After 30+ years of business, we’ve developed relationships with professional service providers who have proven that they understand how to make small business ownership transitions work successfully. If you need a referral for someone in:
- Purchase Finance
- Legal & Accounting
- Retirement Planning
- Psychiatric
We would be happy to assist you to connect with one of our trusted affiliates below:
| Affiliate Name | Affiliate Type | Phone |
|---|---|---|
| Cindy Hansen Galvin Law & Escrow | ESCROW - Business Escrow Formations & Contracts | 425.275.9865 |
| Cynthia Hall Integrated Law | CPA - Tax & Estate Attorney | 206.201.3290 |
| Harold Speers Hellam, Varon & Co. Inc. P.S. | CPA | 425.453.9192 |
| Matt Swank Heritage Wealth Advisors | FINANCIAL PLANING - Private Wealth Advisory | 425.228.1000 |
| Grant Monson Alterra Advisors | FINANCIAL PLANNING - CFP Wealth Advisory | 425.749.3300 |
| Aaron Marberg Bernstein Wealth Management | FINANCIAL PLANNING - | 206-342-1315 |
| Andrew Ballard Marketing Solutions | MARKETING - Strategic Marketing, Branding & Media Management | 425.337.1100 |
| Keil Larsen Larsen Walters | ATTORNEY - Business Transition Law | 206 953-9633 |