&A for middle market companies. They have the wisdom and experience and get the job done right.
Investment Banker – Paul Fejtek www.ascendiant.com
Paul is the Managing Director at Ascendiant and has nearly 20 years of experience executing M&A transactions as an investment banker, beginning at Citigroup Global Markets, Inc. where he was repeatedly honored as the #1 dealmaker in his division. Sectors with transactional expertise include: energy, food & beverage, medical products & healthcare, transportation, technology.
Investment Banker – Justin Blaine www.mentorsecurities.com
Justin is a Managing Director with The Mentor Group, a regional full service Investment Banking firm performing valuations, M&A services and capital raising. Justin is great to work with and brings real value to his clients.
Investment Banker – Channing Hamlet www.objectivecp.com
Channing and his team are an M&A firm focused on transactions for privately held companies with enterprise values up to $200 million. Headquartered in Southern California since 2006, they have collectively executed over 350 engagements in more than 35 industries.
Investment Banker – Michel Bertram www.mcapadv.com
Michel and the leadership of M/Cap Advisors has executed over 50 transactions across 11 sectors in North and South America, Europe and Australia for early stage enterprises to Fortune 500 companies.
Investment Banker – David Bonrouhi www.calabasascapital.com
David and his team view Mergers and Acquisitions as highly individualized processes that must be specifically tailored to both the emotional and business needs of the clients involved.
Merchant Credit Card Processing – Anders Moller www.capitalbankcardcal.com
Capital Bankcard was founded in 1988 and has worked with over 80,000 merchants now. They offer quality customer service along with customized and innovative solutions so businesses can thrive.
Payroll – Steve Goldstein www.payrollmanagementsolutions.com
Steve owns Payroll Management Solutions and is the go to alternative to the big payroll boys that raise your rates every year. He is nearly half the cost of other payroll services, while maintaining excellent customer service. Steve does payroll and HR only and does it very well.
Real Estate Commercial Sales – Karl Neihaus http://www.crei.biz
Karl and his team at CREI is a commercial real estate company that provide sales and leasing expertise to commercial property owners and tenants throughout Los Angeles and Ventura Counties.
Sales Coach – Leslie Groene www.groeneconsulting.com
I have seen Leslie’s work and have shared the stage at a CEO forum speaking venue on business growth. Leslie is a very dynamic, knowledgeable sales and marketing coach. She excels with one on one coaching or being your part time sales manager. She brings street smarts from her own sales career and a focus on fundamentals to implement break through sales and marketing success.