Testimonials

Thank you to Valerie Dufix, of Dufix Business Loans, lender extraordinaire, who needed a specialized type of funding for a client of hers, and reached out to me as a resource.

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

Thank you, Eric Olson, of Baker, Olson, Lecroy, and Danielian, for answering my needs request for a contact within the video game industry, for a friend of mine. Much appreciated!

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

Thank you to Chris Lake of Business Group Resources who referred one of her clients to me, for a business loan. I was able to offer them both a short term and long term solution to their financing needs.

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

Thank you to Anita Rodal for referring me to a 3rd party lender for the PPP loan. She was very knowledgeable and enthusiastic in providing the information needed for me to apply.

Tommy Busch
Consultants , The ProfitPoint Group, Inc.

Michael is an expert in the area of valuations and royalty audits, not to mention a wealth of knowledge on the IRS. With 27 years of experience with the IRS, be brings a unique perspective and inside view of the types of things they see and what they looks at when selecting businesses for audits. He is generous with his knowledge and time. I look forward to working with him on a few royalty audits in the future.

Chris Lake Lake
CEO , JNC Lake Associates

I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

Chris Lake
CEO , JNC Lake Associates

I'd like to thank Bryan Denove of Northwestern Mutual. He is a wonderful networker and a prolific adviser. He has been a wealth of referrals and together we are collaborating on a growing number of cases. All Cities is lucky to have him.

Ethan Samuels Samuels
Wealth Management , US Vet Life

I'd like to thank J.P. Hamlett Sr. of Advanced Planning Strategies. He referred me to a client of his, who was in turn referred to him by a CPA firm. This client is a 32-year-old, affluent attorney, whose CPA recommended that he set aside some of his considerable earnings in a safe, tax efficient, life insurance bucket. J.P. asked me to design a solution that would allow this young man to obtain Premium Financing so that his bucket could be filled using other people's money. This client provided a case study for a presentation that I will be giving on January 27th in Encino. J.P. is a pleasure to work with and is one of the most prolific relationship-developers I have met. I look forward to collaborating with him on many more cases.

Ethan Samuels
Wealth Management , US Vet Life

I want to thank Nelinia Varenas of Breakthrough SEO Marketing (breakthroughseomarketing.co) for the support and effort to launch our Automotive Dealer Services website (atlante-ds.com) and market our offerings in this space.

Michael Scherer
Consultants , Plus Delta Consulting

I want to thank Danny Cooper for sharing his knowledge of the law and making introductions to new capital partners for our multifamily apartment business.

Michael Scherer
Consultants , Plus Delta Consulting