Blog

Business Loans for Privately Held Businesses

Peter DeGregori, CPA, MST and your host, speaks with Ken Barton with Union Bank about what the banks are looking for to lend money in today’s market.  Ken has over 35 years of banking experience, so his insight is very helpful.  Ken and Peter speak about commercial and SBA lending requirements.  We suggest all business owners listen, learn, and be prepared if you need a loan.

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The Banker’s Viewpoint of the Financial Crisis

Peter DeGregori, CPA and Host, speaks with Chris Brahney, and John Barnes with City National Bank about the past and current banking industry.  City National Bank is a Los Angeles based publicly held bank with 72 offices, including 16 full service regional centers, in Southern California, San Francisco, Nevada and New York City. Chris or John can be contacted at 949-754-1500.  www.cnb.com

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Afshin G. Testimonial

“Peter DeGregori and his team at Vertical Advisors, provided me with incredible tax strategies that significantly reduced our taxes, while complimenting our business and personal goals.We now see there is a clear advantage in having a tax strategist.” – Afshin G., Laguna Niguel, CA.

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How To Choose a CPA Firm

All CPA’s are not the same. Just like all attorneys or businesses are not alike. We feel that most local CPAs or store front tax preparation companies deliver a traditional (boring) tax service. If you are looking for more, you have found the right firm. The traditional tax preparation companies are good for your basic tax preparation, but if you need help in lowering your taxes, or making your business more profitable, then consider a different type of firm.

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