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Buying or selling a business, a franchise, or a portfolio of assets. We hold the funds, run the bulk-sale notice, pull the lien searches, and disburse on the schedule counsel sets. Neutral by license, deliberate by design.
Asset sales of going concerns. Restaurants, retail, salons, service businesses. We publish, record, and notice the bulk-sale per California UCC §§ 6101–6111, run the EDD, FTB, BOE, and SOS searches, and hold proceeds against the claim period before disbursement.
"It's too slow." Successor liability follows the asset; a missed notice can land creditor claims on the buyer's balance sheet for years. We will not close around it.
CDTFA clearances surface them at intake. Settlement statement reflects the holdback before disbursement, not after.
Equipment financing is silent until you search. We pull state and county UCCs the day the file opens.
Indemnity holdbacks, earn-out reserves, post-closing adjustments, settlement-fund disbursements. A licensed neutral with audited trust accounts and a written disbursement instruction, not a venmo handshake.
Type-21, Type-41, Type-47, Type-48 transfers, and the rare Type-20/21 county-quota purchase. We open the escrow the ABC requires, post the public notice, hold the funds, and disburse only after the temporary or permanent transfer is approved.
Temporary permits are not automatic and not always granted. We confirm the permit, or its absence, before opening day is set.
§24074 requires pro-rata distribution. We surface aggregate claims before close so principals can decide how to fund the gap.
Not on a file we are running. The notice is the buyer's protection from successor liability; skipping it converts a clean acquisition into an unbounded one. We will run the notice, or we will not run the file.
No. The QI must be independent of the closing escrow. We coordinate with the QI you choose; we do not wear both hats.
Person-to-person transfers typically run 45 to 75 days. Premises transfers and inter-county purchases run longer. We will tell you the realistic timeline at intake, not the ABC website's optimistic one.
Yes, provided California or Nevada law governs the holding agreement. We will review the disbursement instruction, flag anything ambiguous, and ask counsel to fix it before we accept the funds.
Send the LOI or asset purchase agreement. You'll have a file number and a timeline back the same business day.