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 |
|---|---|---|
| Jaye Lynn Schneider, Schneider Law Firm, P.S. | ESCROW - Business Escrow Formations & Contracts | 425.822.2353 |
| Cynthia Hall, Law Offices of Cynthia Hall | CPA - Tax & Estate Attorney | 206.484.5989 |
| Kai Bottomley, Hellam, Varon & Co. Inc. P.S. | CPA | 425.453.9192 |
| Ken Williams, CliftonLarsonAllen LLP | CPA | 425.250.8100 |
| Peter Lake, Island CPAs Small Business Accounting | CPA - (Vashon & San Juan Island) | 206.463.9944 |
| Chris Free, Rapport Benefits Group | INSURANCE - Health Benefits Broker | 253.722.5810 |
| Allan Pratt Pratt Legacy Advisors | LEGACY PLANNING | 425.455.0999 |
| Matt Swank AGP Wealth Advisors, Managing Partner | FINANCIAL PLANING - Private Wealth Advisory | 425.228.1000 x 130 |
| Grant Monson The Monson Group | FINANCIAL PLANNING - CFP Wealth Advisory | 425.214.0427 |
| Aaron Marberg Bernstein Wealth Management | FINANCIAL PLANNING - | 206-342-1315 |
| Keith Atneosen Ronald Blue | FINANCIAL PLANNING - CFP, AEP Wealth Management - Ronald Blue & Co. | 360-550-6393 |
| Andrew Ballard Marketing Solutions | MARKETING - Strategic Marketing, Branding & Media Management | 425.337.1100 |
| Howard Hale ManifesGO | WEB MARKETING - Video & Social Media BD | 206 355-0313 |
| Keil Larsen Walters Reed Law | ATTORNEY - Business Transition Law | 206 953-9633 |
| Evan Marques | ATTORNEY - Law Firm | 253.572.4500 |
| Patrick Hanis Eisenhower Carlson | ATTORNEY - Hanis Irvine Prothero Law Firm | 253-520-5000 |
| Greg Russell Peterson, Russell, Kelly | ATTORNEY - Small Business law, Tax & Securities | 425.462.4700 |
| Greg Williams Key Bank | BANK - SBA Loan Officer | 206-684-6339 |
| Christine Heckert Heritage Bank | BANK - SBA Loan Officer | 425 787-5549 |
| Steven Evans First Sound Bank | BANK - SVP Commercial Bank | 206-965-5092 |
| Eric Fry Advantage Development | MANAGEMENT CONSULTANT - Business Improvement - | 206.617.1188 |