Members Highlights

One of my clients is a therapist starting her private practice. She is new to having her own business and did not know where to start – how she should structure her business, track income and expenses, or anything else related to running a business, such as city/state licenses, tax filings, or business registrations.  We were able to help her establish a new entity, create her Quickbooks and start the accounting, and begin payroll for her, allowing her to focus on running her practice.  She is also interested in sheltering her income from taxes and setting up a retirement plan for her and her employee.  With ACap, she is able to do all of that under one roof.

We just completed the sale of our home in Simi Valley with realtor Bill Oliver. We were referred to him by a neighbor who had recently sold their home. Any real estate transaction has ups and downs and challenges, and having an agent like Bill made all the difference in the world. From the very first phone call to the final turning over of the keys Bill’s guidance and expertise was outstanding. Again and again I was amazed at Bill’s energy and enthusiasm, he worked hard for us, and the reason he is so effective is simply that he loves what he does. I would highly recommend Bill to anyone who is considering selling or buying a home. He works hard and will guide you every step of the way through that long journey. Thanks Bill!

— Michael LeVan

I worked with a first time home buyer back in Jan and close of escrow was in March. It was a difficult transaction to say the least. Many changes were made during the process between the buyer and seller and change in home insurance company and even a change in escrow. Also, sourcing deposits became a nightmare for the borrowers. I thought after everything was done and borrowers got keys to their new home, I would not hear from them again…two days ago, their colleague at work called me to help her finance her home. Her purchase price is almost 2x the price of the past client. I am assisting her now to process her new home purchase.

Communication is key. Good news, bad news, no news….our job is to stay in touch with our clients and our business partners. Business does not only come from flyers and advertisements, they come from warm referrals.