Trusted Partners
Our expansive networking can help you!
Throughout our business ventures, we have had the pleasure of meeting many great people. Let our networking serve you!
Feel free to reach out to any of our contact below if you think a conversation with them may be valuable.
Asset Based Lending
Pamela McConlogue
Title: Vice President at SPECTRUM Commercial Finance
Services Provided: Spectrum is an asset-based lender relying on the invoices, inventory, equipment, or commercial real estate of a business selling to another business. We look beyond cash flow and prior years financial condition. Spectrum finances business lines of credit up to $7MM.
Website link: www.spectrumcommercial.com
Areas Serviced: Nationwide
Phone Number: 480-330-0416
Email: [email protected]
Digital Marketing
Dalin Bernard
Title: Digital Marketer
Services Provided: Founded in 2015, we are a boutique digital marketing agency specializing in paid ads management across Google, Meta, and TikTok. Our invite-only approach ensures we partner with brands that meet our high standards, focusing on scaling businesses with annual revenues of $15-$100M. From e-commerce to service industries, we’ve won awards and crafted success stories.
Website link: socialhustle.com
Calendly Link: calendly.com/dalin
Areas Serviced: Nationwide, EU and AU
Email: [email protected]
Commercial Lending Consultant
Astasia Moon
Title: Founder of Moon Consulting
Services Provided: I place loans: whether it’s because you’re too busy to look for a good deal or because you weren’t approved by your bank. I do all the paperwork for you, work with your CPA, be the ‘go to’ for your loan officer, and save you the headache of navigating the process on your own. I negotiate your offers.
Loans I work with:
- Commercial Real Estate
- Acquisitions
- Working Capital
- Government Contracts
- Asset Based Lending
- Equipment
Areas Serviced: If the guarantor OR the business is located in AZ, I can help you!
Phone Number: 602-430-6975
Email: [email protected]
Small Business Lending
Roman S. Saldutti
Title: VP, Business Banker at Academy Bank
Services Provided: We can offer a comprehensive suite of financial services tailored to meet the intricate needs of businesses, encompassing specialized solutions such as commercial loans, business accounts, and sophisticated cash management services designed specifically for enterprises with annual revenues of up to $50 million.
Areas Serviced: Focused primarily on Arizona, but can work nationwide
Phone Number: 480-309-9482
Email: [email protected]
Website: https://www.chase.com/business
Architectural Design
Connor Parker
Title: Business Development Manager
Services Provided: At Cre8tive Architects, we bring the vision of our clients to reality by incorporating modern practices and solutions into our design. We are an architecture, planning and interior design firm specializing in the creation of exceptional environments. Our team of expert architects and designers is dedicated to crafting innovative and functional spaces that meet the unique needs of each of our clients. Our specialties include Commercial, Hospitality, Multi-Family Residential, Senior Living, Medical, Office, Restaurant & Retail, and Tenant Improvements. We offer Full Site Planning, Full-Service Architectural Design, Interior Design, and Construction Services as well!
Areas Serviced: We currently hold licenses in Arizona, California Minnesota, North Dakota, and Oregon and we are NCARB certified so we can perform our design work for you in any state!
Phone Number: 602-275-8691
Website: https://www.cre8tivearchitects.com/
1031 Exchange Advisor
Doug Blackwell
Title: Founder & CEO of Blackwell Equity Advisors
Services Provided: Blackwell Equity Advisors is an IRC Section 1031 Exchange Qualified Intermediary and Exchange Advisor. We provide facilitation, guidance, support and advisory services nationwide with all things 1031 Exchange. The founder has over twenty years full time experience in the 1031 Exchange industry and has been involved in greater than twenty thousand 1031 Exchange transactions. Consultations are complimentary so call or email any time, always happy to help.
Areas Serviced: Nationwide
Phone Number: 480-851-9557
Website: www.BEA1031.com
1031 Exchange Advisor
Bryson Blackwell
Title: President of 1031 DST Group
Services Provided: 1031DSTGROUP helps you exchange 1031-eligible properties for diversified portfolios of tax-efficient property interests customized to your shifting income goals, risk appetite, and investment objectives across generations.
Collectively, the team has a wide range of applicable experiences, but all share the same mission, to improve lives through innovative real estate wealth solutions.
We provide support communication during the 1031 Exchange Process with Qualified Intermediaries (QI), CPA’s, and Real Estate Attorney’s, DST Investment Solutions -Delaware Statutory Trust, and Opportunity Zone Investments
Areas Serviced: We serve nationwide, with offices in California and Arizona
Phone Number: 602-931-7607
Email: [email protected]
Title and Escrow Services
Jennifer Siverio
Title: Assistant Manager of the Madison Branch/Senior Residential and Commercial Escrow Officer
Services Provided: Pioneer Title Agency offers escrow services, title services + insurance, developer services, foreclosure services, and account servicing. With over 75 offices statewide, Pioneer promises to leave things better, do the right thing, protect the customer and the team, and love Arizona. We promise to do this both in business and in giving back to our beautiful communities.
Areas Serviced: Arizona
Phone Number: 602-328-8925
Website: https://www.pioneertitleagency.com/
Insurance
Derrick Stinson
Title: Commercial Insurance Agent
Services Provided:
Every day, you focus on delivering top-notch service and doing your job well. At Stinson and Associates, we’re here to support you by providing the coverage needed to secure your business.
Our commitment is to keep your business protected so you can concentrate on daily operations with peace of mind. With the right insurance plan, you’ll have comprehensive coverage for your business assets.
Commercial general liability
- Business owners policy (BOP)
- Inland marine insurance
- Commercial auto insurance
- Commercial umbrella insurance
- Professional liability
- Workers compensation
Areas Serviced: Nationwide
Phone Number: 480-855-3216
Email: [email protected]
Business Attorney
Paloma Goggins
Title: Attorney at Law
Services Provided: Nocturnal Legal is a boutique business law firm based in Scottsdale, Arizona supporting buyers, sellers, and business operators. Nocturnal Legal is on a mission to build a better legal experience without sacrificing the quality of services provided. We support owners in selling their business to independent third-party buyers, current employees, or family members when passing the baton from one generation to the other. We also assist individuals in buying a business, whether for the first time or as a well-designed plan to expand a current business footprint. Beyond assisting sellers and buyers, Nocturnal Legal offers general counsel services assisting businesses with reviewing, revising and drafting commercial contracts, succession planning, restructuring, organizational changes, and exit planning. No matter your legal needs, we’re focused on becoming an integral part of your team supporting your success every step of the way.
Areas Serviced: Arizona, Wisconsin
Calendly Link: https://calendly.com/nocturnal-legal
Website: www.nocturnallegal.com
Business Attorney
Richard (Ricky) Keyt
Title: Attorney at Law
Services Provided: KEYTLaw, LLC, is a two attorney Scottsdale, Arizona, law firm consisting of Richard Keyt (Rick) and his son former Arizona CPA Richard C. Keyt (Ricky). They have 347 five star Google, Facebook & Birdeye reviews and a website for each of their areas of law. See Arizona wills and trusts, forming Arizona LLCs, articles about Arizona LLCs, how to invest retirement money in a self directed IRA LLC, forming Arizona nonprofit corporations, and Arizona probate law. They have formed 8,800+ Arizona LLCs and 400+ Arizona nonprofit corporations. They have prepared hundreds of estate plans.
Areas Serviced: Arizona
Phone Number:(480) 664-7478
Website: https://www.keytlaw.com/azllclaw/qs/
Wealth Management
Ryan Berns
Title: Vice President, Financial Advisor, CEPA, CSRIC, CFP, CRPC
Services Provided: Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Areas Serviced: AZ, CA, NY, CO, FL, GA, IA, IL, MD, TX, VA, AK, AL, AR, HI, ID, IN, KS, MO, MT, NC, NM, NV, OH, OR, TN, WA, ME, MI, MN, ND, NE, NJ, PA, SD, UT, WI, WY, MA
Phone Number: (480) 752-6404
Exit Planner and Business Consultant
Justin Staub
Title: Exit Planner and Business Consultant
Services Provided: At JS Business Solutions, we recognize that your business legacy is a culmination of dedication and hard work. I am here to ensure your transition into your next stage in life is handled with precision and care. Partner with us to navigate this crucial phase with confidence, maximizing the value of your business and securing a prosperous future beyond entrepreneurship. Your business’s next chapter begins here with JS Business Solutions.
Areas Serviced: Nationwide
Phone Number: 717-609-2062
Website: jsbusinesssolution.com
Certified Public Accountant
Jennie Myers, CPA
Title: Certified Public Accountant
Services Provided: Copper Peak offers a wide range of accounting services, from basic month end bookkeeping to daily AP/AR and inventory tracking. We do both personal and business tax returns, payroll, TPT/sales tax filing, and will work with you to ensure your company is getting the attention and service it needs with pinpoint accuracy. When you engage with us, you’ll always receive personalized attention with reliable service. We’re committed to delivering top-quality accounting solutions you can trust to help you achieve your short and long term goals.
Areas Serviced: Nationwide
Phone Number: (480)-535-6585
Website: https://www.copperpeakfinancial.com/
Cost Segregation Specialist
Jeffery Helmers
Title: Cost Segregation Specialist
Services Provided: Business owners are always looking for ways to save money and create cash flow Property owners/investors are looking for ways to save money and reduce their tax liability. What is cost segregation? Cost segregation is an application by which commercial property owners can accelerate depreciation and reduce the amount of taxes owed. This savings generates substantial cash flow that owners often use to reinvest in the business, purchase more property, apply to their principal payment or spend on themselves.
Areas Serviced: Nationwide
Phone Number: 602-460-0013
Website: www.jhelmers.cssistudy.com