(866) 818-4472

Open Account Client Login

B2B Directory

As a new business or startup, you’ll need specialized expertise to help you properly structure your business, and stay in compliance with State and Federal regulations, tax codes and the IRS. These specialized resources will also help you with the proper structure that can unlock retirement funds as another source of capital. It is important to work with industry leaders who have the expertise for this specialized area of business.

Certified Public Accountants

  • EisnerAmper

    EisnerAmper helps companies grow and reach their goals each step of the way. EisnerAmper can help manage risk and advise on financial reporting and controls, and tax-saving strategies. The EisnerAmper team includes not only experienced accountants, but attorneys and former IRS agents, and has extensive relationships with those in the private equity and venture capital community.

    A leading full-service advisory and accounting firm, EisnerAmper provides audit, accounting, and tax services, as well as corporate finance, risk management, litigation services, consulting, private business services, employee benefit plan audits, forensic accounting, and other professional advisory services to a broad range of clients across many industries.  EisnerAmper is PCAOB registered and subject to regular inspection. Financial services, including hedge funds, private equity funds, venture capital funds, funds of funds and broker-dealers is the firm’s largest niche, including over 1,200 alternative investment fund and 100 broker-dealer clients.

  • Burr Pilger Mayer

    BPM provides comprehensive financial and business counsel to private and public companies.  Starting a business is difficult and unpredictable, and having the right advice every step of the way is critical. Do you need to bring in money from other people, or are you going to self-start this business? How are you really going to make money? 

    BPM's advisors begin working with early-stage and emerging businesses from day one to establish a strong foundation. Our team is here to talk through options and to help you think through the implications of your decisions.  We pride ourselves in providing clients with creative, proactive solutions that address their specific needs. We are responsive and results oriented advisors for businesses in need of tax, accounting and auditing assistance.

    BPM assists in areas including entity formation, buy/sell agreements, outsourced accounting services, and quarterly and annual compliance reporting. We would be pleased to speak to you about your needs and how we can help.


  • Goodwin Proctor

    Goodwin Procter’s Private Equity practice focuses on buyouts, recapitalizations, growth equity investments, and portfolio company transactions, representing both single investors and “clubs.” With a team of over 100 attorneys, we cover the full life cycle of clients’ investments — from fund formation to exit and everything in between. We are particularly known for structuring innovative, tax-advantaged solutions for our clients and for our practical, client-oriented approach. We have been named among the nation’s top law firms for Buyouts, Venture Capital Investment and Fund Formation by Chambers USA, based on feedback from clients and peers. Since the 1960s, we have worked with private equity investors to make deals happen and to facilitate growth of equity value and is a national leader in the private equity sector.

Reg D Filing Assistance

  • Regulation D Resources (RDR)

    Is your company seeking to raise private capital? Is ensuring that you raise capital properly and in compliance with State and Federal regulations a priority for your company?

    Regulation D Resources provides Regulation D private placement preparation and execution support services to corporate clients seeking to raise capital from investors. Regulation D Resources specializes in the preparation and execution of Regulation D exempt securities offerings. We have been in operation since 1999 and have executed over 3,800 Regulation D Offerings totaling over $3.6 billion in transaction volume. We provide clients with a comprehensive matrix of services related to the structuring and execution of a Regulation D private placement offering. Our management team is widely recognized as the leading authority on Regulation D private placement offerings. Engage the experience of Regulation D Resources and raise capital properly and effectively with an SEC Regulation D private placement offering.

*Pacific Premier Trust (formerly PENSCO Trust Company) performs the duties of an independent retirement custodian, and, as such, does not provide investment advice, sell investments or offer any tax or legal advice. Pacific Premier Trust is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor; including any who are listed in The PENSCO Marketplace. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. The list of individuals in The PENSCO Marketplace should not be considered a complete list of individuals/firms with whom you may work, and is being provided for informational purposes only. It is not intended as an individual recommendation, and each individual is encouraged to perform their own due-diligence on any financial professional with whom they intend to work.