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                                 Business Escrows/Transfer Services

    Being in compliance with not only the agreement between the Buyer and the Seller, but with the requirements of any government agencies and legal codes is imperative.  As the Designated Escrow Holder for your transaction, we will make sure these tasks are completed in a thorough and efficient manner, allowing for a smooth and expeditious closing.  Before this process can begin or escrow instructions can be prepared, we first must obtain some specific information from the Buyer and the Seller. 

If you are a Buyer or Seller, please click on the appropriate link in order to download the necessary forms  (we have also included a flow chart for you explaining the escrow process for business sales and what to expect.  Hope it helps!).

FORMS FOR BUYERS- Buyer Welcome Packet

FORMS FOR SELLERS- Seller Welcome Packet

The following is a partial list of the agencies who may need to be contacted or involved during the process of a Business Transfer Escrow:


California Employment
California State Board of Equalization-
California Franchise Tax Board-
California Department of Corporations-
California Escrow Association-
Federation of Exchange Accommodators-
Internal Revenue Service-
California Department of Alcoholic Beverage Control (ABC)-
County of San Diego
San Diego County Tax Collector
San DiegoWater Conservation

Serving So Cal by providing the following types of Business Transfer Escrow Services:
Professional Practices, Restaurants, Bars, Retail Stores, Liquor Licenses (ABC), Commerical Real Estate, Partnerships, LLC's, Corporations, Business Successions, Private Financing, Bulk Sales

(760) 434-1800

3150 Pio Pico Drive, Suite 101
Carlsbad, California 92008