ADVISORS
ADVISORS
ADVISORS
ORANGE COUNTY TRUSTED ADVISORS
INTEGRITY
adherence to moral and ethical principles
soundness of moral character
TEAM
collaboration of experts working towards the client's goals
SUCCESS
achievement of the goals set by the client in the most expeditious manner
OUR
SERVICES
FINANCIAL
CPA Services | Tax Credit Leveraging | Commercial Banking | Wealth Management | Tax-Deductible Retirement Strategies | 401K Administration | Non-Qualified Compensation
BUSINESS CONSULTING
Business Planning | Marketing Strategies | Sales Development | Supply Chain Optimization | Strategic Outsourcing
RISK MANAGEMENT
Life Insurance | Property & Casualty | Insurance | Professional & Executive | Liability Insurance | Corporate Counsel | Estate Planning
MERGERS & ACQUISITIONS
Business Valuation | Exit Planning | Succession Strategies | Investment Banking | Capital Raise
REAL ESTATE
Commercial RE Acquisition | Commercial RE Leasing | Market Appraisals | Contractual Negotiations
ORGANIZATION
Executive Search | Executive Coaching | Leadership Development | Culture Consulting | Personnel Assessments | Intergenerational Communication
LEGAL
Mergers & Acquisitions | Estate Planning | Business Litigation
INTEGRITY + TEAM = SUCCESS
We are an affiliate of expert business advisors representing the most commonly needed business services. Each professional has over 30 years of expertise supporting mid-sized, privately held businesses and their owners. Each of our firms have sterling industry reputations, earning each of us the moniker of "Trusted Business Advisor" by our clients.
mission
OUR MISSION IS TO BE THE MOST COMPREHENSIVE EXPERT BUSINESS SOLUTIONS PROVIDER SERVING PRIVATELY HELD, MID-MARKET COMPANIES AND THEIR BUSINESS OWNERS IN SOUTHERN CALIFORNIA.
why us?
BUSINESS CHALLENGES ARE RARELY ONE-DIMENSIONAL. OUR TEAM IS COMPRISED OF DIVERSE, SEASONED BUSINESS EXPERT ADVISORS AND THEIR COMPANIES. WE COLLABORATE AND CRAFT MULTI-DIMENSIONAL SOLUTIONS THAT ARE OPTIMIZED FOR OUR UNIQUE CLIENTS. THE BEST SOLUTIONS, THE BEST PEOPLE, THE MOST SUCCESSFUL OUTCOME.
values
WE STRONGLY BELIEVE IN LIVING OUT OUR VALUES: INTEGRITY, HONESTY, AND ACCOUNTABILITY. THIS IS EVIDENT WITH OUR OCTA TEAM AND OUR RESPECTIVE ORGANIZATIONS. OUR PLUMBLINE STANDARD IS ALWAYS, "WHAT IS BEST FOR THE CLIENT?"
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