ARIZONA BUSINESS BROKERS ASSOCIATION

AZBBA Affiliates

	American Business AppraisersAmerican Business AppraisersContact: KC Conrad Work 13225 W. Wilshire Drive Goodyear, Arizona 85395 workWork Phone: (623) 935-2112workWork Email: kc@abavalue.comINTERNET
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Biography American Business Appraisers is nationally recognized for performing business valuations and machinery & equipment appraisals. Our certified appraisers help defined the tangible and intangible asset values for family-owned and closely-held businesses, professional practices, limited liability companies, corporations, and partnerships. The valuation profession is a highly specialized field requiring a solid foundation of experience, continuing education, and professional integrity. In today’s litigation climate, a qualified and certified appraiser can serve as either an expert witness or consultant to an attorney regarding business valuations or equipment appraisals.

	Analytic Business Appraisers, LLCAnalytic Business Appraisers, LLCContact: Matthew Cassedy Work 7272 E. Indian School Road Suite 540 Scottsdale, Arizona 85251 workWork Phone: (480) 857-7449workWork Fax: (480) 626-1637workfaxWork Email: matt@analyticbusinessappraisers.comINTERNET
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Biography We value small to medium sized businesses for the purpose of acquisition, divorce asset allocation, partnership buyout and litigation support.

	Appenzeller & Associate, CPAs, P.C.Appenzeller & Associate, CPAs, P.C.Contact: Barbara (Barb) Appenzeller, CPA Work 2421 E Southern Ave., STE 4 Tempe, Arizona 85282 workWork Phone: (480) 467-3333workWork Email: barb@barbcpa.comINTERNET
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Biography As part of the AZBBA community, we are specialists in handling and over-seeing the servicing of a variety of notes and any other instruments that would require the collection and disbursement of funds from one party to another. This includes real property, personal property or other escrows. Appenzeller & Associate, CPAs, P.C. is a boutique public accounting practice specializing in closely held business tax, accounting and management consulting service needs as well as individual tax planning and preparation. With over 26 years of public accounting experience we bring our expertise to our clients to assist them in complying with tax laws, maintaining accounting books and records on their behalf, insuring they understand their financial statements to assist in the management of their businesses and to help them continue to grow and succeed in today’s ever changing business climate.

	Arizona Escrow & Financial CorpArizona Escrow & Financial CorpContact: Julie Stoney Work 3333 E. Camelback Rd., #110 Phoenix, Arizona 85018 workWork Phone: (602) 956-2629workWork Fax: (602) 224-9393workfaxWork Email: juliestoney@arizonaescrow.comINTERNET
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Biography At Arizona Escrow & Financial Corporation, we specialize in business escrows and commercial transactions. Our mission is simple, make the escrow closing smooth for you and your client. Locally owned, we’ve been servicing the needs of business brokers since 1976. With over a century of combined real and personal property experience, no escrow is too large or complex. Going above and beyond for every client isn’t a selling point, it’s built into our culture. From start to finish we coordinate the entire escrow process, count on us to get the job done in a competent, expedient, and professional manner.

	Bar & Restaurant InsuranceBar & Restaurant InsuranceContact: David DeLorenzo Work 7010 E Chauncey Lane, Suite #230 Phoenix, Arizona 85054 workWork Phone: (602) 290-7705workWork Email: ddelorenzo@ambassadorins.comINTERNET
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Biography Broker for all insurance needs with a specialty in hospitality.

	Canyon State ServicingCanyon State ServicingContact: Julie Stoney Work 3333 E Camelback Rd. Ste 112 Phoenix, Arizona 85018 workWork Phone: (602) 224-5980workWork Phone: (866) 201-0514workWork Fax: (602) 224-9393workfaxWork Email: juliestoney@canyonstateservicing.comINTERNET
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Biography Canyon State Servicing is the industry leader for your account servicing needs. Headquartered in Phoenix, we service notes in ALL 50 STATES!! Whether you have gotten creative and opted to carryback your commission, helped buyer or seller see the wisdom in a carryback solution, or closed a real estate only deal that requires a balloon payment. We at Canyon State can service a variety of notes or instruments that would require the collection and disbursement of funds from one party to another.

	Counxel Legal FirmCounxel Legal FirmContact: Timothy Coons Work 2222 S. Dobson Rd. Suite 1104 Mesa, Arizona 85202 workWork Phone: (480) 536-6122workWork Fax: (480) 536-6122workfaxWork Email: request@counxel.comINTERNET
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Biography At Counxel Legal Firm, we help businesses with start-up, expansion, protection, and exit. Legal Counsel Simplified is more than just a slogan for us, it is our mission. We build relationships with our clients, act as advisors in their best interests, and counsel with them. We are dedicated to doing things the right way with frequent communication, direct answers, and no surprises. The only surprise we want our clients to have is how simple and accessible we have made a client’s legal experience.

	Empire Title AgencyEmpire Title AgencyContact: Helen Empire Title Agency Work 4808 N. 22nd St., #100 Phoenix, Arizona 85016 workWork Phone: (602) 749-7000workWork Fax: (480) 566-6435workfaxWork Email: hwestbrook@ewtaz.comINTERNET
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Biography Empire Title Agency has the premier Personal Property Division with 80+ years of experience. Personal Property escrows, most commonly used for the buying and selling of businesses requires specific expertise and knowledge. Our team specializes in business sales, business and commercial property sales (referred to as Combo’s), franchises, corporate stock sales, LLC membership interest sales, partnership sales, partner buyouts, liquor license sales, equipment sales, SBA loans, SBA refinances, commercial property sales, commercial refinances, wraps assumptions, 1031 Exchanges and National Forest Cabin sales. In addition to the above, we are able to offer in house title commitments, listing kits, comps and marketing materials. Working alongside brokers, buyers, sellers, attorneys, lenders and title, we are able to prepare and facilitate a non- biased, well-coordinated and successful closing. You can trust that Empire Title Agency will provide you with the highest level of professionalism, integrity, accountability and customer service.

	Epigram Growth Services, LLCEpigram Growth Services, LLCContact: Isabel Gram, JD Work 9393 N 90th St. #102-516 Scottsdale, Arizona 85258 workWork Phone: (602) 292-4168workWork Email: igram@epigramservices.comINTERNET
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Biography Epigram delivers 100% flat fee legal services to business owners. Services include business sales and acquisitions, real estate deals and commercial contracts.

	First Bank of the LakeFirst Bank of the LakeContact: Tom Miller Work 1128 North Forest Mesa, Arizona 85203 workWork Phone: (602) 741-5546workWork Email: tmiller@fblake.bankINTERNET
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Biography We are the fastest growing SBA lender in the country. I only work with-in the Business Brokerage Community and I specialize in SBA/M&A. As the Co-Founder and former owner of Murphy Business and Financial Corp. I know more about working with Business Brokers than any lender in the United States. If we take on your listing, it will fund.

	Irontree Wealth ManagementIrontree Wealth ManagementContact: Dillon Hall Work 1820 E. Ray Road Chandler, Arizona 85225 workWork Phone: (480) 316-3360workWork Email: Dillon@irontreeinvest.comINTERNET
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Biography Irontree Wealth Management is a team of dedicated professionals who help individuals defer capital gains taxes when selling their business or real estate investments. We are very familiar with 1031 exchanges, along with 1031 exchange alternatives that defer taxes when selling a business. Instead of losing a chunk of money to taxes when selling a business or property, we can help you defer those taxes, reinvest the funds, and receive income throughout retirement.

	Live Oak BankLive Oak BankContact: Elyse Gonzales Work 1757 Tiburon Dr Wilmington, NC 28403 workWork Phone: (480) 274-4700workWork Email: elyse.gonzales@liveoak.bankINTERNET
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Biography At Live Oak Bank we specialize in nationwide lending solutions for small businesses. I am based out of the Phoenix office and can provide customized solutions to clients nationwide. Our approach is to make the loan process more customer centric. The Live Oak technology-enabled back office creates an efficient loan process through funding. You’ll find our lending process unlike others is streamlined and transparent every step of the way. We pride ourselves on superior service, assistance, and advice throughout the life of the loan.

	Midwest Regional BankMidwest Regional BankContact: Dan Foley Work Midwest Regional Bank Midwest Regional Bank, Arizona 85018 workWork Phone: (480) 600-8334workWork Email: dfoley@MWRegionalBank.comINTERNET
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Biography Buying a business can be amazing for your buyer… and scary. So it helps to have a real friend in banking. Someone who will actually sit at the table with your buyer, dig into the numbers, and even help them with their business plan and projections. I help Small Business buyers use lending wisely to buy and grow their business. Call Dan Foley at 480-600-8334 to talk about your buyer’s needs and how I can help.

	Pioneer Title AgencyPioneer Title AgencyContact: Bryan Jones Work 4645 N. 32nd Street Phoenix, Arizona 85018 workWork Phone: (480) 450-3765workWork Phone: (602) 956-2350workWork Fax: (866) 332-3454workfaxWork Email: bryan.jones@ptaaz.comINTERNET
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Biography Pioneer Title Agency is a locally owned title company founded in 1985. We serve all counties of Arizona and are the largest title company in the state. Kim Peru specializes in business sales and commercial transactions and is here to serve you and your clients. Feel free to email her at kimberly.peru@PTAAZ.com or call 602-956-2350. We look forward to serving the Arizona Business Brokers Association

	St. Louis BankSt. Louis BankContact: Steve Johnston Work 3131 E. Camelback Rd. #115 Phoenix, Arizona 85016 workWork Phone: (480) 363-6174workWork Email: sjohnston8@me.comINTERNET
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Biography St. Louis Bank specializes in SBA lending for business acquisitions,with or without real estate. Our Arizona office has averaged over $20,000,000 per year in business acquisition financing since it’s inception in July of 2019. We pride ourselves in our common-sense approach to analyzing transactions, as well as assisting brokers and borrowers in preparing an effective business plan and loan package. Steve Johnston, the SVP in Arizona has been in the industry for over 24 years and has closed over $500,000,000 in SBA related loans.

	Summit State BankSummit State BankContact: Tim Collins Work 7502 E Pinnacle Pk. Rd, Suite B-219 Scottsdale,, Arizona 85255 workWork Phone: (602) 228-6647workWork Email: tcollins@summitstatebank.comINTERNET
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Biography Summit State Bank (SSB) is an $866 million dollar bank with HQ’s in Santa Rosa Ca. It is a publicly traded company on NASDAQ under the symbol SSBL. SSB is a Top 50 SBA lender nationally. It has commitment to giving back to the community and is known for its Summit Way Service Standards. They have been recognized as the Best Business Bank, Best Place to Work and Top Community Philanthropy Award by local media. Tim Collins, VP SBL Commercial Lender has been involved in SBA lending for over 34 years and has funded over $290mm in SBA loans.

	Weiss & Moy, PCWeiss & Moy, PCContact: Jessica Weiss, Esq. Work 4455 E. Camelback Rd. Ste. E-140 Phoenix, AZ 85018 workWork Phone: (480) 994-8888workWork Phone: 1 (888) 689-1862workWork Fax: (480) 947-2663workfaxWork Email: jessicaw@weissiplaw.comINTERNET
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Biography We are a law firm that has been around for over 40 years providing Immigration legal assistance as well as intellectual property services. Business Brokers have trusted Attorney Weiss over the past two decades helping their clients complete the necessary paperwork so they can live in the US short term such as E-2 visa paperwork as well as on a permanent basis from investor visas to family based petitions. Attorney Weiss offers free brief consults to all prospective clients and makes herself available as needed to all Business Brokers and Affiliate members of this group.

Here are just a few:

Affiliate Members, their services, and contact information will be listed in the AZBBA Membership Roster.
Affiliate Members have a link on the AZBBA Web Site, and are listed with the Company, Contact Information, and a bio or paragraph describing the services you offer. It is a great opportunity for an Affiliate to "plug" their business!
Affiliate Members are given the opportunity to be the official "greeter" and/or present an Educational session at membership meetings.
Affiliate Members are welcome to bring brochures and any marketing materials to the membership meetings.
All members, including Affiliate Members, have access to the member's email and contact information. Affiliates are free to send emails promoting your business and your services.