Brokerage Solutions

image 3

Loans

Tap into our robust financial ecosystem powered by partners committed to execute business and real estate transactions.
image 5

Business

Acquire, expand, or exit a business with our advisors, who have real-life experience in executive management and operations.
assets (1)

Real Estate

Buy, sell, or lease properties anywhere in California with licensed local professionals who perform at the highest levels.

Advisory Services

Valuation

We provide a broker’s opinion of value by thorough data collection, physical inspection, and market analysis to determine the fair market value of the subject business or real estate asset. Our advisors prepare a comprehensive report outlining their opinion of value, including valuation methods, key assumptions, and considerations.
Group 1-1

Capital Planning

Our advisors provide expertise, customized solutions, and strategic guidance to help you secure financing, mitigate risks, optimize loan terms, and effectively achieve your business and real estate investment objectives. We support your growth aspirations while ensuring financial stability and success in the long term.
Group 1-2

Research & Analysis

Effectively engage with our advisors to receive extensive market and investment analysis reports that inform your strategic decision-making, drive business success, and maximize returns on your business or real estate initiative. Each report is thorough, well-organized, and tailored to your needs and objectives.
Group 1-3

Notary

Many legal documents, such as contracts, deeds, powers of attorney, and affidavits, require notarization to be legally valid. Strict ethical standards and confidentiality rules bind notaries. We handle sensitive information with discretion and ensure personal and confidential details provided during the notarization process remain secure.
notary (2)

Direct knowledge to your inbox

Stay up to date with our Advisors’ insights.

Insights

Risk is expensive

The primary factor in determining your lending...

The concept of leverage

Financing a real estate investment may increase...

Seller's Discretionary Earnings (SDE)

SDE determines business cash flow and enables an...