1 Name & Contact Group Description Pamela M. Adams The Adams Financial Group of Wells Fargo Advisors (949) Investment Mgmt Financial Advice Dale Affonso McGladrey LLP (949) Taxation - Audit - Consulting - International - Busin Anerio Altman Lake Forest Bankruptcy (949) Bankruptcy NPB [GLIT - EC] CSM IRV Pamela M. Adams, CFP, The Adams Financial Group: a premier wealth management group of Wells Fargo Advisors, LLC. We provide comprehensive wealth mgmt services/investment advice to business owners, corporate executives, non-profits and individuals in over 15 states. We collaboratively work with other key advisers. Our team members provide 401K plan expertise, stock option analysis and investment strategies to assist our clients in the achievment of their retirement and financial goals. Tax Principal with McGladrey and tax attorney. Specialize in tax planning for closely held and middle market companies in various industries including Real Estate and Construction, Manufacturing, High Tech and other industries. We are a Bankruptcy Law Firm that processes Bankruptcy Petition and handles litigation in the Bankruptcy Courts throughout Southern California. We are not a mill, we are s. D. Joe Atchison Sunbelt Business Sales, Mergers & Acquisitions (951) Financial Services Mergers & Acquisitions, Business Broker Randolph Bain Assayag Mauss (714) Business Litigation ONT SCM Our office sells small to mid-sized businesses (up to $10M in enterprise value) and commercial property, primarily in all five Southern California Counties - altohough we do list busiensses in other states and countries. My industry specialties are: manufacturing and distribution, professional practices, contractors, automotive service and B2B products and services. Mr. Bain represents individuals, businesses and financial institutions in business and commercial litigation. He is experienced in settlement negotiation/documentation and trial, and litigates frequently in state, federal and bankruptcy court.
2 Frumi Rachel Barr The Frumi Group/ The Why Institute (949) CEO Virtual Roundtables/ Secret Weapon to CEOs Ellen Bartholemy Hall & Company (949) Audit - Consulting - Taxation - Intl - Lit Support Michelle Bauman ProVisors (818) Special Events Steve Bender inhouseit IT support for Orange County businesses NPC NPB PNG JWA We guide Leaders who are frustrated by feeling like they have to have all the solutions when issues skid to a stop on their desks. In virtual online groups they hear different perspectives from their peers to make better decisions and feel supported. We work with businesses and their owners to help them to create ideal businesses and amazing lives for the owners. As the Special Event Coordinator I am responsible for coordinating with Group Leaders to deliver quality special events for all ProVisors members. I coordinate special events annually ranging from luncheons for 20 in a restaurant to large mixers and quarterly special events at theatres, cultural locations, etc. in San Diego, Orange County, Los Angeles, San Francisco and Boston. inhouseit is the premier IT outsourcing company for small to medium sized businesses, specializing in IT services and VOIP phone systems. Aaron Biehl Dempsey Bluevar (714) IT - Computer / Forensic - Business Service IRV We help our clients succeed taking a strategic approach to your technology. Our purpose is to deliver measurable results that will align your IT with your business goals. Debbie Biscotti Ovation Payroll (949) Human Resources Other - Payroll Ovation Payroll is a National Payroll Service Guarantees A+ BBB rated personalized Payroll Services including full taxpay service, Direct Deposit, all Quarterly and Year End returns filed electronically and much more at 20 to 40 % less expensive than our National Competitors! In business over 10 years with Insurance Certificate & SAS 70 Compliant.
3 Kahni Bizub Wright Ford Young & Co CPA's (949) Taxation Harley Bjelland The ERISA Law Firm (949) Employee Benefits / ERISA - Healthcare - Taxation - N Kathie Bloomfield HPI Architecture (949) Real Estate Architecture - Planning - Interior Desgn NPC2 NPG [GL - EC] ~ SCM OCM Kahni Bizub is a Tax Partner with Wright Ford Young & Co, a CPA firm that provides tax, audit and consulting services. Kahni's specialty is tax planning and compliance services for closely held and family-owned businesses and their key executives in the service, manufacturing, and distribution industries. Advise employers on ERISA and employee benefits including retirement benefits, health and welfare benefits and executive compensation. Kathie is a Business Development Director at HPI, a diversified architecture, planning and interior design firm established in The firm specializes in educational, medical commercial and civic design. Anabella Bonfa Wellman & Warren LLP (949) Trade Secrets/Business Litigation NPI Ms. Bonfa specializes in cases involving theft of trade secrets from businesses, unfair competition and partnership disputes. Ron Brand Wolfe & Wyman LLP (949) Employment Law - Business Litigation Alex Brown LearnerNation (866) Marketing Developing and maintaining partnerships - Sales NPB Ron is a Partner in Wolfe & Wyman LLP's Southern California (Irvine) office and heads the firm's employment law practice. He represents employers in all aspects of employment law in both state and federal courts, and before administrative agencies. Ron also has substantial experience in business litigation. He is "AV" Peer Review Rated by Martindale-Hubbell and was selected for inclusion in 2011 Southern California Super Lawyers Rising Stars. LearnerNation is a cloud-based e-learning software that creates better educated and trained employees. Instead of PDFs and powerpoints, we implement an engaging and dynamic online learning experience that is proven to increase training knowledge retention by up to 600%!
4 Simon Aziz Budhwani Core Law Group LLP (949) Family Law Shawn Michael Burnstein, ARM, CIC Solomon & Solomon Insurance Brokers Inc. (949) Insurance Commercial Insurance & Risk Management Diane Cannon Prudential California Realty (949) Real Estate Mid to High End Coastal Homes Anna Carno Carno & Carlton LLP (949) Construction Law - Business Litigation CSM NPG [GLIT - EC] IRC SOC [H - GLIT] Core Law Group a full service law firm representing individuals with a wide array of legal needs related to Family Law & Civil Litigation. Simon Aziz Budhwani is the Chair of the American Bar Association - Solo and Small Firm Family Law Section. He is also a previous board member of the OC Bar Association-Young Lawyers Division, has been presented with a pro bono service award by California Bar President Jon Streeter, and has been featured on the cover of OC Lawyer Magazine. It's been said..."it pays to plan ahead - it wasn't raining when Noah built the ark." Businesses face many exposures to loss that create unpredictable legal liability, result in property loss, or that negatively impact cash flow. Left unmanaged, these exposures can jeopardize the profitability, productivity and solvency of a business. Companies choose Solomon & Solomon because we are known for delivering positive outcomes by effectively managing and reducing their cost of risk. Considered specialists in the sale of fine homes and luxury estates on the California Riviera, Ardery and Cannon credited their success to their vast network of industry contacts, detailed understanding of interior design and knowledge of the local real estate market, which ensures accurate pricing for their clients homes. Setting a price that reflects current market conditions typically results in higher offers from buyers, shorter market times and less inconvenience overall. Ms. Carno s law practice focuses on construction law and real estate law. She has represented various businesses including construction companies, engineering firms and design professionals. She is an experienced litigator and a certified mediator. Paul Castillo HBLA Certified Public s Inc (949) Audit NPC2 As an audit partner at HBLA Certified Public s, Inc., I specialize in audits, reviews, and compilations of small to medium sized entities in various industries, which include manufacturing and distribution, professional services, software, employee benefit plans, and nonprofit organizations.
5 Brian Chou Barth Calderon, LLP (714) Estate Planning - Business - Transactional CER [GLIT - EC] Brian Y. Chou is ann attorney focusing on estate planning, estate administration, business succession planning, asset protection and probate. Paula Clarkson Merhab Robinson, Jackson & Clarkson, A Prof. Corp. (714) com Estate Planning, Probate, Trust Administration Richard Clayman Cloudwalker Videoworks Marketing Businesss Service - Marketing/Communication/Brandin Jason Cohn Cohn & Swartzon, P. C. (714) Personal injury, wrongful death, automobile accidents Kirk Conole DCI Solutions e Performance Guaranteed Reduction of SG&A Costs Donald Corliss, Jr. Corliss, A Law Corporation (877) Estate Planning - Business - Transactional - Taxation IRM LAX [GL - EC] ~ BH4 IRP IRV SOC [GLIT] California State Bar Legal Specialist in Estate Planning, Trust, and Probate Law. I design basic probate avoidancee plans to intricate tax and protection plans ncluding insurance trust, QPRTs,IDITs, and business succession plans and everything in between. I also assist with probates, conservatorships, and guardianships. Network quality video for websites, product, corporations, non-profits, directed, produced, and edited by and local TV ads, written, a multiple award-winning producer/director. I am a personal injury attorney with over 15 years legal experience. I differentiate myself by providing individualized, "Nordstrom-like" service to my clients. I handle automobile, bicycle, pedestrian and motorcycle accidents including wrongful death, but also represent clients in product liability, premises liability and dog bite / mauling cases. Why refer DCI? Wee consistently find large savings - often in excess of $1 Million. Former PWC and specialized rate experts. Enormous buying power and fact-based negotiation. Consistently cut costs 20% - 50%. We've done this longer and better than any other firm and do work not duplicated anywhere else. We get paid AFTER the client gets his refunds. Concentrating on Estate Planning, Businesss Planning, Asset Protection and Wealth Preservation Corliss, A Law Corporation, helps California families plan for life, deal with death, preserve wealth, and protect inheritances.
6 Peter Cross ISU Insurance Services Tasman LLC (949) Insurance Risk Management / Commercial Insurance NPG Providing assessment and management of risk and related insurance solutions to corporations. Associate in Risk Management (ARM), Certified Insurance Counselor (CIC), Professional Workers Compensation Advisor (PWCA) Kathy Dawson Dawson & Dawson Inc (949) Staffing/Recruitment - Management - Business Servi John Denny Minyard Morris LLP (949) Family Law - Mediation - Collaborative Law. JWA NPC2 Kathy has over 30 years' exp. in the nat'l search and staffing industry. Her firm is known for hiring industry experts who have assisted thousands of companies and individuals secure their next great new hire or job. As a CSP) leader she has developed a clientele and candidate base that reaches far and wide. Her 'Millionaire Matchmaker' passionate approach for helping quality companies and quality candidates find each other separates her team of experts apart from other firms. I am a Family Law attorney, emphasizing the consensual and non-adversarial methods of mediation and collaborative law. I also do traditional litigated divorces. Jim Doty B2B CFO (949) CFO Services IRV2 B2B CFO provides the services of a CFO to small & medium size companies on an as-needed basis. I assist business owners in taking their business to the next level. Linda Duffy Ethos Human Capital Solutions (949) Human Resources Human Resource Services - Outplacement - Recruiting - [GLIT - EC] Ethos Human Capital Solutions is a trusted human resources advisor to businesses in the areas of recruiting, human resources consulting, training, and mentoring. Known as The People Problem Solver, we develop strategies for business leaders to get the right people, systems, and culture in place to achieve their goals. We specialize in addressing the specific challenges of Founder-led and family-owned businesses, and in M&A due diligence and integration.
7 Bill Ellermeyer Ellermeyer Connect (714) Human Resources Executive Outplacement - Outplacement CSM Executive Career transition Consultant Chris Elliott LPE Inc. (760) Marketing Corp. & Employee Gift Programs/ Promotional Product Tony Enrico Tony Enrico LLC (949) Leadership Dev, Strategy & Execution, Sales Dev Nikki Fermin Law Offices of Joel W Baruch PC (949) Labor / Employment - Personal Injury / Malpractice Cori Ferrentino Ferrentino & Associates, Inc. (714) Criminal Defense UTC NPG CSM LPE, Inc produces printed, engraved and embroidered gifts, give-aways and apparel that help organizations project their brand in an unforgettable and positive way. Holiday and client appreciation gift giving programs are a specialty. I collaborate with CEOs, business owners and executive teams to build strong sustainable businesses by: 1. Building great leaders at all levels of the organization 2. Creating processes that drive strategy execution 3. Improving sales development We advocate on behalf of employees against their employers. I'm an employment attorney who represents the plaintiff/employee against their employer on both an hourly-fee basis and contingency-fee basis. Our practice is focused on litigation against employers for a wide range of claims, including wrongful termination, discrimination, sexual harassment, whistleblower claims, labor law violations, etc. We also handle severance package agreements. Criminal trial and appellate practice in state and federal court for over 17 years. Handling all cases from DUI to Homicide and complex fraud matters. Mary Ann Fong Beach Business Bank (714) Banking & Finance Commercial - Asset Based Lend CSM No description at this time.
8 Clifford Frieden Rutan & Tucker LLP (714) Business Litigation NPB I handle litigation matters involving businesses, including financial institutions, as well as any real estate litigation matters. We are equipped to handle substantial cases in both federal and state court. Todd Friedland Stephens Friedland LLP (949) Business Litigation David Gauntlett Gauntlett & Assocates (949) IP Insurance Coverage for Policyholders Mahyar Ghassemian Ghassemian & Associates (949) Construction, Business, Transactional, litigation IRM [GL - EC] ~ IRV3 NPI IRV3 Stephens Friedland LLP is a commercial litigation firm representing business and entrepreneurs in dispute resolution. Our motto is "Strategy Skill Success" because we develop appropriate strategies for each case, we have the skill necessary to implement them, and by doing so we acheive success as measured by our client's needs. Mr. Gauntlett is the principal of Gauntlett & Assoc. in Irvine, California representing policyholders in insurance coverage disputes regarding intellectual property and business tort claims. He has litigated coverage cases in virtually every state and Federal Court of Appeal, addressing cutting-edge insurance coverage issues, and creating precedent nationwide. We focus on Construction and Business issues helping clients prevent lawsuits as well as provide competent, tough representation when they get sued. Our construction services include contracts, Mechanics' Liens, stop notices, advice during construction, Insurance disputes, Contractors' law and litigation. Our business services include business structuring and formation, partnerships, succession strategies, advice on contracts, prevention of lawsuits and business litigation. Tom Gibson Gibson Company (949) Real Estate Tenant and Buyer Representation - Office & High Tech OCM 40 years experience assisting businesses executives and owners with all types of commercial real estate matters. Typical assignments includes leasing, purchasing, relocation, renegotiating leases, terminating leases, valuations, and lease administration.
9 Jeremy Goldman Jeremy N. Goldman, A Professional Law Corporation (949) Criminal Defense Michael Gorelick Benefit Equity INC (714) Retirement Plan Administrator - Employee Benefits NPC2 [GL - EC] ~ SOC SCM I am a Certified Specialist in Criminal Law who creatively and effectively defends individuals and corporations charged with crimes in State and Federal court. While handling all criminal defense matters, I primarily focus on the defense of white collar crimes, including real estate fraud, embezzlement, grand theft, computer and internet crimes. As a Third Party Administrator/ Pension Consultant I assist small businesses in designing and maintaining their corporate retirement plans. BEI strategically aligns with Financial Advisors, Insurance Brokers, and CPA's. Katy Goshtasbi KG Consulting Group Inc d/ba Puris Image (949) Personal Branding SDMV People buy our uniqueness before they buy our products or services. With so much competition for what you do,it is critical to have your OWN brand resonate and attract the right people to you and your business, ie MONETIZE YOUR BRAND. We provide personal branding services to professionals including training of staff and workshops. We work to develop your: 1)unique selling proposition and story 2) natural gift 3) visual brand 4)target market brand strategy. Adam Greely Galfin, Passon & Greely LLP (949) Creditors Rights, Debt Collection, Bankruptcy Martin B. Greenbaum Greenbaum Law Group LLP (949) Collections on Business Debts & Judgments NPC2 IRV3 Practice focuses on representing creditors (institutional lenders, businesses and individuals) in collection of debts through all aspects of state, federal and bankruptcy court proceedings. Debt Collection. Collections for sales of goods & services, loan collections, contracts, foreclosures, mechanics liens, unpaid Judgments. B2B Minimum $10,000. Contingent, blended or hourly fees available. Aggressive Collection. No Letters! No Phone Calls! We Sue now. See Stock Broker Malpractice & Abuse for Stock losses over $250,000. Contingent fees for Finra Arbitrations. See
10 Toby Greene ExeQFind Retained Search (949) Finding Executive Talent in Mexico SOC ExeQFind matches executive talent in Mexico with the leadership needs of US-based and international companies looking to grow their business in Mexico. Gary Grush Squar Milner Peterson Miranda Williamson (949) Taxation Greg Haack Pacific Group (949) Insurance Insurance Brokerage: Medical/Health, Life, Disability Tony Hall Hall Consulting (949) Marketing Strategy and International Business Development Scott Hamilton Grant Thornton (949) Research Credits, Cost Segregation, Tax Planning IRV IRV2 [GLIT - EC] SCM Gary is a Tax Partner that provided tax compliance and consulting services public and privately held companies. Gary advises on mergers and acquisitions, accounting methods, private letter ruling requests, consults on planning and compliance services for C corporations, S corporations, partnerships, individuals, REITs and investment funds, and reviews complex, multi-state and international tax provisions, ASC 740/FIN 48. Founded in 1991, Pacific Group is a full-service Employee Benefits Brokerage. We specialize in Employee Benefits (Medical/Health, Dental, Vision, Life and Disability) and are Experts. Our clients appreciate our aggressive proactive service. We take nothing for granted and diligently pursue all options for you and your employees. We provide a level of customer service that exceeds expectations for a limited number of clients who appreciate our expertise and continuous, personal involvement. Hall Consulting improves the growth and efficiency of medium sized businesses by applying the SCAN methodology to business development. Investigation and analysis produces a strong Action Plan for rapid implementation. Hall Consulting has extensive experience in Asia, Europe and the USA. Director of Grant Thornton's corporate tax consulting practice for Southern California. We assist companies with research (R&D) tax credits, cost segregation and purchase price allocations for newly built/purchased buildings, implementation of new repair regulations, Sec. 199 domestic manufacturing deductions (DPAD), M&E studies, and Sec 263A UNICAP studies. Our goal is to assist clients in managing their effective tax rate and reducing federal and state taxes to free up cash flow.
11 Mark Haney Collins Computing Inc (949) ERP/CRM selection, replacement., implementation Marc Hankin Hankin Patent Law, A Professional Corporation (310) Intellectual Property - Patent, Trademark, Copyright Douglas Hatherley Dishon, Block & Kaufman (949) Family Law NPC2 IRV3 [GL] ~ CC2 ~ IRV2 NPG Collins Computing, the largest Microsoft Dynamics Gold Certified Partner in Southern California. Since 1986 Collins Computing's award-winning team has been helping companies sharpen their competitive edge with Microsoft Dynamics CRM and ERP software. Centrally located in Orange County, CA we regularly service all of Southern California. I am a Registered Patent with a strong science background; I advise clients in the chemical, mechanical, and electrical spaces on protecting their technology and creative works, through licensing agreements, patent prosecution, trademark and copyright registration, and litigation (hourly fees only; we do not work on a contingency fee basis). My practice is focused on the issues of family law litigation and divorce, including child custody and visitation, spousal support, child support, domestic violence, paternity, division of assets, and prenuptial agreements. Jim Hayes A Professional Law Corporation (949) Bankruptcy - Business - Transactional - Nonprofit Norm Herron PlanNet Consulting (714) IT - Computer / Forensic NPC GLD1 Corporate, Insolvency and Commerical Law Matters n Newport Beach, California. PlanNet provides businesses and institutions with sound independent advisory services in a wide array of IT infrastructure areas. We plan, design and implement solutions for new infrastructure deployments, technology refresh, and operational aspects of the business such Cloud Migration and IT Support Services. John Hinson Hinson Financial Group, Inc. of Raymond James (949) Investment Mgmt Investment Management Financial Planning IRP We offer comprehensive wealth management [GLIT] solutions including asset management, financial, retirement, and estate planning services for individuals, foundations, and small business retirement plans.
12 Aaron Hodgdon Hodgdon Group Realty Inc (909) Real Estate Developer - Property Management - Brokerage - Othe Paul Hoffman Greenwald & Hoffman LLP (714) Business Litigation - Intellectual Property RIV SOC The Hodgdon Group is a full service real estate firm providing brokerage, develpment and construction services for local and national companies. 20 years of legal practice, from jury trials to Supreme Court appeals. I specialize in costeffective arbitrations, trials, and appeals for individuals and small to medium size businesses and estates. Brian Hogan McBreen & Kopko (949) Corporate - Estate Planning - Real Estate M$A3 We enable successful people to achieve significance by repositioning their wealth and using it to serve their personal goals. William Hoggard WCH Law Group PC (714) Business Litigation - Real Estate Litigation IRP WCH is a boutique construction and business litigation law firm that specializes in construction, contract and business related disputes. Christine Holland Carvalho ArchPoint Consulting Marketing Strategy, Branding and Research - Other CSM We specialize in strategic planning, marketing and marketing research, organization design and business integration. Our results speak for themselves with a 97.6% client repeat rate. We've done it for others, we can do it for you. Emily Hopkins ProVisors (818) Other PNG As the Special Event Coordinator I am responsible for coordinating with Group Leaders to deliver quality special events for all ProVisors members. I coordinate special events annually ranging from luncheons for 20 in a restaurant to large mixers and quarterly special events at theatres, cultural locations, etc. in LA-Valleys, San Francisco and Boston.
13 Cliff Horwitz Paragon Resource Group (949) Financial Services Asset Based Lending - Alternative Debt Financing Eric Hsiao BNY Mellon Wealth Management (949) Investment Mgmt Private Banking - Wealth Management Mark Irwin Law Offices of Irwin & Irwin LLP (714) Family Law - Business - Transactional - Real Estate L Craig Jurecka Mayer Hoffman McCann P C (949) Audit - Other/Due Diligence NPB CER CER PARAGON RESOURCE GROUP operates as a Consultative Broker, specializing in Alternative Debt Financing; with specific focus on Asset Based Lending from a broad variety of Lenders and Institutions for Companies seeking working capital for Accounts Receivable (Factoring), Inventory, Equipment and Purchase Order Financing. Transactions requiring more complex Debt Structures can also be addressed. Eric Hsiao is a Private Banker who works directly with high net worth individuals, families, family offices, as well as to some extent their business enterprises to provide customized and complex lending/banking solutions. Our firm specializes in all wealth management disciplines and are highly focused on helping an entrepreneur transition to investor. Irwin & Irwin is a full-service Family Law firm, providing highly personalized services for people going through divorce, executive divorce, legal separation, custody, support, move-away, paternity, and post-judgment modifications. One of our areas of excellence is in the handling of domestic violence matters. No description at this time. Mark Kandarian Succession-Retirement Strategies & Solutions, Inc (949) Insurance Asset Protection, Retirement & Exit Plan Solutions OCM We re a consulting firm with over 35 years experience focusing on the unique Strategic Planning and Financial Product needs of the owners of Privately Held Businesses. Harnessing strategies used by Fortune 1000 companies, we assist our clients in the development of their 3-15 year Succession, Exit or Transition Plan. We also create and implement Retirement, Motivation & Retention plans for select Key Employees, Insurance Reviews, retirement & estate planning.
14 Shoshannah Katz K&L Gates LLP (949) Corporate/M&A/Securities/Other Transactional Matthew Kaufman KaufmanIT IT Consulting for small and medium organizations M$A3 IRC I provide day-to-day client support to growing private and public companies in the areas of securities, mergers and acquisitions, finance and general corporate matters, including advice on and coordination of governance issues, a broad range of transactional needs and specialty counsel relationships. KaufmanIT specializes in providing cost effective technology solutions to small and medium sized companies. We can increase your company's efficiency, security and profitability. Leann Kaufman Blonska & Kaufman, LLP (714) Family Law SCM Blonska & Kaufman, LLP practices exclusively in Family Law, including all issues relating to divorce, legal separation, and paternity matters. Pam Kessler Facilities Planning Inc (949) Facilitiy Space Planning & Transition Management Dale Kiken The Kiken Group APC (949) Wills, Estates, Trusts, Conservatorships & Guardships IRC IRV3 I help businesses in transition by simplifying the move or remodel process with experience and expertise. We eliminate the pain of time lost and budget gains. Probate Matters and Litigation concerning Contested Wills, Estates, Trusts, Conservatorships and Guardianships. David Klasing The Tax Law Office of David W Klasing (949) Criminal Tax Defense - Tax Controversy & Planning IRV David Klasing Esq. M.S.-Tax CPA leverages 20 years of combined experience as a Tax Lawyer and Certified Public to provide Criminal Tax Defense, Tax Controversy and Compliance Representation, Business Law and Estate Planning. His firm is made up of Tax and Estate Planning s, Enrolled Agents and CPAs most of which have graduate level education in Taxation.
15 Lauren Klein Klein Financial Advisors, Inc (949) Investment Mgmt Wealth Management IRP Fee-only fiduciary wealth management focusing on the unique needs of women and money. Moty Koppes TLM (949) Executive Coaching - Communication SOC I am an Executive Master Certified Coach, supporting self-employed professionals and busy executives to find success and fulfillment in their business and life. David Krajanowski SingerLewak, LLP (949) Audit Gary Kramer McGladrey LLP (949) Audit - Office Managing Partner NPB M$A3 Niche Leader, Entrepreneur & Family-Owned Businesses of SingerLewak, an Accounting and Consulting firm with 6 locations in California providing audit, tax, forensic accounting, risk management and business management services to Public, Entrepreneur & Family-Owned Businesses, Investor-Backed Private Companies, Nonprofit, and High Net Worth Individuals. I focus primarily on closely held businesses, providing financial statement and consulting services to companies in a variety of industries, including those considering M&A transactions. Rosemary Kupfert Makin' Time Matter LLC (949) Software Consultant - Business Service Steve Kwong Merrill Lynch (714) Investment Mgmt Wealth Management - Investment/Portfolio - Private B NPC SCM [GL - EC] ~ IRV2 Makin' Time Matter, LLC provides consulting and training services on Timeslips, Time Matters, Billing Matters, and TABS/Practice Master software for the legal profession. Other services include software sales, installation, upgrades, data conversions, implementation, workflow customization, and on-going support and training. Ms. Kupfert has been in the legal industry for over 20 years in positions as Firm Administrator, Paralegal and Legal Assistant. Investment management for families of significant wealth. I focus on serving owners of private and family owned businesses as well as executives of public companies. Investments include managed accounts, equities and bonds, private equity, hedge funds and other alternatives.
16 Shannon Lamb Stephens Friedland LLP (949) Commercial/Business Litigation, HOAs, Real Estate Richard Lange Farmers & Merchants Bank Banking & Finance Asset Based Lender - Commercial - Mortgage NPC2 [GLIT - EC] NPI I have successfully negotiated and resolved more than 1000 matters. I am as adept at litigating complex lawsuits with billions of dollars at stake as I am litigating straightforward matters involving thousands of dollars. I represent both plaintiffs and defendants - always practically and efficiently, even where a high level of emotion is present. My peers have rated me AV, preeminent. We are a full service commercial bank focused on businesses and their owners with revenues of $5MM to $100MM, professionals and affluent individuals and related entities. We offer a particular expertise in commercial real estate financing, including non-profits. Chris Lange Farmers & Merchants Bank of Long Beach (949) Banking & Finance Commercial - Mortgage / Real Estate; Commercial Lns Dov Lazarus HBLA Certified Public s (949) Audit - Consulting - Taxation Chris Lee Opus Bank (949) Banking & Finance Lending and Deposit Services IRP NPB Our focus is your Business Success. We work with you to provide solutions for your financial needs. Our expertese is the growing middle market company and medical groups that need assistance with their growth including lines of credit, equipment and commercial real estate. Expert in the areas of audits, valuations, business appraisals, compilations, and reviews. My experience includes over 7 years with Price Waterhouse conducting audits for small to medium-sized businesses and large corporate clients, evaluating internal controls and accounting systems. I also successfully owned and operated a multi-million dollar business for 11 years before joining HBLA Certified Public s. Largest bank based out of Orange County which has a fresh balance sheet and no history of bad loans. Flush with capital to lend to Home Owners, Business Owners, and Commercial Real Estate Investors. I am the quarterback for clients entire relationship within the bank.
17 Brad Leggett The Leggett Group Inc (949) Marketing Sales Building and leading high performance sales teams is the strategic focus of The Leggett Group. We help you determine your most pressing sales team development issues. Then we develop and implement solutions for them - and get the results you need. Scott Levitt Levitt Law APC (562) Business & Real Estate - Transactional & Litigation David Liptz HKG LLP (949) Captive Insurance - Audit - Consulting - Other - T Lisa Lockerman Lockerman Financial Group (949) Investment Mgmt Financial Advisor / Wealth Management LB2 IRV2 NPB Boutique business law firm catering to small and mid-size companies in various industries. Serving our clients at a cost far less than the big firms while providing superior service. Captive Insurance, International Tax and SALT Specialist. HKG is a full service CPA firm offering all the services that one wants from a CPA in a multitude of industries. We help busy executives and entrepreneurs create a life and legacy by design, not default. We help them become crystal clear about their vision and mission in order to create, protect, and transfer wealth.sm Robert Louvar Farmers & Merchants Bank (949) Banking & Finance Commercial Banking - Asset Based Lending Monica Lukoschek US Immigration Law Group LLP (714) Employment Based Immigration - Immigration IRC [GLIT - EC] For over 30 years Bob has worked hand-in-hand with hundreds of clients in a quest to solve their capital issues and drive company value by taking a proactive approach to understand the needs of each business. His business experience includes a diversified background in commercial banking, treasury management and international banking. Specializing in U.S. immigration and nationality law including employment based immigrant and non-immigrant work visas, Labor Certifications, Investors, intracompany transfers, specialty occupation, appeals, and motions to re-open.
18 David Luvisa Hunter Wise Financial Group, LLC (949) Financial Services Investment Banking, M & A, Capital Raises IRV Hunter Wise offers mergers & acquisitions and capital raising advisory services to middle-market companies. Adam MacDonald The Adams Financial Group of Wells Fargo Advisors (949) Investment Mgmt Financial Advisor / Wealth Management Tim Malott Shoreline Partners LLC (858) Financial Services Other - Investment Banking - Mergers & Acquisition Marianne Man The Tax Counsel (949) Tax Controversy and Tax Planning - Business - Transac Larry Mandell Independent Tax Group (714) Real Estate Commercial Property Tax Reductions - Other NPG [GLIT - EC] CMV2 [GLIT - EC] ~ [GLIT - EC] JWA IRP Adam MacDonald, CRPC, The Adams Financial Group: a premier wealth management group of Wells Fargo Advisors, LLC. We provide comprehensive wealth mgmt services/investment advice to business owners, corporate executives, non-profits and individuals in over 15 states. We collaboratively work with other key advisers. Our team members provide 401K plan expertise, stock option analysis and investment strategies to assist our clients in the achievement of their retirement and financial goals. We represent the owners of privately held companies in sale, merger, acquisition and financing transactions, to create liquidity or assist in corporate development and value growth. 1. Tax Controversy and Tax Planning for Individuals and Businesses (Audit Defense, Tax Court Litigation); 2. Estate Planning; and 3. Transactional Legal Services. LL.M. in Taxation with honors from a top ten LL.M. in Taxation program, Vice Chair of OCBA's Tax Section, and the Co-Chair/Co-Editor-In-Chief of the Business Law News. We are property tax consultants and represent property owners that have received inequitable treatment by assessors. We rectify that situation by reducing the property tax for businesses that own or manage real estate and manufacturers with significant investment in machinery and equipment
19 Kenneth Marks Kenneth G. Marks Law Firm (949) Personal Injury - Social Security Disability Miranda McCroskey McCroskey Legal (714) Criminal Brian McDonald Law Office of Brian McDonald (714) General Business and Estate Planning IRV IRV2 NPB [GLIT - EC] Since 1981, I have been providing personalized service to plaintiffs in serious Personal Injury matters and claimants in Social Security Disability cases. Personal Injury cases include negligence, auto vs. auto, injured pedestrians, premises liability (e.g, slip and fall), products liability and construction site injuries. I handle Social Security Disability cases when applications are denied through appeals. I work strictly on a contingency fee basis for my services on these cases. Law Office of Miranda McCroskey is a full service criminal defense firm providing personal and professional assistance for those who find themselves dealing with the criminal justice system. Ms. McCroskey has spent the last 17 years resolving cases in Southern California, and attaining the best possible results for her clients. After 25 years as an in-house attorney and corporate executive, I opened my own office in My practice is focused on small to medium size businesses, estate planning and probate. George McLaughlin Tutton Insurance Services, Inc (949) Insurance Commercial / Personal - D&O / E&O - Other JWA We provide business insurance with a personal touch to firms in Orange, LA, Riverside and San Bernardino county areas. Rick McNeil Snell & Wilmer L.L.P. (714) Environmental - Land Use - Litigation IRV3 I specialize in environmental and land use law and litigation. I have been practicing in this field for over 25 years and have handled cases before California state and federal courts as well as before the California Air Resources Board, several air quality management districts (such as the SCAQMD), several Regional Water Quality Control Boards, the Department of Toxic Substances Control, the California Energy Commission and the California Coastal Commission.
20 Barry Menzel Training Funding Source (562) Human Resources Employee Training Funding reimbursements Marla Merhab Robinson Merhab Robinson & Jackson (714) Business - Transactional - Employment Paula Meyer PAULA E. MEYER & ASSOCIATES, APC (714) Real Estate Litigation and Business Litigation Stuart Miller Law Office of Stuart Miller (949) Appellate, land use, admin, general litigation Rhett Molitor Basis 365, LLC Outsourced (Collaborative) Accounting - Other [GL] ~ OCM SCM NPI IRV2 Training Funding Source monetizes employee training/learning and is California's largest provider of employee training reimbursements. We provide these reimbursements for companies with 30 or more full time California employees on payroll and reimbursements average $800- $1,000 per trainee per year. I practice transactional law in the areas of corporate, real estate, mergers & acquisitions, finance and employment law. I have been advising closely held business owners for over 25 years. I was the 2006 and 2011 chair of the OCBA Business & Corporate Law Section. We help families and business owners protect and preserve their treasures. The law firm of PAULA E. MEYER & ASSOCIATES, APC, is uniquely qualified to be "your real estate law firm," based on more than twenty-eight years of real estate litigation experience. I specialize in appeals and complex motions on all subjects, and writ and civil rights litigation against government entities. I represent clients directly and provide litigation support to other firms. Basis 365 is an outsourced accounting company for small businesses. We use cloud-based accounting, document management, and analytical tools to provide real-time accounting and CFO-level advice to enable better business decisions. Kelly Moore Moore Benefits Inc. (949) Insurance Group Health - Life & Disability - Long Term Care JWA [GL - EC] ~ IRV Employee benefits consulting, brokerage, communication and administration for businesses from employees, nationwide. Includes custom employee communications, and online enrollment and tracking, COBRA and Section 125 administration.
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