Meet with an advisor

People we trust

The people we send you to.

A sale needs more than a broker. It needs a lender who understands your industry, an attorney who has closed deals like yours, and an accountant who can defend your add-backs. We do not take referral fees. These are simply people who do good work.

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Who we send people to

The people we trust.

We take no referral fee from anyone on this page. They are here because they do good work and because our clients keep thanking us for the introduction.

SBA lending

Transaction attorneys

Accounting & tax

Wealth & estate planning

Already recommended

Three we point people to by name.

  • Commercial lending

    Diamond Financial

    A national lending firm that shops financing across many lenders. Widely respected, and they help buyers evaluate their options. They offer an initial buyer pre-qualification we encourage buyers to get.

    Visit
  • SBA lending

    Live Oak Bank

    Also very well respected in this market, with an outstanding resource centre for buyers working through the SBA process for the first time.

    Visit
  • Buyer community

    SearchFunder

    A lot of genuine knowledge shared between buyers and searchers, plus local events in many cities for buyers to meet each other.

    Visit

Need an introduction?

We keep working relationships with deal attorneys, SBA lenders and CPAs across the Pacific Northwest. Tell us what you need and we will point you at the right person. No fee, and no obligation to work with us.

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We welcome the opportunity to connect with any business owner that is thinking about buying and selling a business.

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