Synergy Asset Management

At Synergetic Finance, a financial eco-system, we provide three primary services to the business owners of small and mid-sized firms: Synergetic Finance specializes in working with business owners.

  1. Money Management
  2. Valuation and Consulting
  3. M&A Advisory Services and Business Transactions

We help owners to integrate their personal financial planning with their business financial planning and analysis (FP&A). Whether you are planning to acquire a business, package and promote your business for sale, or to grow and maximize the value of your business, we can help. In short, we help you optimize your exit plan. And the best time to start working on your exit plan is the day you open your doors.

All business owners want to eventually leave their firms, but many companies are simply not ready for a transfer event. Whether it is by sale, death, divorce, or bequest, eventually you will separate from your business. You can turn to us for professional and caring advice and let us help you navigate the potential pit falls that can destroy the value of your business. Our financial eco-system was formed to help you by providing practical, nuts-and-bolts advice on how to improve your firm’s value.

Our free Business Assessment Check-up is a great starting point for us to begin our relationship. After the assessment, if you decide to work with us, we can customize a financial planning solution tailored to your specific goals and objectives, both personally and professionally.

To schedule your complimentary, confident Business Assessment Check-up, call us today at 206-386-5455 or send us an email. We also invite you to visit our website to learn more. We look forward to hearing from you!

To your wealth,

President of Synergetic Finance

Joe Maas


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