San Diego County is our home market and the location of our primary office. The county’s combination of established industries (defense, biotech, life sciences, tourism), small-business density, and proximity to a deep network of M&A counsel, estate planning attorneys, and CPAs makes it the center of gravity for our practice.

From Encinitas, we serve owners across the full county — North County coastal cities, North County inland, Central and Downtown San Diego, East County, and South Bay. Most engagements include at least one in-person strategy session at the office or on-site at the client’s business.