Below is a partial list of valued past and present clients*:


Boston Private Bank

Pinnacle Bank

Inland Community Bank

Borel Bank & Trust - SBA

Borel Bank & Trust – Res

California Savings Bank

Mirae Bank

Hanmi Bank

Cathay Bank

Hana SBA Lending, Inc

Metropolitan Bank

Wilshire State Bank

Greater Bay Bank-Marin

Coast Commercial Bank*

Bridge Bank

State Bank of India

Bank of America

Wells Fargo




Law Offices Cynthia Schreurs

National American Bank

American River Bank

Valley Community Bank

Heritage Bank of Commerce*

Liberty Bank

Affinity Bank

Civic Bank of Commerce

Sacramento Commercial Bank

Trans Pacific National Bank

Peninsula Bank of Commerce

Capitol Thrift & Loan

Oceanic Bank

Pacific Crest Bank

Bank of Lodi

Yolo Community Bank

Saehan Bank

Herzer Financial

Arbor National Commercial

Bank of Oakland

Imperial Bank

Fremont Bank

Washington Mutual

First Commercial Bank

Mid Peninsula Bank




*Some clients (e.g. lending institutions, law firms, insurance companies) have changed names, were acquired or have merged with other companies, or have requested to be kept confidential.


Direct Valuation Solutions


PCV Murcor

First Commercial Bank

Mid Peninsula Bank

Quaker City Bank

Wells Fargo Bank

United Commercial Bank

West America Bancorporation

California Pacific Bank

Comerica Bank

Temecula Valley Bank

Savings Bank of Mendocino City

Heritage Oaks Bank

Vineyard National Bank

Imperial Capital Bank

Bank of Santa Lucia

Business Loan Express

Goleta National Bank

Stockman’s Bank

Central California Bank

Service 1st Bank

Excel National Bank

America California Bank

Tri-Valley Bank

San Joaquin CDC

Washington Mutual

United Overseas Bank

Metropolitan Bank

Legacy Bank

United American Bank

United National Bank

Silverado Bank

State Bank of India

United Labor Bank

Innovative Bank

MDB Business Bank

Column Financial

Flag Bank

Diablo Valley Bank

Business First National Bank

Sonoma National Bank

H.G. Capital

Pacific State Bank

Inland Community Bank

One California Bank