At Synergetic Finance, we specialize in helping small to mid-sized firms with their short and long-term financial planning needs, including money management, valuation and consulting, and M&A advisory services and business transactions. We help business owners develop and manage a plan to identify their goals and to fill in the gaps (maximizing business value, improving portfolio performance, growing retirement assets, etc.) where needed.
Surprisingly, many business owners don’t even know where to begin. In other words, they don’t know what they don’t know. That’s where we come in. Our in-house experts offer potential clients a free Business Assessment Check-Up to get a good understanding of where their business is right now. Using that information as a starting point, we can customize a solution to help companies reach their goals and objectives.
If you want to learn more about our free business assessment check-up, please call us at 206-386-5455 or send us an email today. We’d love to learn more about your business.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance
