Liquid Equity Partners, LLC

★★★★★5.0 (1) Financial Services San Jose

Business details

Category
Financial Services · Financial planner, Financial consultant
Address
5706 Cahalan Ave #23891, San Jose, CA 95123
Phone
(408) 916-1418
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

At Liquid Equity Partners, LLC, we help San Jose business owners navigate major ownership transitions with clear, practical guidance. We advise clients through every stage of a buyout, from strategic planning and tactical decisions to securing financing.

Our team can compare offers from multiple lenders so you get strong terms, and we coordinate due diligence alongside your CPA to keep the process on track. We also stay involved after the deal closes, helping with strategy and culture as your business grows.

Our work supports financial planning, tax consulting, employment and HR consulting, and financial consulting for owners across Santa Clara County and the wider South Bay.

Reach out by phone or stop by our office to talk through your goals.