RESOURCES

The CLIENT ADVOCATE NETWORK has assembled a broad spectrum of CAPITAL, PEOPLE & KNOWLEDGE solutions for its clients.

Each professional services firm has been screened, qualified, and determined to be competent in their vocation, driven by common values, and client centered. Their standing in C.A.N. is based on their core competencies, the ideal clients they serve, and the value they deliver.

These Preferred Partners are representative of the diverse, multi-disciplinary resources available through C.A.N. They are our first line of solutions we utilize to address our clients' needs.

Below is a listing of the resource categories and the Preferred Partners in each resource category:

Accounting & Tax
Banking & Finance
Consulting (Operational & Organizational)
Human Resources & Human Capital
Insurance & Employee Benefits
Legal
Marketing
Technology
Wealth Management



ACCOUNTING & TAX RESOURCES

Core Accounting & Tax services available through CAN:

  • Audit, review & compiled financial statements
  • Tax prep & planning (individual & corporations)
  • Bookkeeping (part-time & outsourced)
  • 401K & ERISA plan audits
  • Interim CFO & controller services
  • Forensic & fraud audits
  • Litigation support & expert testimony
  • SOX & Internal controls
  • Business valuations

PREFERRED PARTNERS

Link, Murrel &   Company
Link, Murrel & Company (www.link-murrel.com)
Full service audit, tax, and accounting firm.
John LinkGary CrouchCraig Murrel | (949) 261-1120

180 Business Solutions
180 Business Solutions (www.180bs.com)
Outsourced back office accounting and interim / part-time CFO / Controller services.
Richard Lambright | (949) 900-0290

Summit Payroll
Summit Payroll (www.summitpayonline.com)
Payroll, time & attendance and human resources record keeping management.
Kirk Oetken | (714) 738-3530

Wright Ford Young & Co.
Wright Ford Young & Co. (www.cpa-wfy.com)
Since 1973 Wright Ford Young & Co. has been providing exceptional hands-on consulting, accounting and tax services to entrepreneurial companies and professional individuals.
Robert WrightScott YoungDebbie Neal | (949) 910-2727

Capata & Company
Capata & Company (www.capatax.com)
Accounting and tax services to individuals and corporations.
Gary Capata | (949) 364-0334

Avalon Advisors, Inc.
Avalon Advisors, Inc. (www.avalonadvisorsinc.com)
Avalon Advisors, Inc. is a specialized professional practice devoted to the valuation of business enterprises, corporate entities, financial assets, securities, financial, and mergers/acquisitions advisory.
John Misuraca | (949) 215-3408




BANKING & FINANCE RESOURCES

Core Banking & Finance services available through CAN:

  • Business loans & lines of credit
  • Commercial real estate lending
  • SBA, CalCap and other Government guaranteed loans
  • Asset based lending (A/R, inventory, purchase order financing)
  • Convertible debt
  • Lease financing
  • Bridge & specialty financing
  • Private equity & angel investment
  • Cash management services
  • Financial restructuring and work outs

PREFERRED PARTNERS

Pacific Enterprise Bank
Pacific Enterprise Bank (www.pacificenterprisebank.com)
A full service community bank serving Orange County entrepreneurial companies with lending and cash management products.
Brian HalleTobias Halbmaier | (949) 623-7600

South County Bank South County BankSouth County Bank
South County Bank (www.southcountybank.com)
We are known as South County Bank in most regions of Southern California, Surf City Bank in Huntington Beach, and Inland Valley Bank in Redlands and Moreno Valley – we are a full service community bank.
H. Kent Falk | (949) 766-3030

Partners Bank of California
Partners Bank of California (www.partnersbankca.com)
Providing commercial banking services to small and middle market businesses, professional practices, commercial and industrial companies and individuals in Orange County and surrounding communities.
Bruce Mills | (949) 732-4000

Profit Potential Group
Profit Potential Group (www.profitpotentialgroup.com)
Providing business owners with financial management assessments, consulting and advisory services.
Scott Armstrong | (562) 427-3981

Grandpoint Bank
Grandpoint Bank (www.grandpointbank.com)
Grandpoint Bank focuses on capital and cash flow management of privately held companies and its owners.
Jason LeeSonia Flores | (714) 415-1740




CONSULTING RESOURCES

Core Consulting service available through CAN:

  • Vision & mission creation
  • Strategic business planning
  • Marketing & sales planning
  • Project management & training
  • Quality control initiatives & improvements
  • Succession & family business planning
  • Turnaround & troubled company support
  • Corporate culture assessment & development
  • Corporate team building
  • Management team development
  • Strategic offsite retreats & facilitation
  • Workforce training
  • Community and economic development
  • Government and community relations

PREFERRED PARTNERS

Passkeys Foundation
Ethical Edge / Passkeys Foundation (www.ethicaledge.org / www.passkeys.org)
The Ethical Edge delivers innovative ethics and character development programs for organizations and businesses.
Russell Williams | (949) 770-7602

Bole International
Bole International (www.boleinternational.com)
Provides interior architectural planning/ engineering and interior design services for the commercial, industrial and retail industries. Our leed certified materials and cost effective design leave a lasting impression on our client’s business.
Jeff Adler | (714) 438-3834

The Restaurant Wizard
The Restaurant Wizard (www.therestaurantwizard.com)
Providing restaurateurs with financial management assessments, consulting and advisory services.
Scott Armstrong | (562) 427-3981

Frumi & Associates
Frumi & Associates (www.frumi.com)
Catalyst for Change and Executive/Team Coach
Frumi Rachel Barr, Phd. MBA | (949) 394-9201

Performance Improvement Consultants
Performance Improvement Consultants (www.picperform.com)
Performance Improvement Consultants partners with its clients to help develop the vision, values and strategies that lead to enhanced performance for corporations and their employees as well as small business owners.
Rita Monte | (949) 632-5752

Vistage
Vistage fka TEC (www.vistage.com)
Helping top executives and owners of small businesses take their careers and companies to a new level.
Linda HughesLes Whitney | (949) 497-4524

Fractional
Fractional CFO (www.fractionalcfo.net)
Fractional CFO provides strategic, financial leadership as an outsourced CFO and consultant delivering strategic planning, exit strategies and due diligence. At Fractional CFO, our passion is working with owners/CEOs/Presidents to drive enterprise value and navigate their companies with purpose and precision.
John Bunnel | (949) 212-7581




HR & HUMAN CAPITAL RESOURCES

Core HR & Human Capital services available through CAN:

  • Compliance audit & risk assessment
  • HR support & outsourcing
  • Retained & contingent search
  • Staffing & contract employment
  • PEO & co-employment
  • Professional & personal development
  • Coaching & mentoring
  • Outplacement & career planning
  • Compensation & benefits
    • Training programs
    • Management and supervision
    • Violence in the Workplace
  • Sexual Harassment
  • Recruitment, interviewing, hiring, retention of key employees
  • Union avoidance
  • Employee relations
  • Conflict resolution
  • Change management
  • Team building

PREFERRED PARTNERS

Coneybeare
Coneybeare, Inc. (www.coneybeare.com)
Coneybeare, Inc. is an award-winning staffing and recruiting firm located in Orange County, California. Since 1986, we have offered full service, customized hiring plans, recruitment, and placement of talent for a variety of industries.
Victoria Betancourt | (714) 547-8546

Global Human Resources Outsourcing
Global Human Resources Outsourcing (www.ghrogroup.com)
GHRO and Total Solutions is a Professional Employer Organization (PEO) that assists small organizations attract better talent, reduce turnover, protect assets, contain costs, leverage resources and improve employee productivity.
Jeff StinsonBrandon CarlNicole DeGidio | (949) 797-2035

Impact Hiring Solutions
IMPACT Hiring Solutions (www.impacthiringsolutions.com)
Executive search, in-house workshops, and training seminars, Impact Hiring Solutions helps companies reduce turnover, retain top talent and become talent magnets.
Brad Remillard | (949) 310-5659




INSURANCE & EMPLOYEE BENEFITS RESOURCES

Core Insurance & Employee Benefits services available through CAN:

  • General business liability
  • Property & casualty
  • Worker's compensation
  • Risk management
  • Credit insurance
  • Personal lines (life, home, auto, etc.)
  • Employee benefits
  • Health & welfare plans
  • 401K

PREFERRED PARTNERS

Burnham Benefits
Burnham Benefits (www.burnhambenefits.com)
At Burnham Benefits, we help employers to design and use their employee benefit programs more strategically. We support such programs through established resources and services that bring added value to employers and employees.
Patti KunnelDan Exceen | (949) 252-4586

Colony West
Colony West (www.colony-west.com)
Colony West partners with business owners to provide risk management solutions and insurance services.
"We've got you covered"
Bill Kaley | (714) 542-4870

Henderson Financial Group
The Henderson Financial Group (www.gohenderson.com)
The Henderson Financial Group deals with the events of life that interrupt income die too soon, live too long or become sick during the journey.
Matt HendersonJackie Bird | (949) 225-9397

Insurance Solutions
Insurance Solutions (www.ins-solutions.com)
Workers' compensation, general liability and property needs as well as a division that serves their personal insurance needs like auto, home, recreational, life, health and financial services.
Tony AlessandraSteve Aylor | (949) 348-2056




LEGAL RESOURCES

Core Legal services available through CAN:

  • General counsel (project basis, interim, permanent)
  • Purchase and sale agreements (buy/sell)
  • Mergers and acquisitions
  • Contracts & collections
  • Real estate and equipment leases
  • Business litigation
  • Employment law
  • Workers' compensation
  • Trust & tax counsel
  • Patents, trademarks, and intellectual property
  • Bankruptcy
  • Entertainment law
  • Pre-paid personal and business legal plans
  • Public company compliance & reporting

PREFERRED PARTNERS


Law Offices of James N. Knight (www.jnk-law.com)
A general law practice with specialization in employment law, business litigation, and contracts.
James N. Knight | (949) 502-6699

Horizon Law Group
Horizon Law Group (www.horizonlawgroup.com)
We are all former Am Law Top 100 Law firm exiles, so have top school and professional expertise, with a much more down to earth and practical approach to providing legal services on a cost effective basis for small to middle market companies.
Michael ConnorDavid BrewsterThomas French | (949) 261-2500

Wu & Cheung
Wu & Cheung (www.wclawyers.com)
Full service law firm specializing in business litigation, intellectual property and international trade & law.
Charles C.H. Wu | (949) 251-0111




MARKETING RESOURCES

Core Marketing services available through CAN:

  • Strategic marketing plans
  • Marketing & branding
  • Direct marketing & mail
  • Personal, hands-on sales training & sales management support
  • Identifying and maximizing new business and practice development opportunities
  • Telemarketing sales
  • Client retention, cross selling, and referral opportunities
  • Corporate & internal communications
  • Public relations

PREFERRED PARTNERS

Cross Media Resources
Cross Media Resources (www.crossmediaresources.com)
CMR specializes in high tech printing, eCommerce, and Promotional Products to help their clients communicate a consistent and powerful marketing message.
Ron Hopkins | (949) 552-4756

OS Ignite
OSignite (www.OSignite.com)
OSignite, Inc. delivering high powered Website Development and Design Solutions utilizing the latest Open Source technology.
Zach Schapel | (949) 466-8503

Icon Marketing
ICON Marketing (www.icon-marketing.com)
Full service marketing, advertising and interactive agency.
Steve Rojas | (714) 990-5909

dgwb
dgwb (www.dgwb.com)
DGWB specializes in helping companies to create and develop trusted brands.
Mike Weisman | (714) 881-2300

Boombang
BoombangVentures (www.Boombang.com)
Provides consultation services - research/brand positioning/design/product design / promotion / guerilla marketing.
Scott Griffiths | (949) 290-6431




TECHNOLOGY RESOURCES

Core Technology services available through CAN:

  • Strategic IT planning
  • IT network system design
  • Accounting & ERP software implementation
  • CRM software implementation
  • Barcode & RFID Solutions
  • Telephony solutions (VOIP)
  • Document Management & Paperless systems
  • Equipment & software leases
  • Website design & development
  • Content management systems (CMS)
  • Custom software design & development

PREFERRED PARTNERS

NeuLogics
NeuLogics (www.NeuLogics.com)
NeuLogics provides business process consulting services to small and medium sized businesses. As a Microsoft Partner, we leverage business management software from Microsofts Dynamics GP™ (Great Plains) and Dynamics CRM™ (Customer Relationship Management) product lines.
Tom SantoroChris Zeiler | (949) 305-4343

Convergence Solutions Inc
Convergence Solutions (www.ConvergenceSolutionsInc.com)
Convergence Solutions is the premiere IT systems integration company for global enterprise-level companies in need of design, installation, and support for business communication systems.
Jon Parrish | (866) 463-3579

The Integration Works
The Integration Works (www.integrationworks.com)
An Integrated Solution to manage technology can be a challenge because it touches every part of your organization.
Leigh OlderJames Cater | (714) 247-1200

DocuSource
DocuSource (www.docusrc.com)
Providing consulting and technology to maximize office productivity and lower document costs.
Les WalkerBob Galeener | (562) 447-2662




WEALTH MANAGEMENT RESOURCES

Core Wealth Management services available through CAN:

  • Estate & financial planning
  • Investment portfolio advisory & management
  • Private & personal banking for business owners
  • Asset protection
  • Life insurance
  • Family foundation office
  • Structured sales
  • Commercial & residential real estate investment
  • Succession & family business planning

PREFERRED PARTNERS

Financial Management Network
Financial Management Network (www.fmncc.com)
Comprehensive fee based( written) financial planning, serving senior executives and business owners in the Orange County area.
Greg Aitkens, CFP | (949) 455-0300

Hanley Investment
Hanley Investment Group (www.hanleyinvestment.com)
Hanley Investment Group Real Estate Advisors is a boutique retail real estate investment advisory firm with a two billion dollar transaction track record.
Patrick Kent | (949) 585-7672

Spyglass Realty Partners
Spyglass Realty Partners (www.spyglassrp.com)
Spyglass Realty Partners is a team of highly experienced commercial real estate professionals providing asset management, investment management, advisory services, and transaction services to our clients.
Bryan FournierStu Betti | (949) 502-2900

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