Partners
Professional Partners
Professional partners we actually work with, on mutual referrals — advisors, lenders, and firms that serve privately held businesses.
Peer advisory
C12 Business Forums
Peer advisory group for CEOs and owners in Seattle and the Puget Sound.
Eric Smith, Principal Chair
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Buy-side insurance
Braddock Road Insurance Corporation (BRIC)
Personal guarantee insurance for buyers. It helps underwrite a buyer's personal guarantee if a financed deal goes badly.
Ryan Conner
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Lenders
Lendesca
SBA lending.
Jake Stone
Visit websiteGesa Credit Union
SBA and commercial lending.
Steven Curtis, SBA Relationship Manager
Visit websiteLexicon Bank
SBA lending nationwide.
Brett Bawden, National SBA BDO
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Wealth management
Morgan Stanley — The Second Level Group
Wealth management for owners after a transaction.
Adam Bennett
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Holistic financial planning for owners considering a sale.
Jay Bluhm
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Accounting
Chief Financial Partners
Seattle tax, bookkeeping, and fractional CFO services.
Rishabh Jain
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Legal
Immix Law
Corporate and M&A counsel.
Jerry Carleton
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Operations
OfficeTwo
Nearshore second office in Argentina for U.S. SMBs. Operations talent so the company can run without adding U.S. headcount.
Erik Trefzger, Founder
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